City
Independent RIAs in Riverside, California
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Riverside, California reported $512.3 million in regulatory assets under management; the largest by assets was Tricord Advisors, Inc., with $431.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $512.3 million
- Average per firm
- $85.4 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tricord Advisors, Inc. | SEC | $431.5 million | 1,377 |
| 2 | The Leonard Financial Group, LLC | State | $47.8 million | 170 |
| 3 | Global Impact Wealth Management | State | $12.4 million | 79 |
| 4 | C Financial and Tax Associates | State | $10.9 million | 49 |
| 5 | Higher Impact Financial, LLC | State | $9.7 million | 200 |
| 6 | Catrs Teachers Retirement Services LLC | 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.