California · 2 advisers
Financial Advisors in Placentia, California
Looking for a financial advisor in Placentia, California? Falists indexes 2 SEC-registered and state-registered investment advisers in Placentia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $159.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$159.7M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Placentia
Ranked by AUM · Fees, team & specialties at a glance
RAI WEALTH MANAGEMENT
Placentia, CA
AUM
$159.7M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(714) 449-9696
SVL INVESTMENT MANAGEMENT
Placentia, CA
AUM
$39.8M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
714-986-2222
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Common questions
- How many financial advisors are in Placentia, California?
- 2 registered investment advisers are listed in our Placentia directory, sourced from public SEC filings.
- What types of advisors are in Placentia?
- 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 Placentia?
- 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.