Top Investment Firms in Orange County
212 Companies
List of the Top Orange County Investment Management Firms
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UndisclosedUndisclosed50 - 249Orange, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company First Pacific Bank was founded in 2006. The midsize team focuses on Commercial Financing and Funding & Investment.
Read moreSee All Locations (5)Orange, CA
625 The City Drive South
Orange, CA 9286816 - 20
714-352-7473
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$10,000+< $25 / hr50 - 249Newport Beach, CA
Services provided
20% Funding & Investment20% Commercial Financing20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Financial ConsultingLaunched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 1989, Whittier Trust Company is a Commercial Financing and Funding & Investment company. The firm specializes in Commercial Financing and Funding & Investment, and is midsize.
Read moreSee All Locations (2)Newport Beach, CA
4695 MacArthur Court Suite 1500
Newport Beach, CA 9266076 - 100
+1.949.216.2200
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingGreen Street Advisors is a midsize Commercial Financing and Funding & Investment company launched in 1985. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingCredit Union of Southern California is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and are headquartered in Anaheim,
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Corinthian Title Company is based in Irvine, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningFounded in 1988, Canterbury Consulting is a Financial Advising & Planning and Funding & Investment company. The team specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingExpress Capital Funding Inc is a Commercial Financing and Funding & Investment company. Their team is headquartered in Anaheim, California and provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Bascom Group, a Commercial Financing and Funding & Investment company, is in Irvine, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBuchanan Street Partners, a small Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingGranite Investment Group is a small Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and were founded in 1995.
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UndisclosedUndisclosed10 - 49Huntington Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Shore Capital Corporation is based in Huntington Beach, California. They offer Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingPaul Kott Realtors is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment, and the company is in Anaheim, California.
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UndisclosedUndisclosed2 - 9Los Alamitos, CA
Services provided
50% Funding & Investment50% Commercial FinancingCLS Financial is a small Commercial Financing and Funding & Investment company based in Los Alamitos, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingCarlyle Capital is a Commercial Financing and Funding & Investment company founded in 2000. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9La Palma, CA
Services provided
50% Funding & Investment50% Commercial FinancingAffinity Real Estate & Mortgage Training - NML, a Commercial Financing and Funding & Investment company, was established in 2010. The company focuses on Commercial Financing and Funding &
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingLucescu Realty is a small Commercial Financing and Funding & Investment company located in Newport Beach, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingAssociated Commercial Brokers is a Commercial Financing and Funding & Investment company. They were launched in 1994, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingKelemen Caamano Investments is a Commercial Financing and Funding & Investment company. Established in 2015, their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9La Palma, CA
Services provided
50% Funding & Investment50% Commercial FinancingCameo Escrow Corporation is a Commercial Financing and Funding & Investment company launched in 1993. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBelgravia Capital is a Commercial Financing and Funding & Investment company established in 1984. The small team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBCC Capital Partners, a small Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
50% Funding & Investment50% Commercial FinancingOmni Appraisal Services, a Commercial Financing and Funding & Investment company, is based in Lakewood, California. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingJMR Capital is a small Commercial Financing and Funding & Investment company. Established in 1992, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingCapital Investment Network is a Commercial Financing and Funding & Investment company launched in 1978. The agency provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingNewport Harbor Group is a Commercial Financing and Funding & Investment company. The Newport, Rhode Island-based company specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Newport Beach, CA
100 Bayview Circle
Newport Beach, CA 926602 - 5
949-669-5730
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
35% Funding & Investment35% Commercial Financing30% Executive SearchHarvey & Company LLC is a Newport Beach, California-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
10% Funding & Investment20% ERP Consulting and SI15% Accounting +6 services15% IT Strategy Consulting10% Back Office Outsourcing10% Business Consulting10% Commercial Financing5% HR Consulting5% RecruitingSee all 2 projectsVargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation.
Reviews mention Knowledgeable
Clients have consistently praised VargasAndrews for their extensive knowledge in technology and business processes. One CEO noted their 'very knowledgeable' resources, particularly in understanding the technology needs of growing companies. This expertise has been instrumental in refining CRM functionalities and hiring key personnel, such as a competent CFO. Overall, the sentiment regarding their knowledge is highly positive, although some clients have suggested a need for improved pace in collaboration.-
HR & IT Services for Access Management Platform
4.5 Feb 3, 2021They are very responsive. They also are very knowledgeable about stages and technology needs as a company grows.
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Industry Experience
VargasAndrews demonstrates strong capabilities in the Information Technology and Automotive industries. Clients praise their responsiveness, expertise in digital transformations, and strategic recruitment efforts. In IT, they effectively refine CRM systems and facilitate organizational growth. In the Automotive sector, they support business and digital transformations, enhancing team dynamics and culture. Overall, their impact is marked by thorough project management and a commitment to client success, making them well-suited for companies undergoing significant changes.
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Information technology Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with VargasAndrews' pricing, noting it as reasonable compared to market standards. One client highlighted their thoroughness and value, stating they received significant return on a $270,000 investment. Overall sentiment indicates a strong sense of value for money, with clients appreciating the company's responsiveness and commitment to delivering high-quality results, despite some areas for improvement in project clarity and speed of execution.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Los Angeles-based clients highlight VargasAndrews' expertise in business and digital transformation, including system migrations and team building. They commend the team’s thoroughness, project management, and cultural coaching, emphasizing their deep integration and value in complex, ongoing initiatives.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2010, IRA Capital is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249El Segundo, CA
Services provided
80% Funding & Investment20% Litigation Support ServicesIn El Segundo, California, Rockpoint Legal Funding is a Funding & Investment company. Founded in 2010, the team focuses on Funding & Investment and Litigation Support Services.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingClearLight Partners is a Financial Advising & Planning company headquartered in Newport Beach, California. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWindjammer Capital is a Waltham, Massachusetts-based Financial Advising & Planning company. Established in 1990, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Newport Beach, CA
840 Newport Center Dr Suite 650
Newport Beach, CA 9266031 - 40
949.721.9944
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UndisclosedUndisclosed2 - 9Santa Monica, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsMandri Capital is a capital markets brokerage firm specializing in securing financing for real estate projects. The feedback highlights their integrity, ease of project management, and impressive 100% success rate in securing loans. Clients appreciate their dedication and effective communication, with no negative experiences reported. Approximately 80% of the reviews emphasize their strong industry connections and efficient processes.
Industry Experience
Mandri Capital excels in the real estate industry, particularly in financing projects through loans and equity investments. Clients commend their integrity, high success rate, and effective project management, highlighting their ability to navigate complex financial requirements. The firm is viewed as a trusted partner, capable of securing various types of financing, including construction and permanent loans. Overall, they are highly regarded in the real estate sector, making them a reliable choice for clients in need of capital solutions.
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Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Mandri Capital's value for money, highlighting their high success rate in securing loans and the integrity of their service. One client noted a 100% success rate in obtaining financing, emphasizing the company's commitment and responsiveness to client needs. The overall sentiment reflects that Mandri Capital provides exceptional value, with clients feeling confident in referring others due to their trustworthy and effective approach.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Los Angeles-based client reviews highlight Mandri Capital's expertise in sourcing real estate financing, including loans and equity investments, for complex projects across Southern California. Their team’s integrity, project management, and high success rate in securing favorable loans demonstrate extensive experience in capital markets brokerage.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed50 - 249Laguna Beach, CA
Services provided
100% Funding & InvestmentFunding & Investment company WCM Investment Management is in Laguna Beach, California. They provide Funding & Investment and were launched in 1976.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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30% Funding & Investment50% Financial Advising & Planning20% Financial ConsultingFounded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFairmont Capital, Inc. Is a small Financial Advising & Planning company located in Anaheim, California. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49West Covina, CA
Services provided
50% Funding & Investment50% Commercial FinancingUniversal Bank is a small Commercial Financing and Funding & Investment company. Launched in 1954, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 4 projectsLos Angeles Real Estate Investors Club, LLC is a company specializing in investment services, providing high-quality educational resources, investor networking opportunities, and detailed valuation and earnings reports. Reviews highlight their professionalism, responsiveness, and exceptional attention to detail, with 100% of reviewers noting timely delivery and clear communication. The firm effectively supports strategic growth and investment decisions with minimal need for revisions.
Reviews mention Knowledgeable
The feedback from Seekye Capital highlights the team's exceptional knowledge and expertise in the real estate market. Clients noted their attention to detail and the depth of insights provided during educational sessions, which significantly informed their investment strategies. The professionalism and responsiveness of the team were consistently praised, with minimal revisions needed on deliverables, underscoring their proficiency. Overall, the sentiment towards their knowledge and capabilities is overwhelmingly positive.-
Education & Networking Events for Financial Services Co
5.0 Oct 11, 2025The team demonstrated 100% professionalism and an exceptional level of detail orientation throughout the process. They are highly equipped and well-qualified to handle complex real estate projects with precision and expertise. Their attention to detail, deep knowledge of the market, and timely delivery stood out throughout the engagement.
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Industry Experience
Los Angeles Real Estate Investors Club, LLC has garnered positive feedback in the financial services sector, particularly for their expertise in Quality of Earnings analyses and valuation reports. Clients from tax advisory and capital management firms commend the team's thoroughness, responsiveness, and professional communication. The overall sentiment reflects a strong alignment with client needs, making them a favorable choice for businesses seeking reliable support in financial assessments and strategic growth initiatives.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Los Angeles Real Estate Investors Club, LLC's pricing as fitting their budgets while delivering excellent value for money. One client noted the 'good value for cost' and appreciated the thoroughness and professionalism of their services. Another emphasized their 'value and responsiveness' as exceptional, with no areas for improvement identified. Overall, the sentiment reflects strong satisfaction with the company's cost-effectiveness and quality of service.Was this helpful?
1 of 1 Orange County-based review is 5 stars1 Orange County-based review for Funding & Investment in past 6 monthsUnknown avg. project cost for Funding & Investment services in Orange CountyRead Similar ReviewsFunding & Investment project highlight
Property Management Services for Computer Solutions Company
5.0 — Los Angeles Real Estate Investors Club, LLC has been hired by a computer solutions company to manage their properties. The team is tasked with handling maintenance, tenant relations, and timely rent Read moreWas this helpful?
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UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
60% Funding & Investment40% BI & Big Data Consulting & SIBrightQuery is a small Irvine, California-based Funding & Investment company. Their services include Funding & Investment and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
50% Funding & Investment50% Commercial FinancingGreenpath Funding, NMLS 1146157, a small Commercial Financing and Funding & Investment company, is in Aliso Viejo, California. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
10% Funding & Investment10% Commercial Brokerage Services10% Direct Marketing +7 services10% Engineering10% IT Strategy Consulting10% Insurance Law10% Real Estate Law10% Recruiting10% Search Engine Optimization10% Social Media MarketingMilan CM is a Funding & Investment company. Launched in 2025, the team focuses on Funding & Investment and Direct Marketing. The company is in Newport Beach, California.
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UndisclosedUndisclosed10 - 49Rancho Santa Margarita, CA
Services provided
50% Funding & Investment50% Commercial FinancingKairos Investment Management Company, a Commercial Financing and Funding & Investment company, was established in 2006. The agency provides Commercial Financing and Funding & Investment, and is
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UndisclosedUndisclosed250 - 999Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Oaktree Capital Management specializes in Commercial Financing and Funding & Investment. They were established in 1995.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
100% Funding & InvestmentPayden & Rygel is a Funding & Investment company. Headquartered in Los Angeles, California and London, England, the company was established in 1983. Their team provides Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingD.A. Davidson Companies is a Great Falls, Montana-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were established in 1986.
Read moreSee All Locations (3)Los Angeles, CA
One Wilshire Building 624 S. Grand Avenue 26th Floor
Los Angeles, CA 9001721 - 30
(800) 227-0319
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingArixa Capital is a Commercial Financing and Funding & Investment company based in Los Angeles, California. Launched in 2006, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Emac Financial and Real Estate Lending, is in Seal Beach, California. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingHarborWest Commercial Lending is a Commercial Financing and Funding & Investment company established in 2017. The agency provides Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
50% Funding & Investment50% Commercial FinancingPoint West Financial Inc. Is a Commercial Financing and Funding & Investment company. They were founded in 1983, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingLendtuit Southern California, a Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team focuses on Commercial Financing and Funding & Investment.
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Focus (x-axis)
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Ability to Deliver considers three criteria:
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List of the Top Orange County Investment Management Firms
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UndisclosedUndisclosed50 - 249Orange, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+< $25 / hr50 - 249Newport Beach, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Anaheim, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed10 - 49Anaheim, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed10 - 49Huntington Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Anaheim, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Los Alamitos, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other
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