SEC-registered investment advisers in Granite Bay
5 SEC-registered investment advisers are headquartered in Granite Bay, CA, with $1.73B in combined regulatory assets under management. All of them are financial advisor firms.
- 5
- Investment advisers
- $1.73B
- Combined regulatory AUM
- 5
- Financial advisor firms
All 5 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Parkshore Wealth Management | RIA | $518M |
| Spectrum Wealth Advisory Group | RIA | $445M |
| Kerux | RIA | $428M |
| Dynamic Wealth Strategies | RIA | $191M |
| Legacy Capital Management, Limited Liability | RIA | $150M |
Other cities in California
- San Francisco272
- Los Angeles193
- San Diego91
- Newport Beach72
- Menlo Park51
- Irvine44
- Palo Alto44
- Santa Monica42
- Pasadena37
- El Segundo32
- Walnut Creek32
- Beverly Hills31