Financial advisers in Granite Bay, CA
5 registered investment adviser firms in Granite Bay managing $1.7B in assets, based on public SEC Form ADV filings.
Parkshore Wealth Management
Granite Bay, CA · Est. 2013
Regional
- AUM
- $518M
- Per adviser
- $129M
- Advisers
- 4
No reported disclosures
Spectrum Wealth Advisory Group, LLC
Granite Bay, CA · Est. 2018
Local
- AUM
- $445M
- Per adviser
- $111M
- Advisers
- 4
No reported disclosures
Abound Financial
Granite Bay, CA · Est. 2023
Local
- AUM
- $428M
- Per adviser
- $214M
- Advisers
- 2
No reported disclosures
Dynamic Wealth Strategies, LLC
Granite Bay, CA · Est. 2022
Regional
- AUM
- $191M
- Per adviser
- $48M
- Advisers
- 4
No reported disclosures
Onesource Wealth Management
Granite Bay, CA · Est. 2024
Regional
- AUM
- $150M
- Per adviser
- $75M
- Advisers
- 2
No reported disclosures