| 1. Bolthouse Investment Management Services CRD 148531 · Limited Liability Company | BAKERSFIELD, CA | $631.2M Apr 2026 | +$86.4M+15.9% | +$277.8M+78.6% | +$209.1M+49.5% | +$199.2M+46.1% | -2 employees-18.2% over 3Y | +92 accounts+45.5% over 3Y |
| 2. Woodward Diversified Capital, LLC CRD 306299 · Limited Liability Company | BAKERSFIELD, CA | $609.8M Mar 2026 | +$102.3M+20.1% | +$219.2M+56.1% | +$219.4M+56.2% | +$385.7M+172.1% | +3 employees+100.0% over 3Y | -574 accounts-56.7% over 3Y |
| 3. Barnes Wealth Management Group CRD 132189 · Corporation | BAKERSFIELD, CA | $477.2M Mar 2026 | +$140.4M+41.7% | +$322.3M+208.0% | +$356.4M+294.9% | +$356.4M+294.9% | +2 employees+20.0% over 3Y | +980 accounts+200.0% over 3Y |
| 4. Anchor Point Financial CRD 334103 · Limited Liability Company | BAKERSFIELD, CA | $173.6M Feb 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 5. Entruity Wealth, LLC CRD 288331 · Limited Liability Company | BAKERSFIELD, CA | $171.3M Mar 2026 | +$42.7M+33.2% | +$64.9M+61.0% | +$100.3M+141.2% | — | 0 employees+0.0% over 3Y | +135 accounts+21.2% over 3Y |
| 6. Mestmaker & Petrey Wealth Advisors CRD 148484 · Corporation | BAKERSFIELD, CA | $140.8M Apr 2026 | -$50.0M-26.2% | +$46.8M+49.8% | -$904.0K-0.6% | +$42.0M+42.6% | 0 employees+0.0% over 3Y | -55 accounts-13.2% over 3Y |