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Golden State

EST. AUM
$2,215,873,193

CONTACTS
0

CLIENT ACCOUNTS
7,029

Firm Details

Metro area Billings
CRD Number 167995
Website teamgoldenstate.com
Client types

Overview

Golden State is a nationally recognized wealth management organization that supports independent financial advisors through a multi-entity structure. Founded in California, the firm operates through three SEC-registered investment adviser affiliates: Golden State Wealth Management, Golden State Equity Partners, and Golden State Asset Management. It has received repeated recognition from industry publications for its advisor satisfaction, professional reputation, and platform strength. Golden State is not a traditional wirehouse or broker-dealer. Instead, it offers a modern, independent ecosystem for advisors seeking autonomy, high-touch support, and flexible affiliation models. The firm continues to expand across the United States by partnering with growth-minded advisors who value independence and personalized practice development.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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