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Top 4 financial advisor firms in Tustin

4 SEC-registered financial advisor firms are headquartered in Tustin, CA, with $1.57B in combined regulatory assets under management. The largest by assets are Financial Advisors Network ($1.11B), RMR Capital Management ($171M) and Crosspoint Financial ($157M).

4
Financial advisor firms
$1.57B
Their combined AUM
$164M
Median firm AUM
1,212
Clients of the top 4

The 4 largest by assets

  1. 1
    Financial Advisors Network

    RIA

    $1.11B

  2. 2
    RMR Capital Management

    RIA

    $171M

  3. 3
    Crosspoint Financial

    RIA

    $157M

  4. 4
    21 West Wealth Management

    RIA

    $137M

Profiles of the top 4

No. 1 · RIA

Financial Advisors Network

Financial Advisors Network is an investment adviser based in Tustin, CA, registered with the SEC since 2012. 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 $1.11 billion, as filed on 30 March 2026.

Financial Advisors Network charges up to 1.75% a year for its Comprehensive Portfolio Management Wrap Fee Program.

Regulatory AUM
$1.11B
Clients
823
Advisory staff
12
Founded
2011
Fee schedule
Up to 1.75% a year
Custodians
Charles Schwab
Headquarters
1432 Edinger Avenue, Suite 200, Tustin, CA 92780
Phone
714-597-6510
Website
financialadvisorsnetwork.net

No. 2 · RIA

RMR Capital Management

RMR Capital Management is an investment adviser based in Tustin, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $171 million, as filed on 24 February 2026.

RMR Capital Management charges up to 1.00% a year for its Asset Management.

Regulatory AUM
$171M
Clients
72
Advisory staff
1
Fee schedule
Up to 1.00% a year
Custodians
Charles Schwab
Headquarters
14471 Chambers Road, Suite 208, Tustin, CA 92780
Phone
949-922-3145

No. 3 · RIA

Crosspoint Financial

Crosspoint Financial is an investment adviser based in Tustin, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $157 million, as filed on 24 March 2026.

Crosspoint Financial charges up to 1.50% a year for its Asset Management.

Regulatory AUM
$157M
Clients
282
Advisory staff
1
Fee schedule
Up to 1.50% a year
Custodians
Fidelity
Headquarters
14471 Chambers Road, #208, Tustin, CA 92780
Phone
714-617-4463
Website
crosspointfp.com

No. 4 · RIA

21 West Wealth Management

21 West Wealth Management is an investment adviser based in Tustin, 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 $137 million, as filed on 30 June 2026.

Regulatory AUM
$137M
Clients
35
Advisory staff
2
Custodians
Charles Schwab
Headquarters
2522 Chambers Road, Suite 100, Tustin, CA 92780
Phone
949-774-2121
Website
21westwm.com

Questions about financial advisors in Tustin

How many financial advisor firms are headquartered in Tustin?

4 SEC-registered financial advisor firms report their principal office in Tustin, CA, managing $1.57B 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 Tustin?

Financial Advisors Network, with $1.11B in regulatory assets under management on its latest Form ADV. The next largest are RMR Capital Management ($171M) and Crosspoint Financial ($157M).

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

How large is a typical financial advisor firm in Tustin?

The median firm manages $164M in regulatory assets. That is the midpoint of the 4 firms headquartered in Tustin.

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

How much do financial advisors in Tustin charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% 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 Tustin?

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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