Firms by city
Registered investment advisers in Brea, CA
4 SEC-registered advisers headquartered in Brea, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Lighthouse Financial Services | Brea, CA | $473M |
| Sackett Wealth Advisors | Brea, CA | $212M |
| Syndicated Capital | Brea, CA | $142M |
| Investlinc Wealth Services | Brea, CA | $116M |
- Headquarters
- Brea, CA
- Regulatory AUM
- $473M
- Headquarters
- Brea, CA
- Regulatory AUM
- $212M
- Headquarters
- Brea, CA
- Regulatory AUM
- $142M
- Headquarters
- Brea, CA
- Regulatory AUM
- $116M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Brea on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.