13 reserve study companies serve California HOAs and condominiums in this directory — 5 California-area specialists plus 8 national providers. Every listing was checked against the firm's own website.
Last verified 2026-07-06
Visual-inspection reserve study at least every 3 years, with annual board review and adjustment (Civ. Code § 5550).
California reserve study requirements & statute citationsThese 5 firms list California in their stated coverage area. Local firms often understand your region's climate, building types, and state disclosure requirements best — start here.
HQ: Portland, OR
Multi-state reserve study consultancy whose site lists coverage across 14 states spanning the West Coast, Mountain, Great Lakes, Southeast, and Northeast regions.
Team described on the firm's site as designated Reserve Specialists (RS)
Reserve studies for homeowner associations, condominium associations, management companies, and commercial property owners, delivered with an online reserve planning platform.
HQ: Bellevue, WA
Western-US regional provider with local offices across eleven western states, including Alaska and Hawaii, travel coverage to areas not served by other providers, and nationwide no-site-visit updates.
Site states its reserve analysts hold or are working toward CAI's Reserve Specialist (RS) designation
Full reserve studies and no-site-visit update studies for condominiums, HOAs, cooperatives, mid/high-rises, resorts, commercial properties, and nonprofits, with budget and funding-plan reporting.
HQ: Las Vegas, NV
Las Vegas-based reserve study firm with regional offices in Midvale UT, San Rafael CA, and Camarillo CA, whose founder has personally prepared thousands of reserve studies since 2001.
PRA (Professional Reserve Analyst) designation holder on staff — President and founder Robert Forney, who serves as Vice President on the APRA Board of Directors
Three tiers of reserve studies: full studies with site inspection, periodic updates with site visit, and no-site-visit updates.
HQ: Temecula, CA
Temecula-based consultancy working primarily in the Southern California region for over 25 years, with more than ten thousand reserve studies completed.
RS (Reserve Specialist) designation holders on staff — Mike Graves, RS and Joe Kulick, RS
All levels of reserve studies with included California reserve disclosure forms and ongoing post-study consulting.
HQ: Sacramento, CA
Long-running Sacramento-area reserve study firm with offices in the Sacramento and Las Vegas markets serving associations across California and Nevada, now operating as a division of Reserve Advisors.
Site references its APRA (Association of Professional Reserve Analysts) affiliation; individual staff credentials are not listed on the site
Reserve studies, annual California-compliant reserve study updates and revisions, and expert witness and consulting services.
These 8 firms state they serve associations nationwide, typically through regional offices. A national name isn't automatically the right pick — weigh them against the local specialists above.
HQ: Westlake Village, CA · Est. 1986
One of the industry's oldest and largest reserve study firms, operating regional offices across the United States with expertise the firm says covers properties nationwide and internationally.
Founder/CEO Robert Nordlund, PE, RS (#5); team page lists 12 RS (Reserve Specialist) designees plus additional PE credential holders
Full reserve studies, updates with or without site visit, a DIY reserve study kit, uPlanIt budgeting tool, consulting, and expert witness services for condos, HOAs, co-ops, and other facilities.
HQ: Milwaukee, WI · Est. 1991
Engineering-driven firm with roughly 15 regional offices across the United States and more than 37,000 reserve studies completed since 1991.
RS (Reserve Specialist), PRA, and PE credential holders on staff per team bios (e.g., Matt Kuisle, PE, PRA, RS); 60+ engineers
Reserve studies, structural integrity reserve studies (SIRS), insurance appraisals, preventative maintenance reports, and energy benchmarking/audits for HOAs, condos, high-rises, and private clubs.
HQ: Freeport, ME · Est. 1957
National consulting engineering franchise founded in 1957 with 30+ local offices spanning North America that has evaluated more than 850,000 buildings.
Every reserve study is conducted and/or reviewed by a licensed Professional Engineer (PE), per the firm's site; many of its engineers also hold CAI's RS (Reserve Specialist) designation
Engineer-performed reserve studies, transition studies, and construction monitoring for homeowner and condominium associations, with capital needs assessments and property condition reports offered through its commercial practice.
HQ: Annapolis, MD · Est. 2002
Annapolis-based capital reserve consultancy — begun in 1985 as R.J. Moore & Associates and established under the MillerDodson name in 2002 — serving clients throughout the United States, the Caribbean, and Mexico through its Maryland staff and a national network of Reserve Specialists.
RS (Reserve Specialist), AIA, NCARB, and AICP design-professional credentials held by analysts listed on the firm's specialist profiles
Capital reserve studies for community associations, resorts, golf communities, religious institutions, and educational facilities, plus presentation and educational seminars.
HQ: San Ramon, CA · Est. 1991
California-based firm reporting more than 50,000 reserve studies produced for over 3,000 communities nationwide since 1991.
PRA (Professional Reserve Analyst) and RS (Reserve Specialist) designations cited on the firm's site; helped establish APRA reserve study standards
Reserve studies and updates plus developer services such as DRE budgets and HOA maintenance manuals, alongside association management, bookkeeping, and election services.
HQ: San Diego, CA
Technology-forward reserve study provider whose site says associations and clubs nationwide use its platform, drawing on analysis of more than 20,000 reserve studies and over a half-million homes.
Site states on-site inspections are performed by credentialed reserve specialists (no specific RS/PRA designations named)
On-site reserve studies delivered through its Living Reserve Study platform, which keeps component inventories, costs, and funding plans continuously updated for associations and clubs.
HQ: North Las Vegas, NV · Est. 1982
One of the longest-running reserve study providers, preparing capital budgets and reserve studies for associations throughout the United States since 1982.
CEO Gary Porter, CPA, FMP, RS, RRC, RSS; additional RS and RSS designees among regional managers per the firm's team page
Reserve studies for condominium, homeowner, timeshare, high-rise, and master-planned associations, plus capital budgets, maintenance plans, and internet-based reserve software.
HQ: Hilliard, OH
Hilliard, Ohio reserve study and capital planning firm, connected to the Midwest Reserves LLC brand, that serves communities throughout Ohio and lists coverage across almost every US state.
Team includes engineers and credentialed Reserve Specialists (RS) through the Community Associations Institute (CAI); CAI business partner
Full reserve studies, updates with or without site visits, new-development reserve studies, in-house studies, capital planning, and consulting.
This directory is informational only — not an endorsement, ranking, or referral. Effortless HOA has no financial relationship with any listed firm and receives nothing if you hire one. Always verify credentials and coverage directly with the firm before you sign.
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