City
Wealth management firms in Tustin, California
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Tustin, California reported $1.9 billion in regulatory assets under management; the largest by assets was Financial Advisors Network, Inc., with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $124.4 million
- SEC-registered, of those listed
- 5 of 15 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Advisors Network, Inc. | SEC | $1.1 billion | 3,992 |
| 2 | RMR Capital Management LLC | SEC | $170.8 million | 207 |
| 3 | Crosspoint Financial, LLC | SEC | $157.1 million | 282 |
| 4 | 21 West Wealth Management LLC | SEC | $137.1 million | 83 |
| 5 | The Financial Advisors | State | $68.0 million | 44 |
| 6 | Barnett Financial Planning | State | $66.7 million | 154 |
| 7 | Vaughn Investment Advisors Inc | State | $60.0 million | 75 |
| 8 | Kfico, LLC Registered Investment Advisor | State | $42.8 million | 78 |
| 9 | Pma Wealth Management | State | $25.3 million | 105 |
| 10 | Edward Haro Financial, LLC | State | $16.7 million | 144 |
| 11 | Peaceful Advisors LLC | State | $8.4 million | 13 |
| 12 | Glacier Point Advisors, LLC | State | $7.6 million | 33 |
| 13 | Financial Synergistics Group, Inc. | State | $0 | 0 |
| 14 | Ikigai Planning | State | $0 | 0 |
| 15 | My Advisors US 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.