How many financial advisors are in San Juan Capistrano, California?

Falists lists 9 registered investment advisers with a principal office or filing address in San Juan Capistrano, California, based on public SEC IAPD data.

How do financial advisors in San Juan Capistrano charge fees?

Fee structures vary by firm. In San Juan Capistrano, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for San Juan Capistrano?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 9 advisers

Financial Advisors in San Juan Capistrano, California

Looking for a financial advisor in San Juan Capistrano, California? Falists indexes 9 SEC-registered and state-registered investment advisers in San Juan Capistrano — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $379.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$379.6M

Financial planning

Filter by specialty

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

All Wealth9 Planning7 Trusts8 Retirement3 Institutional4

Top advisors in San Juan Capistrano

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

View all 9 →

OPTIVEST, INC.

San Juan Capistrano, CA

AUM

$319.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

949-363-8686

Full profile Visit site →

MILLER FINANCIAL SERVICES, INC.

San Juan Capistrano, CA

AUM

$127.0M

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM

949-218-9419

Full profile Visit site →

CDFINANCIAL

San Juan Capistrano, CA

AUM

$86.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

949-359-5100

Full profile Visit site →

DOLL CAPITAL ADVISORS INCORPORATED

San Juan Capistrano, CA

AUM

$76.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

949-497-6366

Full profile Visit site →

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

San Juan Capistrano, CA

AUM

$62.8M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

866-927-5250

Full profile Visit site →

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

San Juan Capistrano, CA

AUM

$37.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

949-248-8800

Full profile Visit site →

PROFESSIONAL FINANCIAL ADVISORS INC

San Juan Capistrano, CA

AUM

$23.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

949 493 5900

Full profile Visit site →

SERVICE ONE FINANCIAL

San Juan Capistrano, CA

AUM

$4.2M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

949-305-9911

Full profile Visit site →

TRITON PACIFIC HEALTHCARE PARTNERS, LLC

San Juan Capistrano, CA

AUM

$379.6M

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Fixed fees; Performance-based fees

949-300-0999

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 San Juan Capistrano, California?: 9 registered investment advisers are listed in our San Juan Capistrano directory, sourced from public SEC filings.
What types of advisors are in San Juan Capistrano?: 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 San Juan Capistrano?: 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.