Golden State
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
201 Sandpointe Ave Ste 460, Santa Ana, C...Phone Number
(866) 273-1563Website
www.teamgoldenstate.comRevenue
<$5 MillionIndustry
ZI Rank: 2
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ZI Rank
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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
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Activity Insights
Golden State is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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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.
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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
