Top 6 financial advisor firms in Bakersfield

6 SEC-registered financial advisor firms are headquartered in Bakersfield, CA, with $2.2B in combined regulatory assets under management. The largest by assets are Bolthouse Investments ($631M), Woodward Diversified Capital ($610M) and Barnes Wealth Management Group ($477M).

6
Financial advisor firms: $2.2B
Their combined AUM: $325M
Median firm AUM: 2,232
Clients of the top 6

The 6 largest by assets

1
Bolthouse Investments
RIA
$631M
0.35% to 0.50% a year
2
Woodward Diversified Capital
RIA
$610M
0.90% to 1.25% a year
3
Barnes Wealth Management Group
RIA
$477M
0.80% to 1.30% a year
4
Anchor Point Financial
RIA
$174M
0.75% to 1.25% a year
5
Entruity Wealth
RIA
$171M
Up to 1.50% a year
6
Mpwa
RIA
$141M
0.65% to 1.65% a year

Profiles of the top 6

No. 1 · RIA

Bolthouse Investments

Bolthouse Investments is an investment adviser based in Bakersfield, CA, registered with the SEC since 2012. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $631 million, as filed on 24 April 2026.

Bolthouse Investments charges 0.35%–0.50% a year for its Investment Management Services.

Regulatory AUM: $631M
Clients: 45
Advisory staff: 5
Fee schedule: 0.35% to 0.50% a year
Custodians: Charles Schwab
Headquarters: 11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311
Phone: 661-326-6357

No. 2 · RIA

Woodward Diversified Capital

Woodward Diversified Capital is an investment adviser based in Bakersfield, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $610 million, as filed on 22 September 2026.

Woodward Diversified Capital charges 0.90%–1.25% a year for its Portfolio management (wrap fee program).

Regulatory AUM: $610M
Clients: 451
Advisory staff: 4
Fee schedule: 0.90% to 1.25% a year
Custodians: Wells Fargo Clearing Services, Folio Investments
Headquarters: 5401 Business Park South, #217, Bakersfield, CA 93309
Phone: 661-498-7500
Website: woodwarddiversifiedcapital.com

No. 3 · RIA

Barnes Wealth Management Group

Barnes Wealth Management Group is an investment adviser based in Bakersfield, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $477 million, as filed on 17 March 2026.

Barnes Wealth Management Group charges 0.80%–1.30% a year for its Portfolio Management Fees.

Regulatory AUM: $477M
Clients: 897
Advisory staff: 7
Fee schedule: 0.80% to 1.30% a year
Custodians: Charles Schwab, Principal Securities, Voya
Headquarters: 5060 California Ave., Suite 600, Bakersfield, CA 93309
Phone: 661-322-9799
Website: barneswealth.com

No. 4 · RIA

Anchor Point Financial

Anchor Point Financial is an investment adviser based in Bakersfield, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $174 million, as filed on 16 February 2026.

Anchor Point Financial charges 0.75%–1.25% a year for its Fee Schedule.

Regulatory AUM: $174M
Clients: 171
Advisory staff: 1
Fee schedule: 0.75% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 10000 Stockdale Highway Suite 103, Bakersfield, CA 93311
Phone: 661-484-7712
Website: anchorpoint.financial

No. 5 · RIA

Entruity Wealth

Entruity Wealth is an investment adviser based in Bakersfield, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $171 million, as filed on 20 March 2026.

Entruity Wealth charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $171M
Clients: 305
Advisory staff: 2
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311
Phone: 661-368-8994
Website: entruity.com

No. 6 · RIA

Mpwa

Mpwa is an investment adviser based in Bakersfield, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $141 million, as filed on 2 April 2026.

Mpwa charges 0.65%–1.65% a year for its Asset Management.

Regulatory AUM: $141M
Clients: 363
Advisory staff: 3
Fee schedule: 0.65% to 1.65% a year
Custodians: Raymond James
Headquarters: 2000 Oak Street, Suite 100, Bakersfield, CA 93301
Phone: 661-395-9400
Website: mpwealthadvisors.com

Questions about financial advisors in Bakersfield

How many financial advisor firms are headquartered in Bakersfield?

6 SEC-registered financial advisor firms report their principal office in Bakersfield, CA, managing $2.2B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bakersfield?

Bolthouse Investments, with $631M in regulatory assets under management on its latest Form ADV. The next largest are Woodward Diversified Capital ($610M) and Barnes Wealth Management Group ($477M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bakersfield?

The median firm manages $325M in regulatory assets. That is the midpoint of the 6 firms headquartered in Bakersfield.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bakersfield charge?

Of the 6 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 1.65% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bakersfield?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Bakersfield has 6 financial advisor firms; see every adviser in the city →