Top 5 financial advisor firms in Granite Bay

5 SEC-registered financial advisor firms are headquartered in Granite Bay, CA, with $1.73B in combined regulatory assets under management. The largest by assets are Parkshore Wealth Management ($518M), Spectrum Wealth Advisory Group ($445M) and Kerux ($428M).

5
Financial advisor firms: $1.73B
Their combined AUM: $428M
Median firm AUM: 2,127
Clients of the top 5

The 5 largest by assets

1
Parkshore Wealth Management
RIA
$518M
Regulatory AUM
2
Spectrum Wealth Advisory Group
RIA
$445M
Regulatory AUM
3
Kerux
RIA
$428M
Up to 2.05% a year
4
Dynamic Wealth Strategies
RIA
$191M
Regulatory AUM
5
Legacy Capital Management, Limited Liability
RIA
$150M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

Parkshore Wealth Management

Parkshore Wealth Management is an investment adviser based in Granite Bay, CA, registered with the SEC since 2013. 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 $518 million, as filed on 11 June 2026.

Regulatory AUM: $518M
Clients: 528
Advisory staff: 4
Founded: 2008
Custodians: Charles Schwab
Headquarters: 5940 Granite Lake Drive, Granite Bay, CA 95746
Phone: 916-797-3007
Website: parkshorewealth.com

No. 2 · RIA

Spectrum Wealth Advisory Group

Spectrum Wealth Advisory Group is an investment adviser based in Granite Bay, 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 $445 million, as filed on 10 March 2026.

Regulatory AUM: $445M
Clients: 670
Advisory staff: 4
Custodians: LPL Financial
Headquarters: 5925 Granite Lake Drive, Suite 130, Granite Bay, CA 95746
Phone: 916-772-5970
Website: spectrumw.com

No. 3 · RIA

Kerux

Kerux is an investment adviser based in Granite Bay, CA, registered with the SEC since 2023. 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 $428 million, as filed on 14 July 2026.

Kerux charges up to 2.05% a year for its Investment management and financial planning.

Regulatory AUM: $428M
Clients: 541
Advisory staff: 2
Founded: 2016
Fee schedule: Up to 2.05% a year
Custodians: LPL Financial
Headquarters: 4180 Douglas BLVD, Suite 200, Granite Bay, CA 95746
Phone: 916-846-7780
Website: kerux.com

No. 4 · RIA

Dynamic Wealth Strategies

Dynamic Wealth Strategies is an investment adviser based in Granite Bay, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $191 million, as filed on 23 March 2026.

Regulatory AUM: $191M
Clients: 159
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 9700 Village Center Drive, Suite 50-A, Granite Bay, CA 95746
Phone: 916-673-3470
Website: dynwealth.com

No. 5 · RIA

Legacy Capital Management, Limited Liability

Legacy Capital Management, Limited Liability is an investment adviser based in Granite Bay, CA, registered with the SEC since 2024. 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 $150 million, as filed on 1 October 2026.

Regulatory AUM: $150M
Clients: 229
Advisory staff: 2
Custodians: Interactive Brokers, Charles Schwab
Headquarters: 4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA 95746
Phone: 916-967-3500
Website: wisemoneyguys.com

Questions about financial advisors in Granite Bay

How many financial advisor firms are headquartered in Granite Bay?

5 SEC-registered financial advisor firms report their principal office in Granite Bay, CA, managing $1.73B 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 Granite Bay?

Parkshore Wealth Management, with $518M in regulatory assets under management on its latest Form ADV. The next largest are Spectrum Wealth Advisory Group ($445M) and Kerux ($428M).

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

How large is a typical financial advisor firm in Granite Bay?

The median firm manages $428M in regulatory assets. That is the midpoint of the 5 firms headquartered in Granite Bay.

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

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

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

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