Investment advisers in Granite Bay, CA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Parkshore Wealth Management | $517.9 million | 10 | 0 |
| Spectrum Wealth Advisory Group, LLC | $445.4 million | 5 | 0 |
| Abound Financial | $428.0 million | 2 | 0 |
| Dynamic Wealth Strategies, LLC | $190.7 million | 8 | 0 |
| Onesource Wealth Management | $149.8 million | 3 | 0 |