Adviser Record

Investment advisers in Bakersfield, CA

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-11-01

All advisers in CA

FirmAssetsEmployeesDisclosures
Bolthouse Investment Management Services$631.2 million90
Woodward Diversified Capital, LLC$609.7 million60
Barnes Wealth Management Group$477.2 million120
Anchor Point Financial$173.6 million10
Entruity Wealth, LLC$171.3 million40
Mestmaker & Petrey Wealth Advisors$140.8 million30