City
Wealth management firms in Dana Point, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Dana Point, California reported $587.8 million in regulatory assets under management; the largest by assets was The Clark Group Asset Management, with $343.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $587.8 million
- Average per firm
- $117.6 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Clark Group Asset Management | SEC | $343.9 million | 786 |
| 2 | Laguna Wealth Advisors, LLC | SEC | $161.2 million | 685 |
| 3 | Life by Design Investment Advisory Services | State | $57.2 million | 134 |
| 4 | Weil Associates, Inc. | State | $23.5 million | 13 |
| 5 | Haney Capital Management | State | $1.9 million | 4 |
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.