RIAs in Brea, California
Explore 4 RIAs headquartered in Brea, with $942.4M in combined reported AUM.
RIAs4Headquartered here
Total AUM$942.4MReported regulatory AUM
Total Employees26Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Brea
4 RIAsShowing 1–4 of 4 RIAs
Lighthouse Financial Services Inc
BREA, CAReported AUM$472.5M
Employees6
50.1% of city AUMView RIA ↗
Sackett Wealth Advisors, Inc.
BREA, CAReported AUM$212.3M
Employees5
22.5% of city AUMView RIA ↗
Syndicated Capital, Inc.
BREA, CAReported AUM$142M
Employees12
15.1% of city AUMView RIA ↗
Investlinc Wealth Services
BREA, CAReported AUM$115.6M
Employees3
12.3% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.