| 1. Wealthspire Retirement Advisory CRD 121254 · Limited Liability Company | ALISO VIEJO, CA | $38.6B Mar 2026 | -$79.4B-67.3% | -$36.4B-48.6% | -$30.6B-44.2% | +$25.7B+199.8% | -7 employees-2.8% over 3Y | +2,370 accounts+45.9% over 3Y |
| 2. Flexpath Strategies CRD 174306 · Limited Liability Company | ALISO VIEJO, CA | $2.9B Feb 2026 | -$63.1B-95.6% | -$33.3B-91.9% | -$11.5B-79.8% | — | -7 employees-58.3% over 3Y | -2,154 accounts-74.4% over 3Y |
| 3. Preston Capital CRD 328417 · Partnership | ALISO VIEJO, CA | $1.1B Mar 2026 | -$202.1M-16.1% | — | — | +$1.1B+1054611562.0% | -1 employees-5.3% over 1Y | 0 accounts+0.0% over 1Y |
| 4. Sst Benefits Consulting CRD 288129 · Limited Liability Company | ALISO VIEJO, CA | $524.1M Mar 2026 | +$243.7M+86.9% | -$1.9B-78.7% | -$5.0B-90.5% | -$5.3B-91.0% | -2 employees-40.0% over 3Y | -2 accounts-22.2% over 3Y |
| 5. Accelerate Retirement CRD 325859 · Limited Liability Company | ALISO VIEJO, CA | $315.4M Apr 2026 | +$72.5M+29.9% | — | — | — | +21 employees+110.5% over 3Y | +201 accounts+28.6% over 1Y |
| 6. Challenger Wealth Management CRD 121498 · Corporation | ALISO VIEJO, CA | $275.5M Mar 2026 | +$98.3M+55.4% | — | — | +$98.3M+55.4% | 0 employees+0.0% over 1Y | +242 accounts+75.4% over 1Y |
| 7. Anchor Capital CRD 123543 · Corporation | ALISO VIEJO, CA | $191.2M Mar 2026 | -$118.4M-38.2% | -$465.3M-70.9% | -$240.3M-55.7% | -$46.2M-19.5% | -2 employees-40.0% over 3Y | -3 accounts-9.7% over 3Y |