RIAs in Orange, CA

15 RIAs based in Orange, California managing a combined $2.5B.

Guardian Financial Partners, LLC

Orange, CA

AUM $912MTEAM 4REPS 8

BW & Associates, Inc.

Orange, CA

AUM $693MTEAM 5REPS 4

Secura Financial

Orange, CA

AUM $320MTEAM 9REPS 11

Tabr Capital Management, LLC

Orange, CA

AUM $241MTEAM 3REPS 2

Pacific Investment Research

Orange, CA

AUM $150MTEAM 1REPS 1

Keep It Simple Financial Planning

Orange, CA

AUM $71.2MTEAM 2REPS 1

Crossroads Planning

Orange, CA

AUM $63.1MTEAM 4REPS 2

Graham & Co Advisory, Inc.

Orange, CA

AUM $21.4MTEAM 1REPS 1

Balancing Life Financial Planning

Orange, CA

AUM $19.3MTEAM 2REPS 2

Ulivi Wealth Management

Orange, CA

AUM $12.2MTEAM 1REPS 1

Thomas Investment Advisors LLC

Orange, CA

AUM $12.2MTEAM 2REPS 2

Talley Wealth

Orange, CA

AUM —TEAM 1REPS 2

Orange Capital Management, Inc.

Orange, CA

AUM —TEAM 2REPS 2

Stamos and Stamos

Orange, CA

AUM —TEAM 10REPS 1

Money Truth Strategic Planning

Orange, CA

AUM —TEAM 1REPS 1

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