Financial advisers in Napa, CA
3 registered investment adviser firms in Napa managing $1.2B in assets, based on public SEC Form ADV filings.
Dedora Capital, INC.
Napa, CA · Est. 2015
Local
- AUM
- $551M
- Per adviser
- $138M
- Advisers
- 4
No reported disclosures
Harrington Investments, INC.
Napa, CA · Est. 1982
Local
- AUM
- $355M
- Per adviser
- $118M
- Advisers
- 3
No reported disclosures
5t Wealth, LLC
Napa, CA · Est. 2003
Local
- AUM
- $331M
- Per adviser
- $83M
- Advisers
- 4