Milestone places the firm among the top tier of independent RIAs nationwide as it expands advisory teams, launches a Family Office, and broadens its investment platform.
LOS ANGELES, CA — June 9, 2026 — SteelPeak Wealth, an SEC-registered investment advisory firm headquartered in Los Angeles, today announced that it has crossed $5 billion in assets under management (AUM). The milestone marks one of the most significant moments in the firm’s history and reflects sustained organic growth, strategic expansion, and deepening client relationships.
This milestone places SteelPeak among an elite group of registered investment advisory firms nationwide. Crossing the $5 billion threshold puts SteelPeak in the top tier of the industry, fewer than 13% of the country's roughly 16,000 SEC-registered investment advisors manage $5 billion or more. It's a position few firms reach, and a clear signal of the strength of the business model.
“Reaching $5 billion is not a finish line, it’s a reflection of the trust our clients place in us every day,” said Reza Zamani, Founder & CEO of SteelPeak Wealth. “We built this firm on a simple belief: that sophisticated, comprehensive advice should be delivered with the care and attention of a true partner. This milestone tells us that belief resonates.”
SteelPeak’s growth has been propelled by a combination of factors that few firms manage to align at once. Participation in the Schwab Advisor Network has connected the firm with clients seeking experienced fiduciary guidance, while the addition of new custodial relationships has expanded the firm’s reach and flexibility. A modernized digital marketing engine has raised SteelPeak’s national profile, and referrals from existing clients — the truest measure of client satisfaction — have remained a cornerstone of new business.
The firm’s acquisition of Ridgeway & Warner marked a defining chapter in its expansion of its tax consulting services, extending SteelPeak’s footprint into Santa Barbara and bringing seasoned talent and established relationships into the SteelPeak family.
Much of SteelPeak’s momentum stems from a deliberate expansion of the services it offers clients. The launch of the firm’s Family Office Services delivers integrated, high-touch oversight for the most complex household balance sheets. Dedicated Tax Consulting and Estate Consulting solutions allow clients to coordinate investment, tax, and estate planning under one roof.
SteelPeak Sports, a relatively new offering, extends the firm’s expertise to a fast-growing and underserved market: college and professional athletes navigating NIL income, multi-state taxation, and the unique financial demands of an athletic career.
Underpinning it all is a continued investment in advisory talent, with new advisors joining across the firm. In addition, SteelPeak has made a significant enhancement to its investment management capabilities, anchored by the launch of Alpha Summit, the firm’s institutional investment platform serving RIAs, family offices, and endowments.
SteelPeak’s trajectory has not gone unnoticed. The firm was recently named to the USA TODAY / Statista list of Best Financial Advisory Firms 2026, ranking #41 nationally and #1 in California among firms in the $1 billion–$5 billion AUM tier, a recognition built on both asset growth and the recommendations of clients and industry peers.
In 2023, SteelPeak received a minority investment from Emigrant Partners, whose long-term, growth-oriented capital and strategic support have helped the firm scale while preserving its independence and client-first culture.
“None of this happens without our people,” said Tyler Resh, Chief Growth Officer. “Behind every client relationship is a team working tirelessly: operations, planning, compliance, investments, business development, marketing, and service professionals who make excellence look effortless. To everyone who supports this growth: thank you. This milestone is yours as much as anyone’s.”
SteelPeak’s plans for the balance of 2026 reflect the same ambition that carried it past $5 billion:
“We’re just getting started,” Zamani added. “The next chapter is about deepening our impact, for our clients, our employees, and the communities we serve.”
Dylan Drake
Marketing Associate, SteelPeak Wealth
dylan.drake@spwm.com | (949) 783-5745
SteelPeak Wealth is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. AUM figures are as of June 2026. Past performance is no guarantee of future results.