City
Wealth management firms in Rolling Hills Estates, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Rolling Hills Estates, California reported $209.1 million in regulatory assets under management; the largest by assets was Darrell Capital Management, LLC, with $100.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $209.1 million
- Average per firm
- $34.8 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Darrell Capital Management, LLC | State | $100.1 million | 120 |
| 2 | Keymark Financial | State | $40.5 million | 225 |
| 3 | Southern California Wealth Management Associates | State | $34.0 million | 115 |
| 4 | Portage Capital Management LLC | State | $26.7 million | 5 |
| 5 | Afzali Investments, LLC | State | $7.8 million | 12 |
| 6 | Rea Investments, 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.