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

We provide wealth advisors with the autonomy to cultivate 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

Golden State Wealth Management and Golden State Equity Partners are investment advisors 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 Named to Forbes Top RIA Firms for Fourth Consecutive Year

This accolade places Golden State among the top 250 registered investment advisory firms in the U.S., a testament to its sustained commitment to client-first fiduciary advice, operational excellence, and the ongoing strength of its advisor network.

Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida

Golden State Equity Partners (Golden State) is pleased to announce that Colton Lightner, CFP®, AIF®, founder of Topwater Capital, has joined its growing network of independent financial advisors. Colton will custody his clients’ assets with Raymond James while receiving the business resources and support of Golden State.

Golden State Welcomes John Young, CFP® of Young Global Wealth Strategies in Boulder, CO

John Young will continue operating under his established DBA of Young Global Wealth Strategies, Inc., further aligning with Golden State’s mission to support independent advisors who value flexibility, innovation, and client-focused service.

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.

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.

This 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.