Top 5 financial advisor firms in Claremont

5 SEC-registered financial advisor firms are headquartered in Claremont, CA, with $2.46B in combined regulatory assets under management. The largest by assets are Gould Asset Management ($1.03B), Financial Designs ($508M) and LifeSteps Financial ($443M).

5
Financial advisor firms: $2.46B
Their combined AUM: $443M
Median firm AUM: 2,330
Clients of the top 5

The 5 largest by assets

1
Gould Asset Management
RIA
$1.03B
Regulatory AUM
2
Financial Designs
RIA
$508M
0.75% to 1.50% a year
3
LifeSteps Financial
RIA
$443M
0.45% to 1.50% a year
4
Evermont Wealth
RIA
$334M
0.60% to 1.00% a year
5
Claremont Financial Group,inc.
RIA
$140M
0.50% to 1.50% a year

Profiles of the top 5

No. 1 · RIA

Gould Asset Management

Gould Asset Management is an investment adviser based in Claremont, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.03 billion, as filed on 16 April 2026.

Regulatory AUM: $1.03B
Clients: 363
Advisory staff: 9
Founded: 1999
Custodians: Fidelity, Charles Schwab
Headquarters: 341 West First Street, Suite 200, Claremont, CA 91711-4749
Phone: 909-445-1291
Website: gouldasset.com

No. 2 · RIA

Financial Designs

Financial Designs is an investment adviser based in Claremont, CA, registered with the SEC since 1995. 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 $508 million, as filed on 27 January 2026.

Financial Designs charges 0.75%–1.50% a year for its Portfolio Management Services/Wrap Fee Program.

Regulatory AUM: $508M
Clients: 516
Advisory staff: 3
Founded: 1981
Fee schedule: 0.75% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 540 W. Baseline RD, #10, Claremont, CA 91711-5805
Phone: 909-626-1642
Website: fdcadvisors.com

No. 3 · RIA

LifeSteps Financial

LifeSteps Financial is an investment adviser based in Claremont, CA, registered with the SEC since 2010. 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 $443 million, as filed on 11 September 2026.

LifeSteps Financial charges 0.45%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $443M
Clients: 680
Advisory staff: 3
Fee schedule: 0.45% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 250 West First Street, Suite 248, Claremont, CA 91711
Phone: 909-267-3770
Website: lifesteps.io

No. 4 · RIA

Evermont Wealth

Evermont Wealth is an investment adviser based in Claremont, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $334 million, as filed on 13 March 2026.

Evermont Wealth charges 0.60%–1.00% a year for its Asset Management.

Regulatory AUM: $334M
Clients: 496
Advisory staff: 3
Fee schedule: 0.60% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 419 Yale Avenue, Claremont, CA 91711
Phone: 909-296-7977

No. 5 · RIA

Claremont Financial Group,inc.

Claremont Financial Group,inc. is an investment adviser based in Claremont, CA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $140 million, as filed on 21 July 2026.

Claremont Financial Group,inc. charges 0.50%–1.50% a year for its Investment Management Services.

Regulatory AUM: $140M
Clients: 275
Advisory staff: 1
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 464 North Indian Hill BLVD., Claremont, CA 91711-4650
Phone: 909-624-9200
Website: claremontfinancial.com

Questions about financial advisors in Claremont

How many financial advisor firms are headquartered in Claremont?

5 SEC-registered financial advisor firms report their principal office in Claremont, CA, managing $2.46B 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 Claremont?

Gould Asset Management, with $1.03B in regulatory assets under management on its latest Form ADV. The next largest are Financial Designs ($508M) and LifeSteps Financial ($443M).

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

How large is a typical financial advisor firm in Claremont?

The median firm manages $443M in regulatory assets. That is the midpoint of the 5 firms headquartered in Claremont.

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

How much do financial advisors in Claremont charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Claremont?

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

Claremont has 5 financial advisor firms; see every adviser in the city →