Firms by city
Registered investment advisers in Rancho Santa Fe, CA
5 SEC-registered advisers headquartered in Rancho Santa Fe, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| American Money Management | Rancho Santa Fe, CA | $844M |
| Essential Partners | Rancho Santa Fe,, CA | $401M |
| Acas | Rancho Santa Fe, CA | $393M |
| Bull Oak Capital | Rancho Santa Fe, CA | $262M |
| Fairbanks Capital Management | Rancho Santa Fe, CA | $211M |
- Headquarters
- Rancho Santa Fe, CA
- Regulatory AUM
- $844M
- Headquarters
- Rancho Santa Fe,, CA
- Regulatory AUM
- $401M
- Headquarters
- Rancho Santa Fe, CA
- Regulatory AUM
- $393M
- Headquarters
- Rancho Santa Fe, CA
- Regulatory AUM
- $262M
- Headquarters
- Rancho Santa Fe, CA
- Regulatory AUM
- $211M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Rancho Santa Fe on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.