RIAs in Granite Bay, California
Explore 5 RIAs headquartered in Granite Bay, with $1.7B in combined reported AUM.
RIAs5Headquartered here
Total AUM$1.7BReported regulatory AUM
Total Employees28Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Granite Bay
5 RIAsShowing 1–5 of 5 RIAs
Parkshore Wealth Management
GRANITE BAY, CAReported AUM$517.9M
Employees10
29.9% of city AUMView RIA ↗
Spectrum Wealth Advisory Group, LLC
GRANITE BAY, CAReported AUM$445.4M
Employees5
25.7% of city AUMView RIA ↗
Kerux, LLC
GRANITE BAY, CAReported AUM$428M
Employees2
24.7% of city AUMView RIA ↗
Dynamic Wealth Strategies, LLC
GRANITE BAY, CAReported AUM$190.7M
Employees8
11.0% of city AUMView RIA ↗
Onesource Wealth Management
GRANITE BAY, CAReported AUM$149.8M
Employees3
8.7% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.