SEC-registered investment advisers in Napa
3 SEC-registered investment advisers are headquartered in Napa, CA, with $1.26B in combined regulatory assets under management. All of them are financial advisor firms.
- 3
- Investment advisers
- $1.26B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| DeDora Capital | RIA | $551M |
| Harrington Investments | RIA | $375M |
| 5T Wealth | RIA | $331M |
Other cities in California
- San Francisco272
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- Newport Beach72
- Menlo Park51
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- Palo Alto44
- Santa Monica42
- Pasadena37
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