Golden State
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
201 Sandpointe Ave Ste 460, Santa Ana, C...Phone Number
(866) 273-1563Website
www.teamgoldenstate.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
2
2
About Golden State
Golden State is an investment adviser registered with the SEC, dedicated to supporting financial professionals and their clients. The firm offers a comprehensive support network that includes flexible affiliation models, compliance oversight, strategic marketing assistance, and advanced technology resources. With a focus on empowering independent advisors, Golden State aims to enhance the lives of clients through impactful investment practices. Established in 2013, the firm has grown to become one of the top registered investment advisory firms in the U.S.Explore more
Golden State Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Golden State your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if Golden State had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Golden State
Check if Golden State has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Golden State has new funding data
Golden State, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Golden State is spiking on competitors!
Earning: See what the market has to say on Golden State recently announced quarterly report
Product Launch: Get notified when Golden State launches new products
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Golden State
Compare insights from companies similar to Golden State, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Golden State is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Golden State is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Golden State.
Golden State Tech Stack
A closer look at the technologies used by Golden State
See more technologies
Most Recent Scoops
Award
Award
Award
Left Company
Executive Move
Golden State has announced that Eric Ripley, Executive VP, Business Development, has left the organization to join Endeavor Search Partners as Managing Director.
Left Company
Executive Move
Golden State News & Media
Sandra Cho of Pointwealth Capital Management Named to Forbes 2026 Best-in-State Top Women Wealth Advisors List
Forbes has recognized Sandra Cho, Founder and Wealth Advisor of Pointwealth Capital Management on its 2026 Best-in-State Top Women Wealth AdvisorsGolden State Named to Forbes Top RIA Firms for Fourth Consecutive Year
SOUTH COAST METRO, Calif., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Golden State is proud to announce that it has again been recognized on the fourth annual Forbes | SHOOK “America’s Top RIA Firms” list — marking the firm’s fourth straight year to receive this distinction.Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida
Colton Lightner, CFP®, AIF®, founder of Topwater Capital, brings extensive experience in wealth management and a deep commitment to his local community.Golden State is Recognized as One of USA Today’s Best Financial Advisory Firms for the Third Consecutive Year
Golden State’s continued presence on USA Today's Best Financial Advisory Firm list is a testament to its commitment to serving financial advisors.
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Golden State
Sign Up For FreeTo access detailed company insights
Golden State is an investment adviser registered with the SEC, dedicated to supporting financial professionals and their clients. The firm offers a comprehensive support network that includes flexible affiliation models, compliance oversight, strategic marketing assistance, and advanced technology resources. With a focus on empowering independent a... Read More
