Financial advisers in Bakersfield, CA
7 registered investment adviser firms in Bakersfield managing $2.2B in assets, based on public SEC Form ADV filings.
Bolthouse Investment Management Services
Bakersfield, CA · Est. 2012
Local
- AUM
- $631M
- Per adviser
- $126M
- Advisers
- 5
No reported disclosures
Woodward Diversified Capital, LLC
Bakersfield, CA · Est. 2019
LocalInternational
- AUM
- $610M
- Per adviser
- $152M
- Advisers
- 4
No reported disclosures
Barnes Wealth Management Group
Bakersfield, CA · Est. 2020
Local
- AUM
- $477M
- Per adviser
- $68M
- Advisers
- 7
No reported disclosures
Anchor Point Financial
Bakersfield, CA · Est. 2025
Local
- AUM
- $174M
- Per adviser
- $174M
- Advisers
- 1
No reported disclosures
Entruity Wealth, LLC
Bakersfield, CA · Est. 2021
Local
- AUM
- $171M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Mestmaker & Petrey Wealth Advisors
Bakersfield, CA · Est. 2019
Local
- AUM
- $141M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Clera
Bakersfield, CA · Est. 2025
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures