Falists

California · 12 advisers

Financial Advisors in Brea, California

Looking for a financial advisor in Brea, California? Falists indexes 12 SEC-registered and state-registered investment advisers in Brea — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $472.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

12

With website

12

Largest AUM

$472.5M

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning8Trusts10Retirement4Institutional6

Top advisors in Brea

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Brea, California?
12 registered investment advisers are listed in our Brea directory, sourced from public SEC filings.
What types of advisors are in Brea?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Brea?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.