SEC-registered investment advisers in Anaheim

4 SEC-registered investment advisers are headquartered in Anaheim, CA, with $11.6B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

4
Investment advisers: $11.6B
Combined regulatory AUM: 3
Financial advisor firms

Top 3 financial advisor firms in Anaheim

All 4 advisers

By regulatory assets under management.

SEC-registered investment advisers headquartered in Anaheim, by regulatory assets under management
Firm	Type	Regulatory AUM
Centaurus Financial	Independent broker-dealer	$9.74B
Chatterton & Associates, the Wealth Management Team	RIA	$1.33B
Mosley Wealth Management	RIA	$279M
Retirementadvice \| Jka	RIA	$267M

Centaurus Financial$9.74B

Type: Independent broker-dealer

Chatterton & Associates, the Wealth Management Team$1.33B

Type: RIA

Mosley Wealth Management$279M

Type: RIA

Retirementadvice | Jka$267M

Type: RIA

Anaheim at a glance

Advisers headquartered here, by type

advisers

Financial advisor firms (RIAs)$1.87B regulatory AUM3 (75%)
Broker-dealers and other wealth firms$9.74B regulatory AUM1 (25%)

Other cities in California

All firms in California