RIAs in SANTA ANA, CA
14 RIAs based in SANTA ANA, California managing a combined $645M.
LINDA A. BARLOW, CFP
RIASANTA ANA, CA
AUM $240MTEAM 1REPS 1
PROSPERITY ROAD, LLC
RIASANTA ANA, CA
AUM $172MTEAM 3REPS 3
QUALIFIED PLAN ADVISORY, LLC
RIASANTA ANA, CA
AUM $105MTEAM 1REPS 1
LEGACY ADVISORY GROUP, INC
RIASANTA ANA, CA
AUM $53.2MTEAM 2REPS 3
SECTOR LOGIC, LP
RIASANTA ANA, CA
AUM $43.8MTEAM 1REPS 1
CAPSTONE WEALTH MANAGEMENT, INC
RIASANTA ANA, CA
AUM $27.7MTEAM 2REPS 1
COBB PLANNING GROUP
RIASANTA ANA, CA
AUM $1.6MTEAM 1REPS 1
7 SUMMITS INVESTMENT MANAGEMENT, LLC
RIASANTA ANA, CA
AUM $1.2MTEAM 2REPS 2
ABACUS WEALTH INTERNATIONAL (AWI)
RIASANTA ANA, CA
AUM $274KTEAM 1REPS 1
JMB Financial Managers, Inc.
RIASANTA ANA, CA
AUM —TEAM 2REPS 2
AMERICAN STRATEGIC CAPITAL
RIASANTA ANA, CA
AUM —TEAM 1REPS 4
FINANCIAL STRATEGIES FOR TODAY AND TOMORROW--WEALTH MGMT GROUP
RIASANTA ANA, CA
AUM —TEAM 2REPS 2
VEROS CAPITAL MANAGEMENT, INC.
RIASANTA ANA, CA
AUM —TEAM 2REPS 2
INSIGHT FINANCIAL ADVISORS
RIASANTA ANA, CA
AUM —TEAM 2REPS 2
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