City
Wealth management firms in Orinda, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Orinda, California reported $3.9 billion in regulatory assets under management; the largest by assets was McDonald Capital Investors Inc, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $3.9 billion
- Average per firm
- $276.0 million
- SEC-registered, of those listed
- 8 of 14 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | McDonald Capital Investors Inc | SEC | $1.9 billion | 90 |
| 2 | Bell Investment Advisors Inc | SEC | $787.6 million | 1,189 |
| 3 | Athena Investment Management | SEC | $342.1 million | 399 |
| 4 | Wilson & Boucher Capital Management, LLC | SEC | $280.4 million | 467 |
| 5 | Private Financial Management LLC | SEC | $158.7 million | 31 |
| 6 | Paragon Asset Management Inc. | SEC | $115.9 million | 60 |
| 7 | Naylor & Company | SEC | $103.4 million | 240 |
| 8 | Park Place Wealth Advisors, Inc | State | $87.1 million | 194 |
| 9 | Palisade Financial | State | $80.0 million | 122 |
| 10 | Rhodes Consulting Group LLC | State | $26.0 million | 21 |
| 11 | Evidencial Financial Consulting | State | $16.2 million | 26 |
| 12 | Smith Advisory | State | $7.0 million | 4 |
| 13 | Penserra Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.5 million | 8 |
| 14 | Outflyers LLC | 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.