PROSPERITY ROAD, LLC
Santa Ana, CA
AUM
$172.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(714) 241-0212
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
14 advisers found
QUALIFIED PLAN ADVISORY, LLC
Santa Ana, CA
AUM
$104.8M
Wealth MgmtRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
714-486-4544
SECTOR LOGIC, LP
Santa Ana, CA
AUM
$43.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-334-3040
7 SUMMITS INVESTMENT MANAGEMENT, LLC
Santa Ana, CA
AUM
$1.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
714-914-0408
ABACUS WEALTH INTERNATIONAL (AWI)
Santa Ana, CA
AUM
$274K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-436-6083
AMERICAN STRATEGIC CAPITAL
Santa Ana, CA
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
714-708-3040
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
714-368-7494
INSIGHT FINANCIAL ADVISORS
Santa Ana, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
714-541-1400
JMB FINANCIAL MANAGERS, INC.
Santa Ana, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
949-251-3544
LINDA A. BARLOW, CFP
Santa Ana, CA
AUM
$239.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
714-953-1232
Full profileNo website
LEGACY ADVISORY GROUP, INC
Santa Ana, CA
AUM
$53.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
949-825-6031
Full profileNo website
CAPSTONE WEALTH MANAGEMENT, INC
Santa Ana, CA
AUM
$34.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
714-772-4744
Full profileNo website
COBB PLANNING GROUP
Santa Ana, CA
AUM
$1.6M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
714-550-9456
Full profileNo website
VEROS CAPITAL MANAGEMENT, INC.
Santa Ana, CA
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
714 415 6300
Full profileNo website