City
Wealth management firms in Yorba Linda, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Yorba Linda, California reported $251.9 million in regulatory assets under management; the largest by assets was Ark Wealth Advisors, LLC, with $118.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $251.9 million
- Average per firm
- $50.4 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ark Wealth Advisors, LLC | SEC | $118.0 million | 221 |
| 2 | Pacific Wealth Care Inc. | State | $68.0 million | 42 |
| 3 | Vela Consulting, LLC | State | $47.1 million | 248 |
| 4 | Gerry Dransfeldt RIA, Inc | State | $18.6 million | 25 |
| 5 | Hypo Financial Services and Investment Adviser | State | $294,276 | 17 |
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.