City
Independent RIAs in Brea, California
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Brea, California reported $985.8 million in regulatory assets under management; the largest by assets was Lighthouse Financial Services Inc, with $472.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $985.8 million
- Average per firm
- $82.2 million
- SEC-registered, of those listed
- 3 of 12 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lighthouse Financial Services Inc | SEC | $472.5 million | 461 |
| 2 | Sackett Wealth Advisors, Inc. | SEC | $212.3 million | 959 |
| 3 | Investlinc Wealth Services | SEC | $115.6 million | 636 |
| 4 | Anchor Financial Group | State | $102.4 million | 126 |
| 5 | Des Financial Group, LLC | State | $34.1 million | 125 |
| 6 | Lucidity Wealth Advisors Inc. | State | $21.1 million | 34 |
| 7 | Oaktree Wealth Group Inc. | State | $10.2 million | 22 |
| 8 | Layari Financial | State | $9.1 million | 143 |
| 9 | Choice Financial & Insurance Services, Inc. | State | $7.2 million | 89 |
| 10 | DFS Capital Management | State | $1.3 million | 11 |
| 11 | Kirz, Paul H | State | $0 | 0 |
| 12 | Woo, Harry | 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.