Managers in Fullerton, CA

United States · 112 asset managers within 25 km (1 in Fullerton itself) · 180 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Newport Beach, CA 98 · Irvine, CA 71 · El Segundo, CA 65 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Manhattan Beach, CA 16 · Costa Mesa, CA 11 · Redondo Beach, CA 10 · Hermosa Beach, CA 10 · Torrance, CA 9 · Culver City, CA 8

Asset managers in and around Fullerton

#	Manager	People here	Assets	Visa salary
51	SVB ASSET MANAGEMENT institutions · Irvine $32.3bn	1	$32.3bn
52	Divco West Real Estate Services, LLC real estate · Irvine $16.3bn	1	$16.3bn
53	RFG Advisory, LLC mutual funds · Irvine $8.0bn	1	$8.0bn
54	WEALTH MANAGEMENT institutions · Brea $3.7bn	1	$3.7bn
55	AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn	about 1main office	$1.5bn
56	VILLAGE GLOBAL MANAGEMENT, L.L.C. private equity, venture · Covina $978.7m	about 1main office	$978.7m
57	Serenity Investment Advisors institutions · Costa Mesa $513.6m	1	$513.6m
58	VALIDEX GLOBAL INVESTING Huntington Beach, Irvine $352.9m	1main office	$352.9m
59	Crosspoint Capital Strategies, LLC Orange $117.0m	1	$117.0m
60	MY ADVISORS US LLC Tustin	about 1main office
61	USI SECURITIES, INC. Irvine	1
62	Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Irvine APOLLO CAPITAL MANAGEMENT, L.P., APOLLO REAL ESTATE FUND ADVISER, LLC, APOLLO MANAGER, LLC · 12 related pages $718.5bn	office	$718.5bn
63	CLEARLAKE CAPITAL GROUP, L.P. hedge funds, private equity, structured credit, futures · Irvine CLEARLAKE CAPITAL RIC MANAGEMENT, LLC · 2 related pages $83.6bn	office	$83.6bn
64	JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Irvine J.P. Morgan Securities LLC · 21 related pages $3.5tn · visa salary $167,000	office	$3.5tn	$167,0003 filings
65	Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Irvine EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn	office	$763.4bn
66	WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn	office	$671.4bn
67	ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Irvine RBC Rochdale, LLC · 23 related pages $590.8bn	office	$590.8bn
68	Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn	office	$386.7bn
69	HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Irvine HSBC SECURITIES USA INC · 12 related pages $260.2bn	office	$260.2bn
70	CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn	office	$251.0bn
71	STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn	office	$197.5bn
72	Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Irvine Cerity Partners LLC · 4 related pages $161.7bn	office	$161.7bn
73	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn	office	$128.7bn
74	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Cerritos W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	office	$93.5bn
75	ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
76	Acorns Advisers, LLC Irvine $15.3bn	based here	$15.3bn
77	Alpha Cubed Investments, LLC Costa Mesa $2.9bn	based here	$2.9bn
78	First American Financial Corp Santa Ana FIRST AMERICAN TRUST, FSB, First American Financial Corp, First American Home Warranty Corp $1.7bn	based here	$1.7bn
79	Golden State Wealth Management, LLC Santa Ana $1.1bn	based here	$1.1bn
80	KTF INVESTMENTS, LLC Surfside $989.4m	based here	$989.4m
81	Three Arch Wealth Management LLC Irvine $651.9m	based here	$651.9m
82	Weaver Consulting Group Huntington Beach $487.7m	based here	$487.7m
83	LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea $475.9m	based here	$475.9m
84	Anfield Capital Management, LLC Irvine $363.5m	based here	$363.5m
85	Mosley Wealth Management Anaheim $314.3m	based here	$314.3m
86	Orange County Employees Retirement System asset owner · Santa Ana $279.6m	based here	$279.6m
87	WC Walker & Associates, Inc. Fullerton $188.8m	based here	$188.8m
88	PROVENCE WEALTH MANAGEMENT GROUP Irvine $186.1m	based here	$186.1m
89	My Portfolio Guide, LLC Surfside $180.8m	based here	$180.8m
90	Regal Wealth Group, Inc. Surfside $162.1m	based here	$162.1m
91	Clearview Wealth Management LLC Irvine $155.6m	based here	$155.6m
92	Sun Group Wealth Partners Irvine $146.6m	based here	$146.6m
93	marrick wealth, LLC Irvine $140.8m	based here	$140.8m
94	Ark Wealth Advisors LLC Yorba Linda $112.7m	based here	$112.7m
95	CROSSPOINT FINANCIAL, LLC Tustin $43.7m	based here	$43.7m
96	PATHWAY CAPITAL MANAGEMENT, LP Irvine $23.9m	based here	$23.9m
97	Sapience Investments, LLC Irvine $771.9k	based here	$771.9k
98	CERRACAP, LLC venture · Costa Mesa	office
99	FINVISOR SPV LLC Covina	office
100	FUEL CAPITAL venture · Covina	office

112 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.