City
Wealth management firms in Rancho Palos Verdes, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Rancho Palos Verdes, California reported $323.6 million in regulatory assets under management; the largest by assets was Bruce Colin and Company, with $228.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $323.6 million
- Average per firm
- $53.9 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bruce Colin and Company | SEC | $228.5 million | 158 |
| 2 | J.D. Gagnon, Inc. | State | $37.7 million | 21 |
| 3 | Brink Financial Group, Inc. | State | $21.0 million | 82 |
| 4 | Afrasiab Wealth Solutions, LLC | State | $19.5 million | 95 |
| 5 | Reeves, James, Townsend | State | $17.0 million | 8 |
| 6 | Ridgepoint Wealth Partners 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.