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Top 3 financial advisor firms in Cupertino

3 SEC-registered financial advisor firms are headquartered in Cupertino, CA, with $2.43B in combined regulatory assets under management. The largest by assets are SP Asset Management ($1.9B), Everest Private Wealth ($411M) and Infinity 8 Investments ($124M).

3
Financial advisor firms
$2.43B
Their combined AUM
$411M
Median firm AUM
366
Clients of the top 3

The 3 largest by assets

  1. 1
    SP Asset Management

    RIA

    $1.9B

  2. 2
    Everest Private Wealth

    RIA

    $411M

  3. 3
    Infinity 8 Investments

    RIA

    $124M

Profiles of the top 3

No. 1 · RIA

SP Asset Management

SP Asset Management is an investment adviser based in Cupertino, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $1.9 billion, as filed on 30 March 2026.

SP Asset Management charges 0.25%–1.00% a year for its Investment Management Services.

Regulatory AUM
$1.9B
Clients
211
Advisory staff
3
Fee schedule
0.25% to 1.00% a year
Custodians
Fidelity, Charles Schwab
Headquarters
20380 Town Center Lane, Ste 205, Cupertino, CA 95014
Phone
408-257-7711
Website
spassetmanagement.net

No. 2 · RIA

Everest Private Wealth

Everest Private Wealth is an investment adviser based in Cupertino, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $411 million, as filed on 10 March 2026.

Regulatory AUM
$411M
Clients
90
Advisory staff
2
Founded
2006
Custodians
Charles Schwab
Headquarters
10080 N. Wolfe Road, Suite SW3-200, Cupertino, CA 95014
Phone
408-502-6015
Website
everestprivatewealth.com

No. 3 · RIA

Infinity 8 Investments

Infinity 8 Investments is an investment adviser based in Cupertino, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $124 million, as filed on 17 August 2026.

Regulatory AUM
$124M
Clients
65
Advisory staff
1
Headquarters
10080 N Wolfe Road, Suite SW3-200, Cupertino, CA 95014
Phone
408-501-8848
Website
infinity8investments.com

Questions about financial advisors in Cupertino

How many financial advisor firms are headquartered in Cupertino?

3 SEC-registered financial advisor firms report their principal office in Cupertino, CA, managing $2.43B 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 Cupertino?

SP Asset Management, with $1.9B in regulatory assets under management on its latest Form ADV. The next largest are Everest Private Wealth ($411M) and Infinity 8 Investments ($124M).

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

How large is a typical financial advisor firm in Cupertino?

The median firm manages $411M in regulatory assets. That is the midpoint of the 3 firms headquartered in Cupertino.

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

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

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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