City
Wealth management firms in Laguna Beach, California
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Laguna Beach, California reported $313.6 million in regulatory assets under management; the largest by assets was Sagent Wealth Management, with $100.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $313.6 million
- Average per firm
- $39.2 million
- SEC-registered, of those listed
- 1 of 8 (12.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sagent Wealth Management | SEC | $100.4 million | 247 |
| 2 | Mem Investments | State | $95.3 million | 105 |
| 3 | Thomas Seaman Company | State | $66.7 million | 156 |
| 4 | Hip Investor, Inc. | State | $26.7 million | 237 |
| 5 | Peacher, Inc. | State | $15.3 million | 23 |
| 6 | Crane Investments Inc | State | $9.2 million | 67 |
| 7 | Pacific Shores Investment Advisors | State | $0 | 0 |
| 8 | Wiederman & Associates | 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.