City
Independent RIAs in Anaheim, California
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Anaheim, California reported $2.0 billion in regulatory assets under management; the largest by assets was Chatterton & Associates, with $1.3 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $2.0 billion
- Average per firm
- $225.4 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Chatterton & Associates | SEC | $1.3 billion | 2,908 |
| 2 | Mosley Wealth Management, Inc. | SEC | $279.5 million | 1,393 |
| 3 | Retirementadvice | Jka | SEC | $267.3 million | 987 |
| 4 | Bsias Advisors, LLC | State | $56.9 million | 74 |
| 5 | DW Financial Inc | State | $48.0 million | 103 |
| 6 | Slaten Wealth Management | State | $36.2 million | 254 |
| 7 | Investek Company | State | $11.0 million | 63 |
| 8 | Stravida Wealth LLC | State | $1.3 million | 20 |
| 9 | Miotto, Jordan Philip | 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.