City
Independent RIAs in Laguna Hills, California
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Laguna Hills, California reported $720.6 million in regulatory assets under management; the largest by assets was Pacific Park Financial, Inc., with $221.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $720.6 million
- Average per firm
- $60.0 million
- SEC-registered, of those listed
- 1 of 12 (8.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pacific Park Financial, Inc. | SEC | $221.6 million | 603 |
| 2 | Align Wealth Advisors | State | $101.0 million | 205 |
| 3 | Laguna Financial Advisory | State | $93.5 million | 362 |
| 4 | Emerald Blue Advisors | State | $89.4 million | 442 |
| 5 | Skorheim Wealth Management, LLC | State | $70.9 million | 21 |
| 6 | Embarcadero Capital Advisors, Inc. | State | $60.0 million | 250 |
| 7 | Advisors on Call | State | $47.6 million | 295 |
| 8 | The Financial Coaching Group, Inc. | State | $28.0 million | 179 |
| 9 | Avalon Financial Advisors | State | $4.1 million | 3 |
| 10 | Fusion Financial | State | $2.9 million | 29 |
| 11 | Barlow, Paul David | State | $1.6 million | 7 |
| 12 | Vere Chappell | State | $0 | 0 |
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.