City
Wealth management firms in Anaheim, California
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Anaheim, California reported $11.8 billion in regulatory assets under management; the largest by assets was Centaurus Financial, Inc., with $9.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $11.8 billion
- Average per firm
- $1.2 billion
- SEC-registered, of those listed
- 4 of 10 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Centaurus Financial, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $9.7 billion | 45,336 |
| 2 | Chatterton & Associates | SEC | $1.3 billion | 2,908 |
| 3 | Mosley Wealth Management, Inc. | SEC | $279.5 million | 1,393 |
| 4 | Retirementadvice | Jka | SEC | $267.3 million | 987 |
| 5 | Bsias Advisors, LLC | State | $56.9 million | 74 |
| 6 | DW Financial Inc | State | $48.0 million | 103 |
| 7 | Slaten Wealth Management | State | $36.2 million | 254 |
| 8 | Investek Company | State | $11.0 million | 63 |
| 9 | Stravida Wealth LLC | State | $1.3 million | 20 |
| 10 | Miotto, Jordan Philip | State | $0 | 0 |
Wealth management firms 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.