City
Wealth management firms in Costa Mesa, California
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Costa Mesa, California reported $3.9 billion in regulatory assets under management; the largest by assets was Check Capital Management Inc, with $2.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $3.9 billion
- Average per firm
- $350.4 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Check Capital Management Inc | SEC | $2.4 billion | 2,408 |
| 2 | Leisure Capital Management, Inc. | SEC | $874.0 million | 349 |
| 3 | CS Tomasi Wealth Management | SEC | $110.3 million | 86 |
| 4 | Clearview Investment Partners, LLC | SEC | $105.3 million | 374 |
| 5 | Farah Private Wealth Management, Inc | State | $105.2 million | 128 |
| 6 | James Curtis Financial and Insurance Services | State | $99.5 million | 199 |
| 7 | Carney Portfolio Management Inc. | State | $92.8 million | 84 |
| 8 | Braypark Wealth Management | State | $40.0 million | 189 |
| 9 | Inception Financial Services | State | $29.2 million | 189 |
| 10 | Wealth Financial Group West, Inc. | State | $21.7 million | 98 |
| 11 | Accel Advisors, Inc. | State | $5.8 million | 16 |
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.