Top 3 financial advisor firms in Mission Viejo

3 SEC-registered financial advisor firms are headquartered in Mission Viejo, CA, with $2.78B in combined regulatory assets under management. The largest by assets are Financial Management Network ($2.14B), Ticino Wealth ($400M) and Walker Financial Advisors, Inc. Dba California 457 Benefits ($233M).

3
Financial advisor firms: $2.78B
Their combined AUM: $400M
Median firm AUM: 2,002
Clients of the top 3

The 3 largest by assets

1
Financial Management Network
RIA
$2.14B
Regulatory AUM
2
Ticino Wealth
RIA
$400M
Up to 1.50% a year
3
Walker Financial Advisors, Inc. Dba California 457 Benefits
RIA
$233M
0.25% to 1.00% a year

Profiles of the top 3

No. 1 · RIA

Financial Management Network

Financial Management Network is an investment adviser based in Mission Viejo, CA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $2.14 billion, as filed on 19 December 2025.

Regulatory AUM: $2.14B
Clients: 1,528
Advisory staff: 21
Custodians: Fidelity
Headquarters: 26041 Acero, Mission Viejo, CA 92691
Phone: 949-455-0300
Website: fmncc.com

No. 2 · RIA

Ticino Wealth

Ticino Wealth is an investment adviser based in Mission Viejo, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $400 million, as filed on 18 June 2026.

Ticino Wealth charges up to 1.50% a year for its Wealth and Investment Management Services.

Regulatory AUM: $400M
Clients: 296
Advisory staff: 2
Founded: 2025
Fee schedule: Up to 1.50% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 27201 Puerta Real, Suite #410, Mission Viejo, CA 92691
Phone: 949-427-8104
Website: ticinowealth.com

No. 3 · RIA

Walker Financial Advisors, Inc. Dba California 457 Benefits

Walker Financial Advisors, Inc. Dba California 457 Benefits is an investment adviser based in Mission Viejo, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $233 million, as filed on 30 March 2026.

Walker Financial Advisors, Inc. Dba California 457 Benefits charges 0.25%–1.00% a year for its Client investment management.

Regulatory AUM: $233M
Clients: 178
Advisory staff: 3
Founded: 1986
Fee schedule: 0.25% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 27201 Puerta Real, Suite 465, Mission Viejo, CA 92691
Phone: 949-367-1961
Website: walkerfinancial.com

Questions about financial advisors in Mission Viejo

How many financial advisor firms are headquartered in Mission Viejo?

3 SEC-registered financial advisor firms report their principal office in Mission Viejo, CA, managing $2.78B 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 Mission Viejo?

Financial Management Network, with $2.14B in regulatory assets under management on its latest Form ADV. The next largest are Ticino Wealth ($400M) and Walker Financial Advisors, Inc. Dba California 457 Benefits ($233M).

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

How large is a typical financial advisor firm in Mission Viejo?

The median firm manages $400M in regulatory assets. That is the midpoint of the 3 firms headquartered in Mission Viejo.

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

How can I check a financial advisor's record in Mission Viejo?

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

Mission Viejo has 3 financial advisor firms; see every adviser in the city →