Falists

California · 15 advisers

Financial Advisors in Laguna Hills, California

Looking for a financial advisor in Laguna Hills, California? Falists indexes 15 SEC-registered and state-registered investment advisers in Laguna Hills — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.09B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

13

Largest AUM

$1.09B

Financial planning

12

Filter by specialty

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

AllWealth14Planning12Trusts13Retirement6Institutional5

Top advisors in Laguna Hills

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

View all 15 →

ADVISORS ON CALL

Laguna Hills, CA

AUM

$47.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

562-287-2665

Full profileVisit site →

LAGUNA FINANCIAL ADVISORY

Laguna Hills, CA

AUM

$93.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

949-855-8889

Full profileNo website

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 Laguna Hills, California?
15 registered investment advisers are listed in our Laguna Hills directory, sourced from public SEC filings.
What types of advisors are in Laguna Hills?
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 Laguna Hills?
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.