Data / Investment advisers / California / San Ramon
Investment advisers in San Ramon, CA: 15 firms, $6.8 billion in AUM
15 investment advisers have their main office in San Ramon, California: 15 SEC registered and 0 exempt reporting. The registered advisers report $6.8 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is California Financial Advisors with $2.3 billion.
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- 15Advisers
- 15SEC registered
- $6.8 billionTotal AUM
- 14Advisers over $100 million
- 0Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| California Financial Advisors | San Ramon | $2.26 billion | 3,547 | 14 | Not listed | (925) 275-1000 | adviserinfo.sec.gov | |
| Insight Wealth Strategies, LLC | San Ramon | $1.22 billion | 2,042 | 12 | Not listed | (925) 659-8020 | adviserinfo.sec.gov | |
| American Investors Co | San Ramon | $630.7 million | 1,554 | 32 | Not listed | (925) 866-2882 | americaninvestorsco.com | adviserinfo.sec.gov |
| Prosperity Financial Group, Inc. | San Ramon | $503 million | 1,360 | 10 | Not listed | (925) 314-8500 | 401kprosperityfg.com | adviserinfo.sec.gov |
| New Insight Wealth Advisors | San Ramon | $396.9 million | 360 | 7 | Not listed | (925) 236-2525 | adviserinfo.sec.gov | |
| Accretive Wealth Management, LLC | San Ramon | $290.7 million | 377 | 4 | Not listed | (925) 365-1533 | adviserinfo.sec.gov | |
| Auspicious Financial Planning, LLC | San Ramon | $278 million | 609 | 2 | Not listed | (925) 355-1200 | auspiciousfinancial.com | adviserinfo.sec.gov |
| Carey Wealth Management | San Ramon | $222.8 million | 283 | 3 | Not listed | (925) 406-4186 | adviserinfo.sec.gov | |
| Alcosta Capital Management, Inc. | San Ramon | $210.2 million | 121 | 2 | Not listed | (888) 267-6729 | alcostacapital.com | adviserinfo.sec.gov |
| Cannon Beach Financial Advisors | San Ramon | $209.2 million | 549 | 2 | Not listed | (888) 839-9399 | adviserinfo.sec.gov | |
| Certified Planners, Inc. | San Ramon | $196.6 million | 536 | 2 | Not listed | (925) 553-7200 | certifiedplannersinc.com | adviserinfo.sec.gov |
| Giving Tree Wealth Advisors | San Ramon | $138 million | 225 | 2 | Not listed | (844) 434-6435 | givingtreewealth.com | adviserinfo.sec.gov |
| Veraz Advisors | San Ramon | $109.6 million | 428 | 8 | Not listed | (844) 848-3729 | verazadvisors.com | adviserinfo.sec.gov |
| Secure Retirement Financial & Insurance Services Corp. | San Ramon | $102 million | 481 | 5 | Not listed | (925) 855-4300 | secureretire.com | adviserinfo.sec.gov |
| Bridgebay Financial, Inc. | San Ramon | Not listed | 0 | 2 | Not listed | (925) 743-0200 | bridgebay.com | adviserinfo.sec.gov |
Newest SEC registrations in San Ramon
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Giving Tree Wealth Advisors | San Ramon | CA | August 27, 2026 | $138 million | givingtreewealth.com | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.