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California Financial Services Directory

Your complete guide to financial regulators, tax agencies, consumer protection offices, and more in California (CA). Capital: Sacramento.

Banking Regulator

California’s official banking regulator office and contact information.

California Department of Financial Protection and Innovation

Regulates state-chartered banks, credit unions, money transmitters, and other financial institutions in California.

Address: 2101 Arena Boulevard, Sacramento, CA 95834
Phone: (866) 275-2677
Website: https://dfpi.ca.gov/

Tax Agency

California’s official tax agency office and contact information.

California Franchise Tax Board

Administers California's personal and corporate income tax laws.

Address: P.O. Box 942857, Sacramento, CA 94257
Phone: (800) 852-5711
Website: https://www.ftb.ca.gov/

Consumer Protection

California’s official consumer protection office and contact information.

California Attorney General - Consumer Protection

Handles consumer complaints and enforces consumer protection laws in California.

Address: 1300 I Street, Suite 125, Sacramento, CA 95814
Phone: (916) 210-6276
Website: https://oag.ca.gov/consumers

Securities Regulator

California’s official securities regulator office and contact information.

California Department of Financial Protection and Innovation

Regulates the offer and sale of securities and the securities industry in California.

Address: 2101 Arena Boulevard, Sacramento, CA 95834
Phone: (866) 275-2677
Website: https://dfpi.ca.gov/

Insurance Commissioner

California’s official insurance commissioner office and contact information.

California Department of Insurance

Regulates the insurance industry and protects insurance consumers in California.

Address: 300 Capitol Mall, Suite 1700, Sacramento, CA 95814
Phone: (800) 927-4357
Website: https://www.insurance.ca.gov/

Additional Resources

Additional financial resources and industry associations in California.

California Bankers Association

Website: https://www.calbankers.com/

California Credit Union League

Website: https://www.ccul.org/

Registered Investment Advisors in California

SEC-registered investment advisory firms operating in California.

Capital Group

Mutual fund management, institutional investment, retirement solutions

CRD #: 107
Address: 333 South Hope Street, Los Angeles, CA 90071
AUM: $2.6T
Website: www.capitalgroup.com

PIMCO

Fixed income, bonds, alternative investments, ESG investing

CRD #: 106055
Address: 650 Newport Center Drive, Newport Beach, CA 92660
AUM: $1.7T
Website: www.pimco.com

Fisher Investments

Wealth management, portfolio management, retirement planning

CRD #: 36174
Address: 5525 NW Fisher Creek Drive, Camas, WA 98607
AUM: $236B
Website: www.fisherinvestments.com

Dodge & Cox

Value investing, equity and bond fund management

CRD #: 230
Address: 555 California Street, 40th Floor, San Francisco, CA 94104
AUM: $380B
Website: www.dodgeandcox.com

Loring Ward

Wealth management, financial planning, portfolio management

CRD #: 61879
Address: 12700 Park Central Drive, Suite 300, San Jose, CA 95035
AUM: $18B
Website: www.loringward.com

FDIC-Insured Banks in California

Major banks with significant branch presence in California.

Wells Fargo

FDIC Cert #: 3511
Address: 420 Montgomery Street, San Francisco, CA 94104
Total Assets: $1.9T
Branches in California: 850
Website: www.wellsfargo.com

Bank of America (California)

FDIC Cert #: 3510
Address: 100 N Tryon Street, Charlotte, NC 28255
Total Assets: $3.2T
Branches in California: 725
Website: www.bankofamerica.com

First Republic Bank

FDIC Cert #: 59017
Address: 111 Pine Street, San Francisco, CA 94111
Total Assets: $212B
Branches in California: 45
Website: www.firstrepublic.com

Silicon Valley Bank

FDIC Cert #: 24735
Address: 3003 Tasman Drive, Santa Clara, CA 95054
Total Assets: $209B
Branches in California: 12
Website: www.svb.com

East West Bank

FDIC Cert #: 32469
Address: 135 N Los Robles Avenue, 7th Floor, Pasadena, CA 91101
Total Assets: $64B
Branches in California: 62
Website: www.eastwestbank.com

Credit Unions in California

NCUA-insured credit unions serving California residents.

Golden 1 Credit Union

Charter #: 11580
Address: 8945 Cal Center Drive, Sacramento, CA 95826
Total Assets: $20B
Members: 1,100,000
Website: www.golden1.com

SchoolsFirst Federal Credit Union

Charter #: 11847
Address: 17602 17th Street, Suite 100, Tustin, CA 92780
Total Assets: $28B
Members: 1,200,000
Website: www.schoolsfirstfcu.org

Star One Credit Union

Charter #: 7025
Address: 1306 Bordeaux Drive, Sunnyvale, CA 94089
Total Assets: $10.5B
Members: 120,000
Website: www.starone.org

Data Sources: Investment advisor data from SEC IAPD. Bank data from FDIC BankFind. Credit union data from NCUA. Last verified: March 2026.

Disclaimer: This directory is provided for informational purposes only. Addresses, phone numbers, and office hours are subject to change. We recommend verifying details directly with each agency before visiting or calling. Last updated: March 2026. myUSFinance is not affiliated with any government agency.

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