City
Wealth management firms in San Marcos, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in San Marcos, California reported $44.9 million in regulatory assets under management; the largest by assets was Hemispheres Investment Management, with $17.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $44.9 million
- Average per firm
- $6.4 million
- SEC-registered, of those listed
- 0 of 7 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hemispheres Investment Management | State | $17.8 million | 81 |
| 2 | Irving Advisory Group, LLC | State | $17.1 million | 47 |
| 3 | McWilliams Asset Management Inc. | State | $8.0 million | 27 |
| 4 | Anora Wealth | State | $1.9 million | 14 |
| 5 | Allen James Financial LLC | State | $0 | 0 |
| 6 | Pezzi Wealth Management LLC | State | $0 | 0 |
| 7 | Turken 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.