City
Wealth management firms in Redding, California
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Redding, California reported $795.2 million in regulatory assets under management; the largest by assets was Rubicon Advisors, with $420.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $795.2 million
- Average per firm
- $88.4 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rubicon Advisors | SEC | $420.7 million | 2,219 |
| 2 | Bright Lake Wealth Management, LLC | SEC | $103.6 million | 919 |
| 3 | GSR Capital Management, Inc. | State | $88.1 million | 286 |
| 4 | Retirement Lifestyles Advisory Group | State | $68.3 million | 302 |
| 5 | Parallel Wealth Management | State | $43.4 million | 154 |
| 6 | Ric Komarek, CFP | State | $30.0 million | 186 |
| 7 | Woven Capital, LLC | State | $23.3 million | 98 |
| 8 | Convergence Wealth Partners LLC | State | $17.2 million | 119 |
| 9 | WJ Consulting LLC | State | $545,000 | 8 |
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.