Top 3 financial advisor firms in Eureka

3 SEC-registered financial advisor firms are headquartered in Eureka, CA, with $1.09B in combined regulatory assets under management. The largest by assets are Premier Financial Group ($820M), Redwood Coast Financial Partners ($152M) and Ebert Capital Management ($116M).

3
Financial advisor firms: $1.09B
Their combined AUM: $152M
Median firm AUM: 1,775
Clients of the top 3

The 3 largest by assets

1
Premier Financial Group
RIA
$820M
0.40% to 2.00% a year
2
Redwood Coast Financial Partners
RIA
$152M
1.00% to 2.00% a year
3
Ebert Capital Management
RIA
$116M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Premier Financial Group

Premier Financial Group is an investment adviser based in Eureka, CA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include individual clients, pension and profit-sharing plans, and high-net-worth individuals. Its regulatory assets under management total $820 million, as filed on 2 March 2026.

Premier Financial Group charges 0.40%–2.00% a year for its Client Investment Accounts.

Regulatory AUM: $820M
Clients: 593
Advisory staff: 12
Fee schedule: 0.40% to 2.00% a year
Headquarters: 725 Sixth Street, Eureka, CA 95501-1103
Phone: 707-443-2741
Website: premierfinancial.com

No. 2 · RIA

Redwood Coast Financial Partners

Redwood Coast Financial Partners is an investment adviser based in Eureka, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $152 million, as filed on 20 January 2026.

Redwood Coast Financial Partners charges 1.00%–2.00% a year for its Asset-Based Fees for Portfolio Management.

Regulatory AUM: $152M
Clients: 995
Advisory staff: 2
Fee schedule: 1.00% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 923 3rd Street, Eureka, CA 95501
Phone: 707-444-9212
Website: redwoodcoastfinancialpartners.com

No. 3 · RIA

Ebert Capital Management

Ebert Capital Management is an investment adviser based in Eureka, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $116 million, as filed on 11 May 2026.

Regulatory AUM: $116M
Clients: 187
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 530 F Street, Eureka, CA 95501
Phone: 707-407-3813
Website: ebertcapital.com

Questions about financial advisors in Eureka

How many financial advisor firms are headquartered in Eureka?

3 SEC-registered financial advisor firms report their principal office in Eureka, CA, managing $1.09B 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 Eureka?

Premier Financial Group, with $820M in regulatory assets under management on its latest Form ADV. The next largest are Redwood Coast Financial Partners ($152M) and Ebert Capital Management ($116M).

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

How large is a typical financial advisor firm in Eureka?

The median firm manages $152M in regulatory assets. That is the midpoint of the 3 firms headquartered in Eureka.

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

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

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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