City
Independent RIAs in Mission Viejo, California
As of October 2, 2026, 17 independent wealth management RIAs with their main office in Mission Viejo, California reported $3.3 billion in regulatory assets under management; the largest by assets was Financial Management Network Inc, with $2.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 17
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $193.0 million
- SEC-registered, of those listed
- 3 of 17 (17.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Management Network Inc | SEC | $2.1 billion | 4,474 |
| 2 | Ticino Wealth | SEC | $400.2 million | 775 |
| 3 | Walker Financial Advisors Inc | SEC | $233.3 million | 348 |
| 4 | Webb Financial Group | State | $94.4 million | 417 |
| 5 | DI Bello Financial | State | $66.9 million | 244 |
| 6 | Alta Pacific Wealth Management LLC | State | $65.0 million | 77 |
| 7 | Portsalus Wealth Management | State | $58.5 million | 259 |
| 8 | Brascia Investment Management, Inc. | State | $48.0 million | 30 |
| 9 | Redefine Financial | State | $37.8 million | 155 |
| 10 | Downie Financial Group | State | $35.7 million | 344 |
| 11 | Strivent Financial | State | $29.3 million | 152 |
| 12 | Kohr Investments | State | $23.9 million | 100 |
| 13 | Bright Wealth Advisors, LLC | State | $21.9 million | 135 |
| 14 | Owens Investment Advisors LLC | State | $15.8 million | 70 |
| 15 | Philadelphus Capital | State | $7.1 million | 10 |
| 16 | Castle Financial | State | $0 | 0 |
| 17 | Pacific Pension Advisors LLC | 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.