Falists

California · 11 advisers

Financial Advisors in Laguna Beach, California

Looking for a financial advisor in Laguna Beach, California? Falists indexes 11 SEC-registered and state-registered investment advisers in Laguna Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $96.77B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

6

Largest AUM

$96.77B

Financial planning

2

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth8Planning2Trusts6Retirement1Institutional2

Top advisors in Laguna Beach

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

PEACHER, INC.

Laguna Beach, CA

AUM

$15.3M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

858-699-5427

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Laguna Beach, California?
11 registered investment advisers are listed in our Laguna Beach directory, sourced from public SEC filings.
What types of advisors are in Laguna Beach?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Laguna Beach?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.