Financial advisers in Orange, CA
6 registered investment adviser firms in Orange managing $2.6B in assets, based on public SEC Form ADV filings.
Guardian Financial Partners, LLC
Orange, CA · Est. 2017
Local
- AUM
- $912M
- Per adviser
- $304M
- Advisers
- 3
No reported disclosures
Bw & Associates, INC.
Orange, CA · Est. 2016
Local
- AUM
- $693M
- Per adviser
- $346M
- Advisers
- 2
No reported disclosures
B.B. Graham & Company, INC.
Orange, CA · Est. 2015
Regional
- AUM
- $322M
- Per adviser
- $10M
- Advisers
- 32
Secura Financial
Orange, CA · Est. 2018
Local
- AUM
- $320M
- Per adviser
- $40M
- Advisers
- 8
No reported disclosures
Tabr Capital Management, LLC
Orange, CA · Est. 2004
LocalInternational
- AUM
- $241M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Opus Private Wealth Group, LLC
Orange, CA · Est. 2025
LocalInternational
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures