City
Independent RIAs in Rancho Cucamonga, California
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Rancho Cucamonga, California reported $156.0 million in regulatory assets under management; the largest by assets was Fox & Holland Investing LLC, with $60.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $156.0 million
- Average per firm
- $26.0 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fox & Holland Investing LLC | State | $60.5 million | 330 |
| 2 | Legacy Investment Services, LLC | State | $47.7 million | 254 |
| 3 | Pde Wealth Advisors, LLC | State | $37.4 million | 260 |
| 4 | Privatus | State | $7.2 million | 110 |
| 5 | Seapoint Capital Management LLC | State | $3.2 million | 3 |
| 6 | Santa Cruz Financial | State | $0 | 0 |
Independent RIAs 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.