Rialytix insights

Top RIA Firms in Bakersfield, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bakersfield, California. This hub covers 6 matching firms with $2.2B in total reported AUM and median AUM of $325.4M.

Firms

Matching current profiles

Total AUM

$2.2B

Reported regulatory AUM

Median AUM

$325.4M

Across firms with AUM

Largest firm

$631.2M

Bolthouse Investment Management Services

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
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

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.