Reserve study firms that work in California
23 firms that say, on their own sites or in a listing, that they prepare reserve studies for California associations. We have no tie to any of them, and listing is not a recommendation.
Based in California
Firms with an office in the state.
Orange County office; also lists Idaho, Washington and Montana.
California communities only, mostly in the south of the state.
Irvine base with pages for counties in California and Georgia. Not the same business as Apex Reserve Study, as far as we can tell.
Reserve studies and capital planning; lists several western states plus New York and Texas.
Founded 1999, working mainly in California and Nevada. Bought by Reserve Advisors, as announced in December 2024.
Three offices in the state; studies signed by a CAI Reserve Specialist.
California firm dating from 1993.
Marin County firm offering reserve studies and capital needs assessments.
Southern California associations since 1991.
Riverside County address; a member of several CAI chapters in Southern California.
Listed with ECHO, the California homeowner association education group, with offices north and south.
A founding member of APRA, the Association of Professional Reserve Analysts.
Based elsewhere, working in California
Regional firms whose own sites list California.
Reserve and transition studies in Oregon and California.
Southwest firm since 2012 that lists California among four states.
Nevada licensed reserve study specialist with a California page.
Lists California, Colorado, Nevada and Hawaii.
Location pages for Southern and Northern California among seven western states.
Florida firm that also lists California, offering insurance appraisals as well.
National firms
Firms that say they work in every state.
Founded 1986; full studies and both kinds of update.
Works nationwide, with separate pages for several states.
Clients across the US; the present firm dates from 2002.
Engineering-led national firm; now owns Browning Reserve Group.
Says it works in all 50 states. A different business from Reserve Data Analyst.
RS is the Community Associations Institute's Reserve Specialist credential; PRA is the Association of Professional Reserve Analysts' Professional Reserve Analyst; PE is a licensed professional engineer. Facts change; check with the firm before you rely on them. Would rather not call around? Tell us about the community and we will suggest one firm that covers it.
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Three short steps: ZIP code, then contact details, then a handful of taps about the association.
We are not a reserve study firm. We pick one firm that works near you, name it, and forward your request only after you give the go-ahead.
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