Financial advisers in Laguna Beach, CA
4 registered investment adviser firms in Laguna Beach managing $102.6B in assets, based on public SEC Form ADV filings.
Wcm Investment Management
Laguna Beach, CA · Est. 1976
NationalInternational
- AUM
- $96.8B
- Per adviser
- $2.2B
- Advisers
- 44
No reported disclosures
North Reef Capital Management LP
Laguna Beach, CA · Est. 2022
RegionalInternational
- AUM
- $4.1B
- Per adviser
- $1.4B
- Advisers
- 3
No reported disclosures
Camelot Capital Partners LLC
Laguna Beach, CA · Est. 2017
LocalInternational
- AUM
- $1.5B
- Per adviser
- $770M
- Advisers
- 2
No reported disclosures
Sagent Wealth Management
Laguna Beach, CA · Est. 2008
Local
- AUM
- $100M
- Per adviser
- $100M
- Advisers
- 1