City
Wealth management firms in Sunnyvale, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Sunnyvale, California reported $206.2 million in regulatory assets under management; the largest by assets was Honu Wealth Management, with $161.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $206.2 million
- Average per firm
- $41.2 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Honu Wealth Management | SEC | $161.8 million | 309 |
| 2 | London House Capital | State | $27.0 million | 121 |
| 3 | Aba Capital LLC | State | $17.4 million | 10 |
| 4 | Client First Finance LLC | State | $0 | 0 |
| 5 | Mission Capital Advisors Inc. | 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.