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Top 3 financial advisor firms in Redlands

3 SEC-registered financial advisor firms are headquartered in Redlands, CA, with $2.04B in combined regulatory assets under management. The largest by assets are KWB Wealth ($1.23B), Diligent Investors ($663M) and Bosman Wealth Management ($140M).

3
Financial advisor firms
$2.04B
Their combined AUM
$663M
Median firm AUM
2,991
Clients of the top 3

The 3 largest by assets

  1. 1
    KWB Wealth

    RIA

    $1.23B

  2. 2
    Diligent Investors

    RIA

    $663M

  3. 3
    Bosman Wealth Management

    RIA

    $140M

Profiles of the top 3

No. 1 · RIA

KWB Wealth

KWB Wealth is an investment adviser based in Redlands, CA, registered with the SEC since 2020. 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 $1.23 billion, as filed on 14 July 2026.

KWB Wealth charges 0.50%–1.30% a year for its KWB Wealth Advisory Service.

Regulatory AUM
$1.23B
Clients
1,971
Advisory staff
8
Fee schedule
0.50% to 1.30% a year
Custodians
LPL Financial
Headquarters
1782 Orange Tree Lane, Redlands, CA 92374
Phone
909-307-8220
Website
kwbwealth.com

No. 2 · RIA

Diligent Investors

Diligent Investors is an investment adviser based in Redlands, CA, registered with the SEC since 2011. 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 $663 million, as filed on 25 February 2026.

Diligent Investors charges 1.00%–1.50% a year for its Wrap Comprehensive Portfolio Management.

Regulatory AUM
$663M
Clients
884
Advisory staff
3
Fee schedule
1.00% to 1.50% a year
Custodians
Charles Schwab
Headquarters
1447 Ford Street, Suite 200, Redlands, CA 92374
Phone
909-792-2894

No. 3 · RIA

Bosman Wealth Management

Bosman Wealth Management is an investment adviser based in Redlands, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $140 million, as filed on 13 March 2026.

Bosman Wealth Management charges 1.10% a year for its Asset Management.

Regulatory AUM
$140M
Clients
136
Advisory staff
1
Fee schedule
1.10% to 1.10% a year
Custodians
Charles Schwab
Headquarters
555 Cajon Street, Suite D, Redlands, CA 92373
Phone
909-792-6765
Website
bosmanwealth.com

Questions about financial advisors in Redlands

How many financial advisor firms are headquartered in Redlands?

3 SEC-registered financial advisor firms report their principal office in Redlands, CA, managing $2.04B 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 Redlands?

KWB Wealth, with $1.23B in regulatory assets under management on its latest Form ADV. The next largest are Diligent Investors ($663M) and Bosman Wealth Management ($140M).

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

How large is a typical financial advisor firm in Redlands?

The median firm manages $663M in regulatory assets. That is the midpoint of the 3 firms headquartered in Redlands.

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

How much do financial advisors in Redlands 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 1.10% 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 Redlands?

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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