City
Wealth management firms in Windsor, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Windsor, California reported $2.1 billion in regulatory assets under management; the largest by assets was Natural Investments, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $426.9 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Natural Investments | SEC | $2.0 billion | 4,846 |
| 2 | Nickel Investment Advisors, Inc. | State | $43.1 million | 76 |
| 3 | Imhaus Investment Advisors | State | $23.9 million | 91 |
| 4 | North Coast Asset Management, Inc. | State | $15.9 million | 18 |
| 5 | Integritas Semper, LLC | State | $1.8 million | 90 |
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.