City
Independent RIAs in Aliso Viejo, California
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Aliso Viejo, California reported $1.0 billion in regulatory assets under management; the largest by assets was Claraphi Advisory Network, LLC, with $382.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $114.3 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Claraphi Advisory Network, LLC | SEC | $382.5 million | 2,422 |
| 2 | Accelerate Retirement | SEC | $315.4 million | 905 |
| 3 | Challenger Wealth Management | SEC | $275.5 million | 563 |
| 4 | Global Investment Solutions, LLC | State | $26.6 million | 138 |
| 5 | Eden Financial | State | $26.1 million | 148 |
| 6 | JG Wealth Management, LLC | State | $1.6 million | 56 |
| 7 | Asymmetric Advisors | State | $940,000 | 8 |
| 8 | Laguna Private Capital | State | $0 | 0 |
| 9 | Truly Unbiased LLC | State | $0 | 0 |
Independent RIAs in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.