City
Wealth management firms in Newbury Park, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Newbury Park, California reported $39.5 million in regulatory assets under management; the largest by assets was Hewitt Wealth Management Inc., with $21.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $39.5 million
- Average per firm
- $7.9 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hewitt Wealth Management Inc. | State | $21.1 million | 55 |
| 2 | Riverflow Wealth Management, LLC | State | $9.9 million | 41 |
| 3 | C 3 Financial Strategies | State | $8.5 million | 63 |
| 4 | Chaos Solved, Inc. | State | $0 | 0 |
| 5 | Forward 360 | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.