Vault-13

Managers in Placentia, CA

United States · 107 asset managers within 25 km (0 in Placentia itself) · 178 wealth managers, banks and others

Los AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachAliso ViejoHuntington BeachSolana BeachSan Diego
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 · Pasadena, CA 52 · Costa Mesa, CA 11 · Redondo Beach, CA 10 · Hermosa Beach, CA 10 · Torrance, CA 9 · Long Beach, CA 6 · Aliso Viejo, CA 6 · Laguna Beach, CA 6 · Covina, CA 5 · Corona Del Mar, CA 5

Asset managers in and around Placentia

#Manager People here Assets Visa salary
51 Divco West Real Estate Services, LLC real estate · Irvine $16.3bn 1 $16.3bn
52 RFG Advisory, LLC mutual funds · Irvine $8.0bn 1 $8.0bn
53 WEALTH MANAGEMENT institutions · Brea $3.7bn 1 $3.7bn
54 AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn about 1main office $1.5bn
55 VILLAGE GLOBAL MANAGEMENT, L.L.C. private equity, venture · Covina $978.7m about 1main office $978.7m
56 Serenity Investment Advisors institutions · Costa Mesa $513.6m 1 $513.6m
57 VALIDEX GLOBAL INVESTING Huntington Beach, Irvine $352.9m 1main office $352.9m
58 Crosspoint Capital Strategies, LLC Orange $117.0m 1 $117.0m
59 MY ADVISORS US LLC Tustin about 1main office
60 USI SECURITIES, INC. Irvine 1
61 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
62 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
63 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
64 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
65 WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
66 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
67 Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
68 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
69 CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn office $251.0bn
70 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
71 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
72 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
73 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
74 ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
75 Acorns Advisers, LLC Irvine $15.3bn based here $15.3bn
76 Alpha Cubed Investments, LLC Costa Mesa $2.9bn based here $2.9bn
77 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
78 Golden State Wealth Management, LLC Santa Ana $1.1bn based here $1.1bn
79 Three Arch Wealth Management LLC Irvine $651.9m based here $651.9m
80 Weaver Consulting Group Huntington Beach $487.7m based here $487.7m
81 LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea $475.9m based here $475.9m
82 Anfield Capital Management, LLC Irvine $363.5m based here $363.5m
83 Mosley Wealth Management Anaheim $314.3m based here $314.3m
84 Orange County Employees Retirement System asset owner · Santa Ana $279.6m based here $279.6m
85 WC Walker & Associates, Inc. Fullerton $188.8m based here $188.8m
86 PROVENCE WEALTH MANAGEMENT GROUP Irvine $186.1m based here $186.1m
87 Clearview Wealth Management LLC Irvine $155.6m based here $155.6m
88 Sun Group Wealth Partners Irvine $146.6m based here $146.6m
89 marrick wealth, LLC Irvine $140.8m based here $140.8m
90 Ark Wealth Advisors LLC Yorba Linda $112.7m based here $112.7m
91 CROSSPOINT FINANCIAL, LLC Tustin $43.7m based here $43.7m
92 PATHWAY CAPITAL MANAGEMENT, LP Irvine $23.9m based here $23.9m
93 Sapience Investments, LLC Irvine $771.9k based here $771.9k
94 CERRACAP, LLC venture · Costa Mesa office
95 FINVISOR SPV LLC Covina office
96 FUEL CAPITAL venture · Covina office
97 GOLD HOUSE VENTURES MANAGEMENT COMPANY LLC venture · Covina office
98 IMPACT AMERICA MANAGEMENT, LLC venture · Irvine office
99 LIEEF LLC private equity · Irvine office
100 LOTUS DOMAINE MANAGEMENT LLC private equity · Irvine office

107 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.