City
Wealth management firms in Visalia, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Visalia, California reported $118.2 million in regulatory assets under management; the largest by assets was Gilman Harris Travioli Slover Accountancy Corporation, with $37.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $118.2 million
- Average per firm
- $19.7 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gilman Harris Travioli Slover Accountancy Corporation | State | $37.6 million | 78 |
| 2 | Quinley Stewardship LLC | State | $28.3 million | 108 |
| 3 | FCG Wealth Management LLC | State | $25.2 million | 108 |
| 4 | Tenbroeck Wealth Management, LLC | State | $20.9 million | 367 |
| 5 | CWS Asset Management 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 | $5.2 million | 29 |
| 6 | Molano Wealth Management | State | $960,000 | 5 |
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.