City
Wealth management firms in San Clemente, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in San Clemente, California reported $1.9 billion in regulatory assets under management; the largest by assets was Ignite Planners LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $135.0 million
- SEC-registered, of those listed
- 2 of 14 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ignite Planners LLC | SEC | $1.1 billion | 4,614 |
| 2 | Stephenson and Company, Inc. | SEC | $447.0 million | 656 |
| 3 | Wealthmark Advisory Group, LLC | State | $101.3 million | 195 |
| 4 | Quiver Financial Holdings LLC | State | $84.7 million | 281 |
| 5 | Coast Wealth Management, Inc. | State | $42.8 million | 25 |
| 6 | Baker Jensen Investment Advisors, LLC | State | $38.9 million | 58 |
| 7 | Two Palms Financial | State | $17.2 million | 6 |
| 8 | All Weather Portfolio Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $12.7 million | 94 |
| 9 | Capo Creek Financial Solutions | State | $9.0 million | 42 |
| 10 | 401K Assist, LLC | State | $0 | 0 |
| 11 | 8020 Capital Management | State | $0 | 0 |
| 12 | Creative Financial Advisor Group LLC | State | $0 | 0 |
| 13 | SCN Capital | State | $0 | 0 |
| 14 | Wilson, Clark Allen | 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.