Top financial advisors in Placentia, CA
We've curated a list of the best financial advisors in Placentia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $24,233,160 Number of advisors 3 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 find the top financial advisors in Placentia, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Svl Investment Management
SVL Investment Management, founded in 1987 by Steven S. V. Le, Ph.D., operates with a focus on investment management services. Dr. Le, with extensive experience in finance and academia, serves as the Owner, President, and Investment Adviser Representative of the firm. Holding advanced studies from Harvard University, Dr. Le has a strong educational background, including a Ph.D. from Iowa State University. His professional experience includes roles as a Professor Emeritus of Finance at California State University, Long Beach, and various key positions in finance and economics at national consulting firms and within the State of Maryland. As a fiduciary, Dr. Le is committed to acting in the best interests of clients. SVL Investment Management does not engage in other investment-related business activities, and Dr. Le's only non-investment-related business involves owning Palm-Placentia, LLC, a property management company, which occupies less than 1% of his time. Clients can rest assured that Dr. Le does not receive any additional compensation beyond what is disclosed in the firm's ADV Part 2A and this supplemental brochure. With no disciplinary history, bankruptcy petitions, or supervision concerns, clients can trust in the integrity and expertise of SVL Investment Management under Dr. Le's leadership.
$24,233,160 under management
3 advisors
Fee structure
A percentage of assets under your management
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)
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 find the top financial advisors in Placentia, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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