California · 3 advisers
Financial Advisors in Los Alamitos, California
Looking for a financial advisor in Los Alamitos, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Los Alamitos — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $553.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$553.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Los Alamitos
Ranked by AUM · Fees, team & specialties at a glance
ASSET PLANNING, INC
Los Alamitos, CA
AUM
$553.5M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
714-827-5794
FERNANDEZ FINANCIAL ADVISORY, LLC
Los Alamitos, CA
AUM
$66.0M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
562-594-4454
FHWV FINANCIAL LLC
Los Alamitos, CA
AUM
$14.8M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; SOLICITOR TO 3RD-PARTY RIA FOR REFERRAL FEE
(562) 598-8685
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Common questions
- How many financial advisors are in Los Alamitos, California?
- 3 registered investment advisers are listed in our Los Alamitos directory, sourced from public SEC filings.
- What types of advisors are in Los Alamitos?
- 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 Los Alamitos?
- 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.