Investment adviser firms in GRANITE BAY, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- DYNAMIC WEALTH STRATEGIES, LLCCRD 167594 · GRANITE BAY, CA$190,658,400.00Regulatory AUM · August 2026
- KERUX, LLCCRD 327724 · GRANITE BAY, CA$428,000,000.00Regulatory AUM · August 2026
- LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYCRD 319078 · GRANITE BAY, CA$149,813,898.00Regulatory AUM · August 2026
- PARKSHORE WEALTH MANAGEMENTCRD 148052 · GRANITE BAY, CA$517,887,077.00Regulatory AUM · August 2026
- SPECTRUM WEALTH ADVISORY GROUP, LLCCRD 298632 · GRANITE BAY, CA$445,367,405.00Regulatory AUM · August 2026