Falists

California · 5 advisers

Financial Advisors in Laguna Niguel, California

Looking for a financial advisor in Laguna Niguel, California? Falists indexes 5 SEC-registered and state-registered investment advisers in Laguna Niguel — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $639.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

4

Largest AUM

$639.4M

Financial planning

5

Filter by specialty

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

AllWealth4Planning5Trusts4Retirement1Institutional

Top advisors in Laguna Niguel

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

View all 5 →

GAINES, JOHN ANDREW

Laguna Niguel, CA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Hourly charges; Fixed fees

949-495-7107

Full profileNo website

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Common questions

How many financial advisors are in Laguna Niguel, California?
5 registered investment advisers are listed in our Laguna Niguel directory, sourced from public SEC filings.
What types of advisors are in Laguna Niguel?
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 Niguel?
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.