Rialytix insights

Top RIA Firms in Orange, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Orange, California. This hub covers 6 matching firms with $2.6B in total reported AUM and median AUM of $291.7M.

Firms

Matching current profiles

Total AUM

$2.6B

Reported regulatory AUM

Median AUM

$291.7M

Across firms with AUM

Largest firm

$911.9M

Guardian Financial Partners, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Guardian Financial Partners, LLC CRD 287652 · Limited Liability Company	ORANGE, CA	$911.9M Feb 2026	+$148.2M+19.4%	+$163.2M+21.8%	+$229.4M+33.6%	—	-1 employees-20.0% over 3Y	+307 accounts+51.3% over 3Y
2. Bw & Associates, INC. CRD 116471 · Corporation	ORANGE, CA	$692.8M Jan 2026	+$169.4M+32.4%	+$130.4M+23.2%	+$266.9M+62.7%	+$579.8M+513.4%	0 employees+0.0% over 3Y	-15 accounts-1.2% over 3Y
3. B.b. Graham & Company, INC. CRD 41533 · Corporation	ORANGE, CA	$321.7M Mar 2026	+$148.9M+86.2%	-$378.3K-0.1%	+$110.8M+52.5%	+$286.5M+815.7%	+3 employees+10.3% over 3Y	-313 accounts-42.3% over 3Y
4. Secura Financial CRD 137324 · Limited Liability Company	ORANGE, CA	$261.8M Oct 2025	+$31.3M+13.6%	+$39.7M+17.9%	+$126.5M+93.4%	+$153.5M+141.8%	-2 employees-18.2% over 3Y	+136 accounts+13.5% over 3Y
5. Tabr Capital Management, LLC CRD 129959 · Limited Liability Company	ORANGE, CA	$241.2M Mar 2026	+$10.0M+4.3%	+$58.9M+32.3%	+$75.5M+45.5%	+$81.3M+50.8%	-1 employees-25.0% over 3Y	+87 accounts+13.9% over 3Y
6. Opus Private Wealth Group, LLC CRD 171317 · Limited Liability Company	ORANGE, CA	$128.0M Feb 2026	+$26.0M+25.4%	+$101.6M+385.7%	+$101.6M+385.7%	—	+1 employees+50.0% over 3Y	+253 accounts+170.9% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.