Top 5 financial advisor firms in Orange

5 SEC-registered financial advisor firms are headquartered in Orange, CA, with $1.7B in combined regulatory assets under management. The largest by assets are Bonnie Wusz & Associates ($693M), B.B. Graham & Company ($322M) and Secura Financial ($320M).

5
Financial advisor firms: $1.7B
Their combined AUM: $320M
Median firm AUM: 2,014
Clients of the top 5

The 5 largest by assets

1
Bonnie Wusz & Associates
RIA
$693M
Regulatory AUM
2
B.B. Graham & Company
RIA
$322M
Up to 2.99% a year
3
Secura Financial
RIA
$320M
Regulatory AUM
4
TABR Capital Management
RIA
$241M
0.95% to 1.25% a year
5
Opus Private Wealth Group
RIA
$128M
Up to 1.50% a year

Profiles of the top 5

No. 1 · RIA

Bonnie Wusz & Associates

Bonnie Wusz & Associates is an investment adviser based in Orange, CA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $693 million, as filed on 24 September 2026.

Regulatory AUM: $693M
Clients: 529
Advisory staff: 2
Founded: 1989
Custodians: American Funds Service
Headquarters: 3111 N. Tustin Street, Suite 215, Orange, CA 92865
Phone: 714-998-2077
Website: bwandassociatesinc.com

No. 2 · RIA

B.B. Graham & Company

B.B. Graham & Company is an investment adviser based in Orange, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $322 million, as filed on 1 October 2026.

B.B. Graham & Company charges up to 2.99% a year for its Investment Management Fees.

Regulatory AUM: $322M
Clients: 427
Advisory staff: 32
Founded: 1997
Fee schedule: Up to 2.99% a year
Headquarters: 1700 W. Katella Ave., Orange, CA 92867
Phone: 714-628-5200
Website: bbgraham.com

No. 3 · RIA

Secura Financial

Secura Financial is an investment adviser based in Orange, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $320 million, as filed on 24 July 2026.

Regulatory AUM: $320M
Clients: 681
Advisory staff: 9
Custodians: Charles Schwab, LPL Financial, Lincoln Financial Group
Headquarters: 333 City Boulevard West,, Suite 2050, Orange, CA 92868-2944
Phone: 714-704-6616
Website: securawm.com

No. 4 · RIA

TABR Capital Management

TABR Capital Management is an investment adviser based in Orange, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $241 million, as filed on 26 March 2026.

TABR Capital Management charges 0.95%–1.25% a year for its Investment Management Fee.

Regulatory AUM: $241M
Clients: 235
Advisory staff: 2
Founded: 2004
Fee schedule: 0.95% to 1.25% a year
Custodians: Fidelity
Headquarters: 500 N. State College BLVD, Suite 1220, Orange, CA 92868
Phone: 714-704-9180
Website: tabr.net

No. 5 · RIA

Opus Private Wealth Group

Opus Private Wealth Group is an investment adviser based in Orange, 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 $128 million, as filed on 25 February 2026.

Opus Private Wealth Group charges up to 1.50% a year for its Wrap Comprehensive Portfolio Management.

Regulatory AUM: $128M
Clients: 142
Advisory staff: 3
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 500 N. State College BLVD, Suite 1100, Orange, CA 92868
Phone: 714-660-7490
Website: opuspwg.com

Questions about financial advisors in Orange

How many financial advisor firms are headquartered in Orange?

5 SEC-registered financial advisor firms report their principal office in Orange, CA, managing $1.7B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Orange?

Bonnie Wusz & Associates, with $693M in regulatory assets under management on its latest Form ADV. The next largest are B.B. Graham & Company ($322M) and Secura Financial ($320M).

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

How large is a typical financial advisor firm in Orange?

The median firm manages $320M in regulatory assets. That is the midpoint of the 5 firms headquartered in Orange.

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

How much do financial advisors in Orange charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.99% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Orange has 5 financial advisor firms; see every adviser in the city →