City
Wealth management firms in Rancho Santa Fe, California
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Rancho Santa Fe, California reported $2.2 billion in regulatory assets under management; the largest by assets was American Money Management, LLC, with $844.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $219.8 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | American Money Management, LLC | SEC | $844.0 million | 1,862 |
| 2 | Essential Partners LLC | SEC | $401.1 million | 309 |
| 3 | "Tate Asset Management" and "Dco Wealth Management" | SEC | $393.4 million | 656 |
| 4 | Bull Oak Capital, LLC | SEC | $261.6 million | 397 |
| 5 | Fairbanks Capital Management, Inc. | SEC | $210.6 million | 234 |
| 6 | Leedom Asset Management, Inc. | State | $75.2 million | 74 |
| 7 | Equity Logic | State | $12.0 million | 32 |
| 8 | Sop Advisors LLC | State | $500,000 | 3 |
| 9 | Jensen Capital Asset Management | State | $0 | 0 |
| 10 | SCSC Advisors, LLC | SEC | $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.