City
Wealth management firms in Redlands, California
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Redlands, California reported $2.3 billion in regulatory assets under management; the largest by assets was KWB Wealth, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $2.3 billion
- Average per firm
- $207.9 million
- SEC-registered, of those listed
- 3 of 11 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | KWB Wealth | SEC | $1.2 billion | 3,280 |
| 2 | Diligent Investors, LLC | SEC | $663.1 million | 2,110 |
| 3 | Bosman Wealth Management, LLC | SEC | $140.1 million | 292 |
| 4 | Investment Counselors of Redlands LLC | State | $100.0 million | 370 |
| 5 | Smart Investments Advisory Incorporated | State | $82.0 million | 210 |
| 6 | Mason Financial Services | State | $51.3 million | 86 |
| 7 | Pakha Investment Advisory | State | $12.5 million | 23 |
| 8 | Clarity Advisors Group, Inc. | State | $2.8 million | 6 |
| 9 | Lindsey Financial, Inc. | State | $0 | 0 |
| 10 | Money Strategies, Inc. | State | $0 | 0 |
| 11 | Retirement Wealth Group, Inc | 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.