Top Investment Firms in Orange County
212 Companies
List of the Top Orange County Investment Management Firms
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingETHICS Real Estate is a Newport Beach, California-based Commercial Financing and Funding & Investment company. Founded in 1979, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Irvine, CA
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50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Metro Realty Group is headquartered in Irvine, California. Launched in 2012, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Costa Mesa, CA
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50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company The SBA Lender - Greg Dill was launched in 1945. In Costa Mesa, California, the team specializes in Commercial Financing and Funding &
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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50% Funding & Investment50% Commercial FinancingThe Lawrence Group LLC / Profile Masters is a Commercial Financing and Funding & Investment company launched in 2014. The agency focuses on Commercial Financing and Funding & Investment, and is
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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50% Funding & Investment50% Commercial FinancingRiver Valley Holdings, LLC is a small Commercial Financing and Funding & Investment company located in Newport Beach, California. Their services include Commercial Financing and Funding &
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
100% Funding & InvestmentSWISH FUNDING, LLC is a small Funding & Investment company founded in 2021. Their services include Funding & Investment.
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UndisclosedUndisclosed10 - 49San Juan Capistrano, CA
Services provided
50% Funding & Investment50% Commercial FinancingDPFG Inc. Is a Commercial Financing and Funding & Investment company in San Juan Capistrano, California. They focus on Commercial Financing and Funding & Investment.
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$1,000+$25 - $49 / hr10 - 49San Francisco Bay Area, CA
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50% Funding & Investment50% Commercial FinancingTruebluepartners is a Commercial Financing and Funding & Investment company established in 2014. The company specializes in Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49West Covina, CA
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50% Funding & Investment50% Commercial FinancingCapital Direct Funding, Inc. Is a Commercial Financing and Funding & Investment company located in West Covina, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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50% Funding & Investment50% Commercial FinancingThorofare Capital, Inc. Is a Commercial Financing and Funding & Investment company. The company is based in Los Angeles, California. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingPacific Commerce Bank is a Commercial Financing and Funding & Investment company. The Los Angeles, California-based team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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50% Funding & Investment50% Commercial FinancingCenterstone SBA Lending is a Commercial Financing and Funding & Investment company. In Los Angeles, California, the agency offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company MOR Financial Services, Inc is in Los Angeles, California. The team offers Commercial Financing and Funding & Investment.
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$250,000+Undisclosed10 - 49Los Angeles, CA
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25% Funding & Investment75% Commercial FinancingSolganick & Co. Is a Commercial Financing company established in 2009. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
40% Funding & Investment50% Commercial Financing10% Financial ConsultingSee all 1 projectsDealPoint Merrill is a commercial real estate company with a strong focus on communication and marketing collaboration. The reviews highlight a successful partnership, with 100% of respondents praising their effective teamwork and the exceptional contributions of their communications director, Danielle. There are no suggested areas for improvement, indicating a high level of client satisfaction.
Industry Experience
DealPoint Merrill has demonstrated strong expertise in the real estate sector, particularly in commercial real estate. Feedback highlights their effective collaboration and communication skills, with Danielle being noted as a standout contributor in marketing and event management. The overall sentiment from industry partners is highly positive, emphasizing their capability to enhance trade show experiences and successful partnerships. Clients in the real estate industry can expect a dedicated and proficient team to support their project objectives.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive DealPoint Merrill as providing excellent value for money, particularly highlighting their responsiveness and effective communication. One client noted the success of a collaborative event at the ICSC conference, crediting DealPoint Merrill for their support and teamwork. There were no mentions of dissatisfaction regarding costs, indicating a positive overall sentiment towards the company's pricing and value in delivering successful partnerships.Was this helpful?
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UndisclosedUndisclosed10 - 49Rancho Cucamonga, CA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1971, Allmark Properties, Inc. Is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2015, GoSBA Loans is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Beverly Hills, CA
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50% Funding & Investment50% Commercial FinancingLawyers Title is a midsize Commercial Financing and Funding & Investment company established in 1925. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999Los Angeles, CA
Services provided
100% Funding & InvestmentIn Boca Raton, Florida and Chicago, Illinois, Kayne Anderson is a Funding & Investment company. Founded in 1984, the team specializes in Funding & Investment.
Read moreSee All Locations (3)Los Angeles, CA
2121 Avenue of the Stars 9TH Floor
Los Angeles, CA 90067301 - 400
310-282-7900

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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Houlihan Lokey was founded in 1990. The firm provides Financial Advising & Planning and Commercial Financing, and is large.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingGeorge Smith Partners, a Commercial Financing and Funding & Investment company, is located in Los Angeles, California. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1991, Endeavour Capital is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Los Angeles, CA
444 S Flower Street Suite 4300
Los Angeles, CA 9007110 - 15
(213) 891-0115
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1990, Business Finance Capital ("BFC") is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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50% Funding & Investment50% Commercial FinancingSaul Galvan Real Estate Services is a Commercial Financing and Funding & Investment company located in Los Angeles, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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50% Funding & Investment50% Commercial FinancingAllstate Bancorp is a Los Angeles, California-based Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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50% Funding & Investment50% Commercial FinancingFounded in 2017, Mortgage Point, a small Commercial Financing and Funding & Investment company, is in Laguna Hills, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Manhattan Beach, CA
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50% Funding & Investment50% Commercial FinancingTriLinc Global, LLC is a small Manhattan Beach, California-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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$1,000+$50 - $99 / hr2 - 9Arcadia, CA
Services provided
15% Funding & Investment50% Market Research25% Marketing Strategy +1 service10% AI DevelopmentAplus Consultant is a Market Research company. Their small team is based in Arcadia, California. Their services include Market Research and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
10% Funding & Investment30% Commercial Development20% Commercial Brokerage Services +3 services20% Commercial Property Management10% Building Security Services10% Commercial FinancingDavis Partners is a Commercial Development company launched in 1976. Their services include Commercial Development and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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100% Funding & InvestmentAzzet Private, a small Funding & Investment company, is located in Beverly Hills, California. The team provides Funding & Investment.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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50% Funding & Investment50% Commercial FinancingHeadquartered in Beverly Hills, California, CORNER ESCROW is a small Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Ladera Ranch, CA
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50% Funding & Investment50% Commercial FinancingPivotal Capital Group II, LLC is a Commercial Financing and Funding & Investment company established in 2011. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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50% Funding & Investment50% Commercial FinancingIn Beverly Hills, California, Wilshire Financial Network is a small Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Black Equities Group, Ltd. Was founded in 1989. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
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50% Funding & Investment50% Commercial FinancingGreenLake Asset Management LLC is a Commercial Financing and Funding & Investment company launched in 2008. The small team offers Commercial Financing and Funding & Investment.
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$10,000+< $25 / hr10 - 49Los Angeles, CA
Services provided
15% Funding & Investment50% Fractional CFO Services25% Commercial Financing +1 service10% Financial ConsultingResurge is a small Los Angeles, California-based Fractional CFO Services company. Their services include Fractional CFO Services and Commercial Financing.
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UndisclosedUndisclosed10 - 49Culver City, CA
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50% Funding & Investment50% Commercial FinancingHeadquartered in Culver City, California, Olive Hill Group, LLC is a small Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999Beverly Hills, CA
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25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPlatinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
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20% Funding & Investment20% Accounting20% Business Valuation Services +2 services20% Commercial Financing20% Financial ConsultingB. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Corona, CA
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50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Equity Builders Home Financing and Real Estate was established in 2007. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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50% Funding & Investment50% Commercial FinancingEstablished in 1987, Champion Real Estate Company is a Commercial Financing and Funding & Investment company. The agency offers Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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50% Funding & Investment50% Commercial FinancingCalmwater Capital is a small Commercial Financing and Funding & Investment company in Los Angeles, California. The team focuses on Commercial Financing and Funding & Investment.
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Los Angeles Valuation Group, Inc. - Commercial and Residential appraisers Los Angeles
Not yet reviewed
UndisclosedUndisclosed2 - 9Los Angeles, CAServices provided
25% Funding & Investment50% Commercial Brokerage Services25% Commercial FinancingLos Angeles Valuation Group, Inc. - Commercial and Residential appraisers Los Angeles is a Commercial Brokerage Services company. Their team specializes in Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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50% Funding & Investment50% Commercial FinancingLaunched in 2003, Lone Oak Fund LLC is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Hermosa Beach, CA
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25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2005, Marlin Equity Partners is a Financial Advising & Planning company. The agency offers Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249Moreno Valley, CA
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50% Funding & Investment50% Commercial FinancingWholesale Capital Corporation, a Commercial Financing and Funding & Investment company, was founded in 1992. They provides Commercial Financing and Funding & Investment.
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$25,000+$300+ / hr10 - 49West Hollywood, CA
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20% Funding & Investment20% Business Consulting20% Commercial Financing +2 services20% Corporate Law20% Marketing StrategyMarketing Strategy company Venture Plans LLC was launched in 2016. The small team specializes in Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Claremont, CA
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50% Funding & Investment50% Commercial FinancingCollege Escrow, a Commercial Financing and Funding & Investment company, is in Claremont, California. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Juan Capistrano, CA
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50% Funding & Investment50% Commercial FinancingCitation Capital Partners, Inc., a Commercial Financing and Funding & Investment company, is in San Juan Capistrano, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Clemente, CA
Services provided
50% Funding & Investment50% Commercial FinancingFK Capital Fund, Inc. Is a small San Clemente, California-based Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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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
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Irvine, 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 -
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
50% Funding & Investment50% Other -
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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