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26 Firms
Country: United States
State: California
City: Orange County

List of the Top Orange County Wealth and Asset Management Companies

  • Canterbury Consulting

    Canterbury Consulting

    Investment Management

    Undisclosed
    Undisclosed
    50 - 249
    Newport Beach, CA
    Service Focus
    Financial Advising & Planning

    Canterbury Consulting’s founders were part of the generation that pioneered the independent investment advisory service model. In 1988, they set out to build a firm focused only on providing…

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  • Business Plans USA

    Business Plans USA

    Business Plan and Financial Modeling Experts

    $1,000+
    $50 - $99 / hr
    10 - 49
    Irvine, CA
    Service Focus
    Financial Advising & Planning

    We will write the business plan and identify any ‘holes’ that may cause a funding request to be denied. We give the professionalism needed to convince any lender you’re the expert…

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  • CAPATA

    CAPATA

    WE HELP YOU RISE TO BUILD A BETTER FUTURE

    $1,000+
    $300+ / hr
    10 - 49
    Laguna Niguel, CA
    Service Focus
    Financial Advising & Planning

    CAPATA is a full service accounting firm in Orange County, California. We are focused on providing top tier accounting services, tax planning and strategic guidance. For over 35 years, we have…

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  • Ledger Labs, Inc.

    Ledger Labs, Inc.

    The Knowledge & Attention your Business Deserves

    $1,000+
    $50 - $99 / hr
    50 - 249
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    We offer Accounting and Bookkeeping, Controller Services, CFO and Advisory, and NetSuite ERP.

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  • D.A. Davidson Companies

    D.A. Davidson Companies

    The strength of personalized solutions to meet you

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    At D.A. Davidson Companies, we believe there is only one way to navigate through the wealth of financial services options: straightforward. We offer clear strategies with smart, personalized…

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  • Kaiser & Bonds LLP

    Kaiser & Bonds LLP

    Tax & Finance doesn’t have to be complicated.

    Undisclosed
    Undisclosed
    2 - 9
    Long Beach, CA
    Service Focus
    Financial Advising & Planning

    A team of comprehensive tax & financial experts who understand each of our clients’ unique needs and backgrounds.Kaiser & Bonds was founded on the idea that there is too much noise in the tax…

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  • Cetera Financial Group

    Cetera Financial Group

    Celebrating Diversity, Gaining Appreciation

    Undisclosed
    Undisclosed
    1,000 - 9,999
    El Segundo, CA
    Service Focus
    Financial Advising & Planning

    Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based…

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  • Bay Street Capital Holdings

    Bay Street Capital Holdings

    Investment Management

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    Bay Street Capital Holdings is a leading provider of investment, advisory, wealth management, and financial planning services. As a fiduciary, we invest on the behalf of our clients with integrity,…

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  • First Financial Consulting

    First Financial Consulting

    Professional Financial Consultants

    Undisclosed
    Undisclosed
    10 - 49
    Pasadena, CA
    Service Focus
    Financial Advising & Planning

    Fee-Only Private Financial Planning and Investment Consulting.We serve both individual and corporate clients and have an extensive history of helping owners of closely-held businesses reach their…

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  • ANU Agrawal CPA

    ANU Agrawal CPA

    Tax & Business Consultant

    $1,000+
    $50 - $99 / hr
    Freelancer
    Torrance, CA
    Service Focus
    Financial Advising & Planning

    Anu Agrawal CPA Inc is a certified public accounting firm in Torrance, California. We are a full-service accounting firm dedicated to providing exceptional financial guidance and services to small…

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  • Palm Tree LLC

    Palm Tree LLC

    Transaction. Transitions. Transformations.

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    Palm Tree is the modern M&A advisor. Our model is a hybrid of consulting, investment banking, and accounting, and we integrate with our clients to enable them to prepare for, respond to, and…

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  • ECHELON Partners

    ECHELON Partners

    Management Consulting Services in California

    Undisclosed
    Undisclosed
    2 - 9
    Manhattan Beach, CA
    Service Focus
    Financial Advising & Planning

    ECHELON Partners provides world-class investment banking, management consulting, valuation, and research presentation services to founders and owners of wealth and asset management firms. ECHELON…

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  • Align Impact

    Align Impact

    Your Impact Partner

    Undisclosed
    Undisclosed
    10 - 49
    Santa Monica, CA
    Service Focus
    Financial Advising & Planning

    Align Impact is a female founded, owned, led, and majority-staffed, SEC-registered independent advisor and certified B Corporation. We specialize in co-creating and implementing impact investing…

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  • Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    Atlantic Investments is a Registered Investment Advisor (RIA) in the State of California. As an RIA, the firm advisors have a fiduciary duty to their clients; meaning that they have a legal…

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  • Chaudhry CPA

    Chaudhry CPA

    Bookkeeping Service

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    We offer the best financial service in California

  • Cedars Business Services

    Cedars Business Services

    Debt Collection Agency

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA
    Service Focus
    Financial Advising & Planning

    Since 1997, Cedars Business Services has centered its debt collection business around People.
    Built on a foundation of trust, Cedars Business Services strives for honest relationships based on…

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  • Dynamic Merchant Solutions

    Dynamic Merchant Solutions

    Start Selling With Dynamic Merchant Solutions

    $5,000+
    $25 - $49 / hr
    10 - 49
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    Dynamic Merchant Solutions offers a full spectrum of services for all types of businesses. From home based businesses to multi level corporations Dynamic Merchant Solutions can build a custom…

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  • HCR Wealth Advisors

    HCR Wealth Advisors

    We value your every moment

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times…

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  • Vistica Wealth Advisors

    Vistica Wealth Advisors

    Integrated Advice. Collaborative Solutions.

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA
    Service Focus
    Financial Advising & Planning

    "What started as a family business idea in 2015 has grown into a trusted advisor source for many throughout California and several other states. We built our firm on the belief that everyone deserves…"

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  • Dark Horse CPAs

    Dark Horse CPAs

    Accounting Firm based in Cardiff, California.

    $1,000+
    $200 - $300 / hr
    10 - 49
    Encinitas, CA
    Service Focus
    Financial Advising & Planning

    Dark Horse CPAs provides integrated tax, accounting and CFO services to small businesses and individuals across the U.S. The firm was founded to save small businesses (and their owners) from subpar…

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  • Economic Development Collaborative

    Economic Development Collaborative

    Your Business Advisor For Life

    Undisclosed
    Undisclosed
    10 - 49
    Camarillo, CA
    Service Focus
    Financial Advising & Planning

    Economic Development Collaborative, EDC, is a private nonprofit that gives businesses, community partners, and civic leaders the help and resources they need to succeed. Since we were first…

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  • The Crestwell Group

    The Crestwell Group

    build + protect wealth

    Undisclosed
    Undisclosed
    2 - 9
    Rancho Santa Fe, CA
    Service Focus
    Financial Advising & Planning

    We believe the entrepreneur is the single greatest contributor to empowering individuals, families, and building our communities. The Crestwell Group is a collaborative of business professionals…

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  • Wetherby Asset Management

    Wetherby Asset Management

    Investment Management in San Francisco, CA

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for families and individuals with significant wealth. As an independent advisory firm we offer…

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  • BakerAvenue Wealth Management

    BakerAvenue Wealth Management

    When life gives you changes

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus
    Financial Advising & Planning

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals,…

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  • Check Capital Management

    Check Capital Management

    Growth Through Strenght

    Undisclosed
    Undisclosed
    10 - 49
    Costa Mesa, CA
    Service Focus
    Financial Advising & Planning

    Founded by Steven Check in 1987, Check Capital Management is an award-winning asset management firm based in Southern California that serves clients throughout the U.S.  It has helped investors…

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  • CTL Business Group

    CTL Business Group

    Thinking Outside of the Box!

    Undisclosed
    Undisclosed
    2 - 9
    Irvine, CA
    Service Focus
    Financial Advising & Planning

    With a passion for professional business consulting, and a real understanding of the problems faced by business owners in the modern landscape, CTL's goal is to help make every business a success. We…

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