City
Wealth management firms in Ladera Ranch, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Ladera Ranch, California reported $130.3 million in regulatory assets under management; the largest by assets was Thielen Capital Corporation, with $126.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $130.3 million
- Average per firm
- $26.1 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Thielen Capital Corporation | SEC | $126.0 million | 228 |
| 2 | Salt Capital Wealth Management, LLC | State | $3.1 million | 20 |
| 3 | Lee Financial Group | State | $1.2 million | 12 |
| 4 | Alpha Strategies Investment Consulting | State | $0 | 0 |
| 5 | Crosslight Global Investment Partners, LLC | SEC | $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.