| 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 |