City
Wealth management firms in Brea, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Brea, California reported $1.2 billion in regulatory assets under management; the largest by assets was Lighthouse Financial Services Inc, with $472.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $82.4 million
- SEC-registered, of those listed
- 4 of 14 (28.6%)
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 | Syndicated Capital, 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 | $142.0 million | 465 |
| 4 | Investlinc Wealth Services | SEC | $115.6 million | 636 |
| 5 | Anchor Financial Group | State | $102.4 million | 126 |
| 6 | Des Financial Group, LLC | State | $34.1 million | 125 |
| 7 | Ministry Partners Securities, LLC 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. | State | $25.4 million | 133 |
| 8 | Lucidity Wealth Advisors Inc. | State | $21.1 million | 34 |
| 9 | Oaktree Wealth Group Inc. | State | $10.2 million | 22 |
| 10 | Layari Financial | State | $9.1 million | 143 |
| 11 | Choice Financial & Insurance Services, Inc. | State | $7.2 million | 89 |
| 12 | DFS Capital Management | State | $1.3 million | 11 |
| 13 | Kirz, Paul H | State | $0 | 0 |
| 14 | Woo, Harry | 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.