Top 7 advisors in Costa Mesa
We’ve curated a list of the best financial advisors in Costa Mesa, take a look at it below
Find an advisor in Costa Mesa| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,309,465,802 | 11 advisors | ||
| 2 | $664,270,614 | 9 advisors | ||
| 3 | $610,343,737 | 38 advisors | ||
| 4 | $120,859,532 | 3 advisors | ||
| 5 | $94,383,753 | 5 advisors | ||
| 6 | $83,995,995 | 3 advisors | ||
| 7 | $11,682,800 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Costa Mesa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Costa Mesa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Check Capital Management Inc
Assets under management
$1,309,465,802
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
2. Leisure Capital Management, Inc.
Assets under management
$664,270,614
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. 20/20 Capital Management, Inc
Assets under management
$610,343,737
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
ADVICEPAY MONTHLY QTRLY SUBSCRIPTION
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
4. Pan Global Advisers, LLC
Assets under management
$120,859,532
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
5. Tax Efficient Asset Management Solution, Inc.
Assets under management
$94,383,753
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Clearview Investment Partners, LLC
Assets under management
$83,995,995
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Qualified Plan Advisory, LLC
Assets under management
$11,682,800
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.