Managers in Santa Ana, CA

United States · 223 asset managers within 25 km (3 in Santa Ana itself) · 291 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 · Costa Mesa, CA 11 · Redondo Beach, CA 10 · Torrance, CA 9 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Covina, CA 5 · Dana Point, CA 4 · Tustin, CA 3

Asset managers in and around Santa Ana

#	Manager	People here	Assets
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	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
162	Canadian Imperial Bank of Commerce wealth, bank or insurer · Newport Beach CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn	office	$80.8bn
163	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
164	ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
165	Acorns Advisers, LLC Irvine $15.3bn	based here	$15.3bn
166	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
167	Alpha Cubed Investments, LLC Costa Mesa $2.9bn	based here	$2.9bn
168	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
169	Corient Capital Partners, LLC Newport Beach $1.3bn	based here	$1.3bn
170	Golden State Wealth Management, LLC Santa Ana $1.1bn	based here	$1.1bn
171	KTF INVESTMENTS, LLC Surfside $989.4m	based here	$989.4m
172	Three Arch Wealth Management LLC Irvine $651.9m	based here	$651.9m
173	Towneley Capital Management, Inc / DE Laguna Hills $509.5m	based here	$509.5m
174	Weaver Consulting Group Huntington Beach $487.7m	based here	$487.7m
175	LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea $475.9m	based here	$475.9m
176	Anfield Capital Management, LLC Irvine $363.5m	based here	$363.5m
177	Ducere Wealth Management LLC Newport Beach $332.6m	based here	$332.6m
178	Mosley Wealth Management Anaheim $314.3m	based here	$314.3m
179	Orange County Employees Retirement System asset owner · Santa Ana $279.6m	based here	$279.6m
180	Clarity Capital Partners LLC Newport Beach $279.4m	based here	$279.4m
181	PAN GLOBAL ADVISERS, LLC Newport Beach $270.5m	office	$270.5m
182	Flatrock Wealth Partners LLC Newport Beach $254.6m	based here	$254.6m
183	Signature Resources Capital Management, LLC Newport Beach $253.6m	based here	$253.6m
184	Pavion Blue Capital, LLC Newport Beach $248.4m	based here	$248.4m
185	ES4, LLC Newport Beach $190.4m	based here	$190.4m
186	WC Walker & Associates, Inc. Fullerton $188.8m	based here	$188.8m
187	PROVENCE WEALTH MANAGEMENT GROUP Irvine $186.1m	based here	$186.1m
188	My Portfolio Guide, LLC Surfside $180.8m	based here	$180.8m
189	Regal Wealth Group, Inc. Surfside $162.1m	based here	$162.1m
190	Clearview Wealth Management LLC Irvine $155.6m	based here	$155.6m
191	Sun Group Wealth Partners Irvine $146.6m	based here	$146.6m
192	Anchor Capital Management Group Inc Aliso Viejo $145.1m	based here	$145.1m
193	marrick wealth, LLC Irvine $140.8m	based here	$140.8m
194	FELL CAPITAL MANAGEMENT /ADV Newport Beach $118.7m	based here	$118.7m
195	Boyer Financial Services, Inc. Newport Beach $118.4m	based here	$118.4m
196	Ark Wealth Advisors LLC Yorba Linda $112.7m	based here	$112.7m
197	Crystal Cove Asset Management, LLC Newport Beach $91.7m	based here	$91.7m
198	CROSSPOINT FINANCIAL, LLC Tustin $43.7m	based here	$43.7m
199	PATHWAY CAPITAL MANAGEMENT, LP Irvine $23.9m	based here	$23.9m
200	Sapience Investments, LLC Irvine $771.9k	based here	$771.9k

223 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.