Managers in Yorba Linda, CA

United States · 24 asset managers within 25 km (1 in Yorba Linda itself) · 91 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 · Pasadena, CA 52 · Costa Mesa, CA 11 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Laguna Beach, CA 6 · Covina, CA 5 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Santa Ana, CA 3 · Tustin, CA 3

Asset managers in and around Yorba Linda

#	Manager	People here	Assets
1	Rayliant Investment Research mutual funds · Walnut RAYLIANT INVESTMENT RESEARCH · 2 related pages $203.5m	about 8main office	$203.5m
2	ERA FINANCIAL ADVISORS Covina	about 5main office
3	Guardian Financial Partners, LLC institutions · Orange $911.9m	about 3main office	$911.9m
4	Advisory Alpha, LLC Ontario $4.4bn	1	$4.4bn
5	WEALTH MANAGEMENT institutions · Brea $3.7bn	1	$3.7bn
6	VILLAGE GLOBAL MANAGEMENT, L.L.C. private equity, venture · Covina $978.7m	about 1main office	$978.7m
7	Crosspoint Capital Strategies, LLC Orange $117.0m	1	$117.0m
8	MY ADVISORS US LLC Tustin	about 1main office
9	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Ontario Thrivent Advisor Network, LLC · 5 related pages $128.7bn	office	$128.7bn
10	ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
11	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
12	Golden State Wealth Management, LLC Santa Ana $1.1bn	based here	$1.1bn
13	LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea $475.9m	based here	$475.9m
14	Mosley Wealth Management Anaheim $314.3m	based here	$314.3m
15	Orange County Employees Retirement System asset owner · Santa Ana $279.6m	based here	$279.6m
16	LifeSteps Financial, Inc. Claremont $214.5m	based here	$214.5m
17	WC Walker & Associates, Inc. Fullerton $188.8m	based here	$188.8m
18	Ark Wealth Advisors LLC Yorba Linda $112.7m	based here	$112.7m
19	CROSSPOINT FINANCIAL, LLC Tustin $43.7m	based here	$43.7m
20	AIX ALPHA LLC hedge funds · Corona	office
21	FINVISOR SPV LLC Covina	office
22	FUEL CAPITAL venture · Covina	office
23	GOLD HOUSE VENTURES MANAGEMENT COMPANY LLC venture · Covina	office
24	WORKLIFE VENTURES MANAGEMENT, LLC venture · Walnut	office

24 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.