Vault-13

Managers in Aliso Viejo, CA

United States · 219 asset managers within 25 km (6 in Aliso Viejo itself) · 267 wealth managers, banks and others

Aliso ViejoLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachSolana BeachSan DiegoCoronado
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 · Costa Mesa, CA 11 · Laguna Beach, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Laguna Hills, CA 3 · Laguna Niguel, CA 3 · Lake Forest, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Aliso Viejo

#Manager People here Assets Visa salary
151 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
152 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
153 WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
154 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
155 Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
156 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
157 CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn office $251.0bn
158 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
159 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
160 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
161 Canadian Imperial Bank of Commerce wealth, bank or insurer · Newport Beach CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
162 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
163 ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
164 Acorns Advisers, LLC Irvine $15.3bn based here $15.3bn
165 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
166 Alpha Cubed Investments, LLC Costa Mesa $2.9bn based here $2.9bn
167 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
168 Corient Capital Partners, LLC Newport Beach $1.3bn based here $1.3bn
169 Golden State Wealth Management, LLC Santa Ana $1.1bn based here $1.1bn
170 Three Arch Wealth Management LLC Irvine $651.9m based here $651.9m
171 Towneley Capital Management, Inc / DE Laguna Hills $509.5m based here $509.5m
172 Anfield Capital Management, LLC Irvine $363.5m based here $363.5m
173 VALIDEX GLOBAL INVESTING Irvine $352.9m office $352.9m
174 Ducere Wealth Management LLC Newport Beach $332.6m based here $332.6m
175 TCFG Investment Advisors, LLC Laguna Niguel $296.8m based here $296.8m
176 Orange County Employees Retirement System asset owner · Santa Ana $279.6m based here $279.6m
177 Clarity Capital Partners LLC Newport Beach $279.4m based here $279.4m
178 PAN GLOBAL ADVISERS, LLC Newport Beach $270.5m office $270.5m
179 TCFG WEALTH MANAGEMENT, LLC Laguna Niguel $267.5m based here $267.5m
180 Pachira Investments Inc. Dana Point $265.0m based here $265.0m
181 Flatrock Wealth Partners LLC Newport Beach $254.6m based here $254.6m
182 Signature Resources Capital Management, LLC Newport Beach $253.6m based here $253.6m
183 Pavion Blue Capital, LLC Newport Beach $248.4m based here $248.4m
184 EHRLICH FINANCIAL GROUP Laguna Niguel $194.4m based here $194.4m
185 ES4, LLC Newport Beach $190.4m based here $190.4m
186 PROVENCE WEALTH MANAGEMENT GROUP Irvine $186.1m based here $186.1m
187 Clearview Wealth Management LLC Irvine $155.6m based here $155.6m
188 Sun Group Wealth Partners Irvine $146.6m based here $146.6m
189 Anchor Capital Management Group Inc Aliso Viejo $145.1m based here $145.1m
190 marrick wealth, LLC Irvine $140.8m based here $140.8m
191 FELL CAPITAL MANAGEMENT /ADV Newport Beach $118.7m based here $118.7m
192 Boyer Financial Services, Inc. Newport Beach $118.4m based here $118.4m
193 Crystal Cove Asset Management, LLC Newport Beach $91.7m based here $91.7m
194 CROSSPOINT FINANCIAL, LLC Tustin $43.7m based here $43.7m
195 PATHWAY CAPITAL MANAGEMENT, LP Irvine $23.9m based here $23.9m
196 Sapience Investments, LLC Irvine $771.9k based here $771.9k
197 ANKONA MANAGEMENT, LLC venture · Newport Beach office
198 ARCANO CAPITAL ADVISORS, S.L. private equity · Newport Beach ARCANO CAPITAL USA, INC. · 2 related pages office
199 CERRACAP, LLC venture · Costa Mesa office
200 Engaged Capital Holdings, LLC Newport Beach based here

219 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.