| 1. American Money Management, LLC CRD 115357 · Limited Liability Company | RANCHO SANTA FE, CA | $844.0M Mar 2026 | +$110.0M+15.0% | +$291.0M+52.6% | +$451.0M+114.8% | +$682.7M+423.3% | -1 employees-7.1% over 3Y | +301 accounts+19.3% over 3Y |
| 2. Essential Partners LLC CRD 315959 · Limited Liability Company | RANCHO SANTA FE,, CA | $401.1M Mar 2026 | +$176.4M+78.5% | -$7.3M-1.8% | — | — | +1 employees+100.0% over 3Y | +279 accounts+930.0% over 3Y |
| 3. "tate Asset Management" And "dco Wealth Management" CRD 160657 · Limited Liability Company | RANCHO SANTA FE, CA | $393.4M Mar 2026 | +$70.4M+21.8% | +$186.6M+90.3% | +$150.1M+61.7% | +$351.9M+849.1% | 0 employees+0.0% over 3Y | +88 accounts+15.5% over 3Y |
| 4. Bull Oak Capital, LLC CRD 170325 · Limited Liability Company | RANCHO SANTA FE, CA | $261.6M Jul 2026 | +$65.5M+33.4% | +$122.0M+87.4% | — | +$145.4M+125.1% | +4 employees+133.3% over 3Y | +119 accounts+42.8% over 3Y |
| 5. Fairbanks Capital Management, INC. CRD 107650 · Corporation | RANCHO SANTA FE, CA | $210.6M Mar 2026 | -$131.7M-38.5% | -$13.2M-5.9% | +$24.4M+13.1% | +$73.7M+53.8% | -1 employees-16.7% over 3Y | +47 accounts+25.1% over 3Y |
| 6. Scsc Advisors, LLC CRD 343551 · Limited Liability Company | RANCHO SANTA FE, CA | $158.0M Oct 2026 | — | — | — | — | 0 employees+0.0% over Total | — |