City
Wealth management firms in San Ramon, California
As of October 2, 2026, 28 wealth management firms, including broker-dealer firms, with their main office in San Ramon, California reported $7.9 billion in regulatory assets under management; the largest by assets was California Financial Advisors, with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 28
- Regulatory assets under management
- $7.9 billion
- Average per firm
- $281.0 million
- SEC-registered, of those listed
- 16 of 28 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | California Financial Advisors | SEC | $2.3 billion | 3,547 |
| 2 | Insight Wealth Strategies, LLC | SEC | $1.2 billion | 2,042 |
| 3 | American Investors Co 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. | SEC | $630.7 million | 1,554 |
| 4 | Prosperity Financial Group, Inc. | SEC | $503.0 million | 1,360 |
| 5 | New Insight Wealth Advisors | SEC | $396.9 million | 360 |
| 6 | Blossom Wealth Management, LLC | SEC | $368.2 million | 344 |
| 7 | Synergy FG | SEC | $364.2 million | 687 |
| 8 | Accretive Wealth Management, LLC | SEC | $290.7 million | 377 |
| 9 | Auspicious Financial Planning, LLC | SEC | $278.0 million | 609 |
| 10 | Carey Wealth Management | SEC | $222.8 million | 283 |
| 11 | Alcosta Capital Management, Inc. | SEC | $210.2 million | 121 |
| 12 | Cannon Beach Financial Advisors | SEC | $209.2 million | 549 |
| 13 | Certified Planners, Inc. | SEC | $196.6 million | 536 |
| 14 | Giving Tree Wealth Advisors | SEC | $138.0 million | 225 |
| 15 | Veraz Advisors | SEC | $109.6 million | 428 |
| 16 | Secure Retirement Financial & Insurance Services Corp. | SEC | $102.0 million | 481 |
| 17 | Powering Your Retirement | State | $81.3 million | 210 |
| 18 | Fairway Asset Management, Inc. | State | $60.1 million | 166 |
| 19 | New Spring Financial Planning, LLC | State | $56.5 million | 86 |
| 20 | Fortitude Wealth Management L.L.C. | State | $55.1 million | 146 |
| 21 | Newleaf Wealth Management, LLC | State | $39.7 million | 48 |
| 22 | Key Focus Wealth LLC | State | $36.4 million | 79 |
| 23 | Nine Pines Ventures, LLC | State | $26.0 million | 38 |
| 24 | Edmd Financial Strategies, LLC | State | $2.5 million | 50 |
| 25 | Inversewealth LLC | State | $2.2 million | 12 |
| 26 | West-East Wealth Management, LLC | State | $978,316 | 1 |
| 27 | Bent Creek Capital LLC | State | $562,043 | 2 |
| 28 | Run Free Capital 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.