City
Independent RIAs in Diamond Bar, California
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Diamond Bar, California reported $149.2 million in regulatory assets under management; the largest by assets was Lagos Wealth Advisors, with $64.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $149.2 million
- Average per firm
- $29.8 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lagos Wealth Advisors | State | $64.2 million | 143 |
| 2 | The Financial Group | State | $33.7 million | 152 |
| 3 | Bos Taurus | State | $23.0 million | 21 |
| 4 | Valuetech Private Advisors | State | $21.4 million | 92 |
| 5 | LLG Wealth Management | State | $7.0 million | 14 |
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.