Top 22 Wealth Management Innovators in California
Top 22 Wealth Management Innovators in California
The wealth management industry in California encompasses a diverse range of companies devoted to managing individual or institutional wealth. These firms aid in decision-making related to investments, tax filing, estate planning, retirement guidance, and more, providing a single stop for diverse financial needs. Leveraging current financial technology (FinTech) trends, wealth management firms are also gaining competitive advantages through digital transformation, offering personalized, tech-enabled services. This industry continues to evolve with increasing recognition of a holistic approach to financial planning and potential advancements in AI and data analytics for managing assets and advising clients.
Top 22 wealth management companies in California
1. SS&C Advent
- Website: advent.com
- Headquarters: San Francisco, California, United States
- Founded: 1983
- Headcount: 1001-5000
- Latest funding type: Acquired
SS&C Advent is a financial technology company that provides solutions and services to clients in the asset management, wealth management, and alternative investment space. With a suite of award-winning financial technology solutions, they optimize workflows and deliver financial services innovations and insights.
2. Edelman Financial Engines
- Website: edelmanfinancialengines.com
- Headquarters: Santa Clara, California, United States
- Founded: 1987
- Headcount: 1001-5000
- Latest funding type: Private Equity
Edelman Financial Engines is a wealth management company that provides financial planning services to today’s investor. They offer personalized advice and guidance to help individuals build wealth and achieve their financial goals.
3. SigFig
- Website: sigfig.com
- Headquarters: San Francisco, California, United States
- Founded: 2006
- Headcount: 201-500
- Latest funding type: Series E
SigFig is a financial technology company that offers digital wealth platforms and personalized investing experiences for mass and mass affluent clients. They provide intelligent portfolio management and client interaction management platforms for financial services professionals.
4. AssetMark
- Website: assetmark.com
- Headquarters: Concord, California, United States
- Founded: 1996
- Headcount: 501-1000
- Latest funding type: Ipo
AssetMark is a third-party asset management platform that provides dynamic solutions and personalized service to financial advisors. They offer streamlined administrative support, investment research, and client communication tools to help advisors enhance their clients' experience. AssetMark's services include investment management solutions, retirement services, and transition support. They empower independent advisors by providing compelling wealth management technology and tailored guidance. Their goal is to help advisors strengthen client relationships and advance their practice.
5. Wealthfront
- Website: wealthfront.com
- Headquarters: Palo Alto, California, United States
- Founded: 2011
- Headcount: 201-500
- Latest funding type: Convertible Note
Wealthfront is a leading robo-advisor in the fintech domain, offering investment-related services to its clients.
6. Pacific Advisors
- Website: pacificadvisors.com
- Headquarters: Claremont, California, United States
- Headcount: 51-200
Pacific Advisors is a financial advisory firm that provides comprehensive wealth management services. With decades of collective knowledge and proven strategies, we help individuals and families create a plan of action for a financially secure future. Our mission is to help our clients produce and support a good life for the rest of their lives.
7. Lido Advisors, LLC
- Website: lidoadvisors.com
- Headquarters: Los Angeles, California, United States
- Founded: 1999
- Headcount: 51-200
- Latest funding type: Private Equity
Lido Advisors is a private wealth management and advisory company that offers a holistic approach to financial planning. With over $11 billion in assets under management, Lido provides a personal, sophisticated, family office experience to its clients, helping them protect, grow, and preserve their legacies.
8. Origin
- Website: useorigin.com
- Headquarters: San Francisco, California, United States
- Founded: 2018
- Headcount: 51-200
- Latest funding type: Series B
Origin Financial is a company that offers financial services and solutions to individuals and businesses. With a focus on providing personalized financial advice and guidance, they help clients manage their investments, plan for retirement, and achieve their financial goals. Their team of experienced professionals offers a wide range of services including wealth management, estate planning, and tax strategies.
9. HoyleCohen Wealth Management
- Website: hoylecohen.com
- Headquarters: San Diego, California, United States
- Founded: 2001
- Headcount: 51-200
HoyleCohen is a wealth management and financial advisory firm that helps individuals and families achieve long-term financial security and peace of mind. They offer personalized financial planning and investment management services, focusing on holistic planning and understanding clients' goals. With over 500 years of industry experience and a team of caring advisors, HoyleCohen provides guidance for smarter financial decisions.
10. Signature Estate & Investment Advisors, LLC
- Website: seia.com
- Headquarters: Los Angeles, California, United States
- Founded: 1997
- Headcount: 51-200
- Latest funding type: Private Equity
SEIA is a wealth management company that offers investment management, financial planning, investment solutions, risk management, tax planning, trust and estate planning, business advisory, and wealth counseling services.
11. Jordan Park Group
- Website: jordanpark.com
- Headquarters: San Francisco, California, United States
- Founded: 2017
- Headcount: 51-200
Jordan Park is a company offering wealth management and financial advisory services. They aim to help individuals and businesses achieve their financial goals through personalized investment strategies and expert advice.
12. Mission Wealth
- Website: missionwealth.com
- Headquarters: Santa Barbara, California, United States
- Founded: 2000
- Headcount: 51-200
Mission Wealth is a wealth management firm that provides holistic financial services to high net worth families. They offer a high-touch service tailored to each family's unique needs, focusing on empowering clients to lead fulfilled lives. Their integrated wealth solution combines wealth management, investment management, asset protection, tax and estate planning advice to help clients achieve their financial goals and dreams. They also provide tax reduction strategies and manage investment portfolios efficiently. Clients seek their guidance during major life events such as retirement, inheritance, divorce, or sale of a business.
13. Block
- Website: block.xyz
- Headquarters: San Francisco, California, United States
- Founded: 2009
- Headcount: 5001-10000
- Latest funding type: Ipo
Block.xyz is a company that offers a range of financial services and solutions for investors. They provide building blocks for investment strategies, including cash app integration and partnership with TIDAL. Their expertise lies in helping individuals and businesses navigate the investment landscape.
14. LPL Financial
- Website: lpl.com
- Headquarters: San Diego, California, United States
- Founded: 1989
- Headcount: 1001-5000
- Latest funding type: Ipo
LPL is a financial services company that specializes in creating customized financial plans tailored to individual needs. They offer comprehensive financial planning solutions and prioritize building long-term relationships with their clients. With a focus on trust, honesty, and integrity, LPL strives to deliver a quality client experience that exceeds expectations.
15. Oaktree Capital Management, L.P.
- Website: oaktreecapital.com
- Headquarters: Los Angeles, California, United States
- Founded: 1995
- Headcount: 1001-5000
- Latest funding type: Acquired
Oaktree Capital is an investment management firm that offers a variety of investment strategies and products to its clients. With a focus on credit, private equity, and real assets, the company aims to deliver consistent and superior risk-adjusted returns.
16. Beacon Pointe
- Website: beaconpointe.com
- Headquarters: Newport Beach, California, United States
- Founded: 2002
- Headcount: 201-500
- Latest funding type: Secondary Market
Beacon Pointe is an independent advisory firm providing clients with objective, thoughtful investment and financial guidance.
17. EP Wealth Advisors
- Website: epwealth.com
- Headquarters: Torrance, California, United States
- Founded: 2004
- Headcount: 201-500
- Latest funding type: Series Unknown
EP Wealth Advisors is an independent financial advisory firm that offers comprehensive financial planning and investment management services. They provide personalized solutions to meet individual financial goals and needs. With a planning-based approach and deep expertise, they help clients achieve financial success and focus on what's important to them.
18. Independent Options, Inc.
- Website: independentoptions.org
- Headquarters: Corona, California, United States
- Founded: 1984
- Headcount: 201-500
Independentoptions.org is a company that offers a range of services to individuals and businesses. They specialize in providing unbiased advice and solutions in various areas such as finance, investments, insurance, and retirement planning.
19. David&Goliath
- Website: dng.com
- Headquarters: El Segundo, California, United States
- Founded: 1999
- Headcount: 51-200
- Latest funding type: Acquired
David&Goliath is a company that offers professional business solutions to their clients. They specialize in providing strategic advice and financial services to help businesses grow and succeed.
20. Jasper Ridge Partners, L.P.
- Website: jasperridge.com
- Headquarters: Menlo Park, California, United States
- Founded: 1995
- Headcount: 51-200
Jasper Ridge Partners is an investment firm providing customized solutions for prominent families, foundations, and global institutions.
21. Dowling & Yahnke Wealth Advisors
- Website: dywealth.com
- Headquarters: San Diego, California, United States
- Founded: 1991
- Headcount: 51-200
- Latest funding type: Acquired
D&Y Wealth Advisors is a financial advisory firm that helps individuals and businesses navigate life's financial challenges. They offer personalized fiduciary advice and guidance to clients in various situations, such as selling a company, going through a divorce, or planning for retirement.
22. Beach Point Capital Management LP
- Website: beachpoint.capital
- Headquarters: Santa Monica, California, United States
- Founded: 2009
- Headcount: 51-200
Beach Point Capital Management is an investment firm that specializes in managing risk and discovering opportunities beyond the traditional approach. With a team of experienced professionals, the company offers strategic investment solutions to navigate the complexities of the market.
Want to find more wealth management companies?
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