Top financial advisors in Laguna Hills, CA
We've curated a list of the best financial advisors in Laguna Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $819,043,342 Number of advisors 13 advisors | |||
| 2 | Assets under management $55,794,557 Number of advisors 1 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Laguna Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laguna Hills. 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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Towneley Capital Management, Inc.
Towneley Capital Management, Inc. is an SEC-registered independent investment advisory firm founded in 1971 by Wesley G. McCain. The firm offers investment counseling, asset management, financial planning, business consulting, and fiduciary services on a fee-only basis to various clients, including individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, nonprofit and charitable organizations, corporations, and other business entities. Towneley does not sell insurance, annuities, or commission-based financial products. The firm operates as a Delaware corporation with majority ownership by the TCM Employee Stock Ownership Trust. Towneley provides tailored advisory services based on individual client needs, focusing on defining goals, risk tolerance, time horizon, and asset allocation. The firm constructs custom portfolios using no-load mutual funds, exchange-traded funds, and individual bonds. Clients grant Towneley full discretion to manage their accounts, including the authority to buy and sell securities, select broker-dealers, and determine commission rates. The firm encourages clients to keep them informed of any changes that may impact their investment goals or portfolio allocation. Towneley's fee structure includes a percentage of assets under management for private clients, charitable and nonprofit organizations, and trusts. The firm also offers financial planning and consulting services on a stand-alone or ongoing basis, with fees negotiable based on the level and scope of services. Towneley does not charge performance-based fees and does not participate in principal, cross, or agency-cross transactions for clients. Clients receive quarterly reports on portfolio performance, asset values, and asset class breakdowns. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. In the event of a trading error, Towneley takes corrective actions to restore the client's account.
$819,043,342 under management
13 advisors
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
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
Business Consulting
Aldridge & Co
Aldridge & Co is a financial advisory firm based in Laguna Hills, California. It currently has approximately $55,794,557 of assets under management and employs about 1 people. Aldridge & Co uses a fee structure of a percentage of assets under your management and commissions.
$55,794,557 under management
1 advisor
Fee structure
A percentage of assets under your management
Commissions
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Laguna Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laguna Hills. 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.
Top advisors in California
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