Investment advisers in Rancho Santa Fe, CA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| American Money Management, LLC | $844.0 million | 13 | 0 |
| Essential Partners LLC | $401.1 million | 2 | 0 |
| "Tate Asset Management" and "Dco Wealth Management" | $393.4 million | 5 | 0 |
| Bull Oak Capital, LLC | $261.6 million | 7 | 0 |
| Fairbanks Capital Management, Inc. | $210.6 million | 5 | 0 |
| Scsc Advisors, LLC | $0 | 2 | 0 |