RIAs in Costa Mesa, California
Explore 4 RIAs headquartered in Costa Mesa, with $3.5B in combined reported AUM.
RIAs4Headquartered here
Total AUM$3.5BReported regulatory AUM
Total Employees31Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Costa Mesa
4 RIAsShowing 1–4 of 4 RIAs
Check Capital Management Inc
COSTA MESA, CAReported AUM$2.4B
Employees12
68.5% of city AUMView RIA ↗
Leisure Capital Management, Inc.
COSTA MESA, CAReported AUM$874M
Employees10
25.3% of city AUMView RIA ↗
Cs Tomasi Wealth Management
COSTA MESA, CAReported AUM$110.3M
Employees6
3.2% of city AUMView RIA ↗
Clearview Investment Partners, LLC
COSTA MESA, CAReported AUM$105.3M
Employees3
3.0% 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.