City
Wealth management firms in Pleasant Hill, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Pleasant Hill, California reported $278.5 million in regulatory assets under management; the largest by assets was Ascension Wealth Partners, LLC, with $136.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $278.5 million
- Average per firm
- $55.7 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ascension Wealth Partners, LLC | SEC | $136.9 million | 116 |
| 2 | Wright Financial, LLC | State | $76.4 million | 337 |
| 3 | Owl and Ore Wealth Planning | State | $57.3 million | 289 |
| 4 | Ale LLC | State | $7.8 million | 13 |
| 5 | Compass Wealth Planning 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.