Vault-13

Managers in Anaheim, CA

United States · 201 asset managers within 25 km (1 in Anaheim itself) · 271 wealth managers, banks and others

AnaheimLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachAliso ViejoHuntington BeachSolana Beach
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 · Manhattan Beach, CA 16 · 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 · Corona Del Mar, CA 5

Asset managers in and around Anaheim

#Manager People here Assets Visa salary
101 Verition Fund Management LLC hedge funds, futures · Newport Beach $139.4bn 1 $139.4bn
102 SVB ASSET MANAGEMENT institutions · Irvine $32.3bn 1 $32.3bn
103 First Pacific Advisors, LP hedge funds, mutual funds, futures · Newport Beach $32.0bn 1 $32.0bn
104 RIALTO CAPITAL MANAGEMENT, LLC hedge funds, real estate, futures · Newport Beach $21.7bn 1 $21.7bn
105 AFFILIATED MANAGERS GROUP, INC. hedge funds, private equity, mutual funds, institutions and 2 more · Newport Beach SYSTEMATIC FINANCIAL MANAGEMENT LP · 17 related pages $18.3bn 1 $18.3bn
106 Divco West Real Estate Services, LLC real estate · Irvine $16.3bn 1 $16.3bn
107 RFG Advisory, LLC mutual funds · Irvine $8.0bn 1 $8.0bn
108 WEALTH MANAGEMENT institutions · Brea $3.7bn 1 $3.7bn
109 MARINER INSTITUTIONAL, LLC institutions · Newport Beach $2.8bn 1 $2.8bn
110 CLEARVIEW CAPITAL, L.P. private equity · Newport Beach $2.0bn 1 $2.0bn
111 WHITTIER ADVISORS, LLC mutual funds · Newport Beach $1.9bn about 1main office $1.9bn
112 AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn about 1main office $1.5bn
113 THOROFARE, LLC Newport Beach $1.4bn 1 $1.4bn
114 FACTORIAL FUNDS MANAGEMENT LLC private equity, venture · Newport Beach $967.0m 1 $967.0m
115 MIG Capital, LLC hedge funds, futures · Newport Beach $589.5m about 1main office $589.5m
116 Serenity Investment Advisors institutions · Costa Mesa $513.6m 1 $513.6m
117 VALIDEX GLOBAL INVESTING Huntington Beach, Irvine $352.9m 1main office $352.9m
118 FAMILY OFFICE INVESTMENT ADVISORY LLC Newport Beach $220.0m 1 $220.0m
119 MEDICI CAPITAL LLC hedge funds, futures · Newport Beach $215.8m about 1main office $215.8m
120 GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Newport Beach $179.4m 1 $179.4m
121 Crosspoint Capital Strategies, LLC Orange $117.0m 1 $117.0m
122 DEEP BLUE CAPITAL Newport Beach about 1main office
123 MY ADVISORS US LLC Tustin about 1main office
124 USI SECURITIES, INC. Irvine 1
125 CALIBRATE VENTURES MANAGEMENT, LLC venture · Newport Beach 1
126 STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC hedge funds, venture · Newport Beach 1
127 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
128 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
129 Madison Avenue Financial Solutions, LLC private equity, real estate, mutual funds · Newport Beach $2.1bn office $2.1bn
130 CESTRIAN CAPITAL RESEARCH, INC Newport Beach office
131 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
132 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Newport Beach MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
133 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Newport Beach NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
134 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
135 WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
136 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
137 Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
138 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
139 CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn office $251.0bn
140 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Newport Beach, Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn 2 offices $197.5bn
141 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
142 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
143 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
144 Canadian Imperial Bank of Commerce wealth, bank or insurer · Newport Beach CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
145 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Newport Beach OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
146 ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
147 Acorns Advisers, LLC Irvine $15.3bn based here $15.3bn
148 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Newport Beach A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
149 Alpha Cubed Investments, LLC Costa Mesa $2.9bn based here $2.9bn
150 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

201 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.