AdvisorCensus / Financial advisors / California / Riverside, CA / New firms
New investment advisory firms in Riverside, CA
6 investment advisory firms in Riverside, CA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Sequoia Ridge Wealth LLC | Redlands, CA | State-registered investment adviser |
April 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| AIX Alpha LLC | Corona, CA | Exempt reporting adviser |
| Shah Wealth Advisors | Chino Hills, CA | SEC-registered investment adviser |
December 2025 (3)
| Firm | Location | Registration |
|---|---|---|
| Clearwave Capital | Upland, CA | SEC-registered investment adviser |
| Investment Managers Group, LLC | Temecula, CA | SEC-registered investment adviser |
| Wolfgang Capital | Temecula, CA | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Riverside, CA. https://advisorcensus.com/advisors/ca/riverside/new-firms https://advisorcensus.com/advisors/ca/riverside/new-firms