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Top 3 financial advisor firms in Chico

3 SEC-registered financial advisor firms are headquartered in Chico, CA, with $1.02B in combined regulatory assets under management. The largest by assets are Sweeney & Michel ($753M), Bay Cliadakis & Associates ($135M) and Murray Financial Services ($134M).

3
Financial advisor firms
$1.02B
Their combined AUM
$135M
Median firm AUM
1,061
Clients of the top 3

The 3 largest by assets

  1. 1
    Sweeney & Michel

    RIA

    $753M

  2. 2
    Bay Cliadakis & Associates

    RIA

    $135M

  3. 3
    Murray Financial Services

    RIA

    $134M

Profiles of the top 3

No. 1 · RIA

Sweeney & Michel

Sweeney & Michel is an investment adviser based in Chico, CA, registered with the SEC since 2018. 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 $753 million, as filed on 5 March 2026.

Sweeney & Michel charges up to 0.75% a year for its Wrap Comprehensive Wealth Management.

Regulatory AUM
$753M
Clients
688
Advisory staff
3
Founded
2016
Fee schedule
Up to 0.75% a year
Custodians
Fidelity
Headquarters
196 Cohasset Road, Suite 100, Chico, CA 95926
Phone
530-487-1777
Website
sweeneymichel.com

No. 2 · RIA

Bay Cliadakis & Associates

Bay Cliadakis & Associates is an investment adviser based in Chico, CA, registered with the SEC since 2025. 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 $135 million, as filed on 23 March 2026.

Bay Cliadakis & Associates charges 0.50%–1.00% a year for its Asset Management.

Regulatory AUM
$135M
Clients
241
Advisory staff
2
Fee schedule
0.50% to 1.00% a year
Custodians
Charles Schwab
Headquarters
1074 E. Ave. Suite T1, Chico, CA 95926
Phone
530-924-0110
Website
altumwealth.com

No. 3 · RIA

Murray Financial Services

Murray Financial Services is an investment adviser based in Chico, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $134 million, as filed on 26 March 2026.

Murray Financial Services charges 0.85%–1.35% a year for its Discretionary portfolio management.

Regulatory AUM
$134M
Clients
132
Advisory staff
2
Fee schedule
0.85% to 1.35% a year
Custodians
Charles Schwab
Headquarters
140 Yellowstone Drive, Suite 100, Chico, CA 95973
Phone
530-896-5484
Website
murrayfinancialservices.com

Questions about financial advisors in Chico

How many financial advisor firms are headquartered in Chico?

3 SEC-registered financial advisor firms report their principal office in Chico, CA, managing $1.02B 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 Chico?

Sweeney & Michel, with $753M in regulatory assets under management on its latest Form ADV. The next largest are Bay Cliadakis & Associates ($135M) and Murray Financial Services ($134M).

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

How large is a typical financial advisor firm in Chico?

The median firm manages $135M in regulatory assets. That is the midpoint of the 3 firms headquartered in Chico.

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

How much do financial advisors in Chico charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.35% 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 Chico?

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

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