Investment advisers in Orange, CA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Guardian Financial Partners, LLC | $911.9 million | 4 | 0 |
| Bw & Associates, Inc. | $692.8 million | 5 | 0 |
| B.B. Graham & Company, Inc. | $321.7 million | 32 | 2 |
| Secura Financial | $319.9 million | 9 | 0 |
| Tabr Capital Management, LLC | $241.2 million | 3 | 0 |
| Opus Private Wealth Group, LLC | $128.0 million | 3 | 0 |