City
Wealth management firms in Vista, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Vista, California reported $30.5 million in regulatory assets under management; the largest by assets was Highpointe Wealth, with $24.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $30.5 million
- Average per firm
- $5.1 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Highpointe Wealth | State | $24.1 million | 60 |
| 2 | KRM Advisory Services | State | $4.7 million | 14 |
| 3 | Native Finance Investment Advisory | State | $1.0 million | 1 |
| 4 | Confianza Wealth Management | State | $691,606 | 28 |
| 5 | Liberton Financial LLC | State | $90,000 | 7 |
| 6 | Pax Horizon Wealth Management, 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.