Firms by city
Registered investment advisers in Orange, CA
6 SEC-registered advisers headquartered in Orange, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Guardian Financial Partners | Orange, CA | $912M |
| Bonnie Wusz & Associates | Orange, CA | $693M |
| B.B. Graham & Company | Orange, CA | $322M |
| Secura Financial | Orange, CA | $320M |
| TABR Capital Management | Orange, CA | $241M |
| Opus Private Wealth Group | Orange, CA | $128M |
- Headquarters
- Orange, CA
- Regulatory AUM
- $912M
- Headquarters
- Orange, CA
- Regulatory AUM
- $693M
- Headquarters
- Orange, CA
- Regulatory AUM
- $322M
- Headquarters
- Orange, CA
- Regulatory AUM
- $320M
- Headquarters
- Orange, CA
- Regulatory AUM
- $241M
- Headquarters
- Orange, CA
- Regulatory AUM
- $128M
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 Orange 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.