Top 4 financial advisor firms in Costa Mesa

4 SEC-registered financial advisor firms are headquartered in Costa Mesa, CA, with $3.46B in combined regulatory assets under management. The largest by assets are Check Capital Management ($2.37B), Leisure Capital Management ($874M) and CS Tomasi Wealth Management ($110M).

4
Financial advisor firms: $3.46B
Their combined AUM: $492M
Median firm AUM: 1,790
Clients of the top 4

The 4 largest by assets

1
Check Capital Management
RIA
$2.37B
1.00% to 1.00% a year
2
Leisure Capital Management
RIA
$874M
Regulatory AUM
3
CS Tomasi Wealth Management
RIA
$110M
0.90% to 1.50% a year
4
Clearview Investment Partners
RIA
$105M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Check Capital Management

Check Capital Management is an investment adviser based in Costa Mesa, CA, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and investment companies. Its regulatory assets under management total $2.37 billion, as filed on 26 August 2026.

Check Capital Management charges 1.00% a year for its Asset-based management fee.

Regulatory AUM: $2.37B
Clients: 1,223
Advisory staff: 9
Founded: 1987
Fee schedule: 1.00% to 1.00% a year
Minimum account: $500,000
Custodians: Fidelity, Charles Schwab
Headquarters: 575 Anton BLVD, Ste 500, Costa Mesa, CA 92626-7685
Phone: 714-641-3579
Website: checkcapital.com

No. 2 · RIA

Leisure Capital Management

Leisure Capital Management is an investment adviser based in Costa Mesa, CA, registered with the SEC since 2002. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $874 million, as filed on 24 March 2026.

Regulatory AUM: $874M
Clients: 349
Advisory staff: 6
Founded: 2002
Custodians: Charles Schwab
Headquarters: 650 Town Center DR., Suite 880, Costa Mesa, CA 92626-1989
Phone: 714-384-4050
Website: leisurecapital.com

No. 3 · RIA

CS Tomasi Wealth Management

CS Tomasi Wealth Management is an investment adviser based in Costa Mesa, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $110 million, as filed on 13 August 2026.

CS Tomasi Wealth Management charges 0.90%–1.50% a year for its Wealth management services.

Regulatory AUM: $110M
Clients: 84
Advisory staff: 6
Fee schedule: 0.90% to 1.50% a year
Headquarters: 949 South Coast Drive, Suite 500, Costa Mesa, CA 92626
Phone: 562-494-4668

No. 4 · RIA

Clearview Investment Partners

Clearview Investment Partners is an investment adviser based in Costa Mesa, CA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $105 million, as filed on 26 March 2026.

Regulatory AUM: $105M
Clients: 134
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626
Phone: 949-200-1560
Website: cviewip.com

Questions about financial advisors in Costa Mesa

How many financial advisor firms are headquartered in Costa Mesa?

4 SEC-registered financial advisor firms report their principal office in Costa Mesa, CA, managing $3.46B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Costa Mesa?

Check Capital Management, with $2.37B in regulatory assets under management on its latest Form ADV. The next largest are Leisure Capital Management ($874M) and CS Tomasi Wealth Management ($110M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Costa Mesa?

The median firm manages $492M in regulatory assets. That is the midpoint of the 4 firms headquartered in Costa Mesa.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Costa Mesa?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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