Top financial advisors in Tustin, CA
We’ve curated a list of the best financial advisors in Tustin, take a look at it below
Find an advisor in Tustin| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $490,122,460 | 13 advisors | ||
| 2 | $114,183,925 | 1 advisors | ||
| 3 | $55,000,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Tustin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tustin. 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.
Financial Advisors Network, Inc.
Financial Advisors Network, Inc. is a financial advisory firm based in Tustin, California. It currently has approximately $490,122,460 of assets under management and employs about 13 people. Financial Advisors Network, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$490,122,460
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-74613
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Corporate Trust Services
Crosspoint Financial, LLC
Crosspoint Financial, LLC is a financial advisory firm based in Tustin, California. It currently has approximately $114,183,925 of assets under management and employs about 1 people. Crosspoint Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$114,183,925
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-123648
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
Vaughn Investment Advisors Inc
Vaughn Investment Advisors Inc is a financial advisory firm based in Tustin, California. It currently has approximately $55,000,000 of assets under management and employs about 1 people. Vaughn Investment Advisors Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$55,000,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-64075
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)
Your first meeting is free.