Empowering investment professionals who are dedicated to enhancing the lives of others.

We provide wealth advisors with the autonomy to culivate independent, impactful, and enduring practices.

When our advisors succeed, their clients thrive.

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Our partnership provides you with a comprehensive support network, including:

Flexible affiliation models
(fee-only or hybrid)
Robust compliance oversight

Strategic marketing assistance
Advanced technology resources

Turnkey asset management program
Alternative investing platform

Succession planning guidance
Merger and acquisition opportunities

The Golden State Story

The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the SEC, dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 by a group of executives who have partnered with advisors serving over $4 Billion in assets under care¹.

Golden State is a multi-custodial firm that provides its community of advisors with an extensive support network in today’s complex markets. Golden State’s flagship office is located in South Coast Metro, California. With offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.

Our Team

News

Golden State is Recognized as One of USA Today’s Best Financial Advisory Firms for the Third Consecutive Year

Golden State is proud to announce that it has once again been recognized by USA Today as one of America’s Best Financial Advisory Firms for 2025—marking the third year in a row the firm has received this prestigious distinction.

Golden State’s Asset Management Program Expands Offerings and Enhances Advisor Support by Partnering with WealthShield

Golden State Asset Management (“GSAM”) is pleased to announce a series of strategic enhancements designed to further empower financial advisors and their clients. These initiatives, set to launch throughout 2025, reflect GSAM’s commitment to delivering sophisticated investment strategies and increased operational support.

Golden State Ranked Again on Forbes America’s Top RIA Firms for 2024

This third annual list has 250 advisory firms with cumulative assets of more than $1.6 trillion.

Contact

201 E Sandpointe, Suite 460 South Coast Metro, CA 92707 | 866-273-1563

Contact

201 E Sandpointe, Suite 460
South Coast Metro, CA 92707 | 866-273-1563

General Inquiries: contact@teamgoldenstate.com
Join our Team: business.development@teamgoldenstate.com
Media Inquiries: Jennifer.nahas@teamgoldenstate.com

¹Per SEC Filings as of March 31, 2025; Golden State.
²As reported in Financial Planning magazine, June 1996-2024, based on total revenue.
³This website has been independently produced by Golden State, is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Golden State provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction. The Golden State family of companies are unaffiliated entities from Charles Schwab & Co., Inc. – each responsible for its own services and policies. Trademarks belong to their respective owners.