Business List: Wealth in Costa Mesa, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers
Jamie Tam - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx4	wms********@r.com					14640		16000
Coastal Wealth	30131 Town Center Dr, Laguna Niguel, CA 92677	94945xxxx4
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2	190	57	217
RBC Wealth Management	777 S Figueroa St, Los Angeles, CA 90017	21336xxxx8
Mgo Wealth Advisors	16815 Von Karman Ave, Irvine, CA 92606	88888xxxx4	402***********************************@w***************.com					548	30	552
Merrill Lynch Wealth Management	2301 Rosecrans Ave, El Segundo, CA 90245	31053xxxx4	ban*******************@m.com
David A. Selleck - Pacific Wealth Partners	3333 W Coast Hwy Ste 530 Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Providence Wealth Management Group - Ameriprise Financial	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0	dns***@a*.com			1	1
Vande Bossche Financial Planning & Wealth Management	180 North Riverview Drive 949-863-5911, Anaheim, CA 92808	94986xxxx1
Ulivi Wealth Management	369 S Glassell St, Orange, CA 92866	71477xxxx0	and*@a******************.com
Advanced Planning Wealth Management Group	4770 Campus Dr Ste 210, Newport Beach, CA 92660	94950xxxx0	ada@t********.org	4.7	15			53	9	57
Castillo Wealth Management	6767 Katella Ave, Cypress, CA 90630	71488xxxx0	tom*******@l.com
Prattes Wealth Partners	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	94927xxxx3
Golden Eagle Wealth Management	1000 S Fremont Ave, Alhambra, CA 91803	62687xxxx7	jva******@g**************.com
Wealth Advisory Group	4782 Katella Ave, Los Alamitos, CA 90720	56249xxxx7
Oakstone Wealth Management	1500 Quail St Ste 470 Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Vestige Wealth Management	2436 W Coast Hwy Newport Beach, CA 92663	94957xxxx4
Merrill Lynch Wealth Management	650 Town Center Dr Ste 500, Costa Mesa, CA 92626	71442xxxx0	ale********@m.com
Luke Cattau - Thrivent	959 S Coast Dr Suite 374, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com	5	1
Oc Wealth Advisors	3200 El Camino Real, Irvine, CA 92602	71438xxxx7	san*******@l.com
Oakstone Wealth Management	950 E Katella Ave Ste 7, Orange, CA 92867	71463xxxx6	ste*********@l.com
Delarme Wealth Management	2550 Via Tejon, Palos Verdes Estates, CA 90274	42425xxxx5	je@d******.com
Advanced Equities Wealth Management	6523 E Paseo El Greco, Anaheim, CA 92807	71492xxxx6
Ben Goldberg - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx6
George Otto - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Fabian Wealth Strategies	3070 Bristol St, Costa Mesa, CA 92626	71424xxxx0	mar****@m***********.com					2856	28	2900
Walden Wealth Management	2082 Michelson Dr Ste 103, Irvine, CA 92612	94982xxxx7	coo*@w************.com
Daniel Pichardo CFP, CRPC - Bridge Financial Management	4343 Von Karman Ave Ste 250L Newport Beach, CA 92660	94922xxxx2	dpi****@m************.com			5	18	209		208
Isaac Kim Wealth Management	18411 Crenshaw Blvd, Torrance, CA 90504	31080xxxx4
MWJ Wealth Stategies LLC	7777 Center Ave, Huntington Beach, CA 92647	71489xxxx0	mic********@l.com
Morgan Stanley Wealth Management	444 S Flower St, Los Angeles, CA 90071	21348xxxx1	erp****@m************.com
Baldwin Wealth Planning	660 Newport Center Dr Ste 550, Newport Beach, CA 92660	94999xxxx8
Freedom Wealth Management	2780 Skypark Dr Ste 460, Torrance, CA 90505	42420xxxx5	je@p**********.com
Advant Wealth	18301 Von Karman Ave, Irvine, CA 92612	31021xxxx3	adr*@a*********.com
Merrill Lynch Wealth Management	515 S Flower St, Los Angeles, CA 90071	21386xxxx4	aas**********@m.com
Schiel Wealth Management	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94938xxxx5	cha@s********************.com
Morgan Stanley Wealth Management	8150 La Palma Ave, Buena Park, CA 90620	71482xxxx2	aar*********@m*********************.com
Comerica Bank	611 Anton Blvd #100, Costa Mesa, CA 92626	71443xxxx0	abr*@c*****.com	5	2
Strategic Wealth Partners	2901 W Coast Hwy Ste 200 Newport Beach, CA 92663	94927xxxx9
Dsi Wealth Management	1000 Lakes Dr, West Covina, CA 91790	62691xxxx6	cha@d***.com
Chase Bank	551 Newport Center Dr Newport Beach, CA 92660	94964xxxx0	acc********@c**.com	4.2	13	3.3	25
Marrick Wealth	2211 Michelson Dr Ste 545 Irvine, CA 92612	94925xxxx0	adv***@m**********.com
TENNYSON WEALTH MANAGEMENT	895 Dove St #300, Newport Beach, CA 92660	71439xxxx6	rog@t*******.com
Health is Wealth Juice Bar?	3531 W Century Blvd, Inglewood, CA 90303	42457xxxx5
Stephanie Shields - Thrivent	959 S Coast Dr, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com
Accountant Partners	7595 Irvine Center Dr Irvine, CA 92618	94951xxxx7
Roger Stephens - RBC Wealth Management Financial Advisor	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx9	rbc*******@r.com
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	3	182	6	225
EFC Wealth Management Firm	5777 W Century Blvd Ste 985, Los Angeles, CA 90045	31064xxxx1	ash*@e****************.com	4.8	16			401	9	429
TSG Wealth Management	18800 Von Karman, Suite B, Irvine, CA 92614	94950xxxx0	all**********@t**.com
Selah Portfolios & Planning	129 Cabrillo St # 103, Costa Mesa, CA 92627	94994xxxx5	c18***************************@s***.wixpress	5	27			59		74
Coastal Payroll Services	8 Whatney Irvine, CA 92618	94964xxxx2	abe**@c***********.com			4.4	7	559	110	593
Chase Bank	19461 Main St Ste 102 Huntington Beach, CA 92648	71453xxxx2	acc********@c**.com			3.7	32
Mark Elliott - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx4	mar*******@r.com
Schuster Beary Wealth Strategies	27401 Los Altos, Mission Viejo, CA 92691	94970xxxx3	enq****@s*****.com
Tom Drasler - Arbor Financial Group	1805 E Gary Ave Santa Ana, CA 92705	71447xxxx3	aar@a****************.net			4.9	30	617	36
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Integrity Wealth & Associates	879 W 190th St Ste 400, Gardena, CA 90248	31021xxxx4
Halbert Hargrove Global Advisors	3200 Park Center Dr Suite 550, Costa Mesa, CA 92626	94938xxxx0	axx@h**************.com
Heritage Wealth Management	24576 Hawthorne Blvd, Torrance, CA 90505	42424xxxx0	pri**************@n*********.net
Nexa Wealth	515 S Flower St 18th Fl, Los Angeles, CA 90071	31077xxxx8
Oaktree Wealth Group Inc	135 S State College Blvd, Brea, CA 92821	94951xxxx8	dch*@o***************.com
Wedbush Securities	1600 Newport Center Dr Newport Beach, CA 92660	94971xxxx0	a.c@w****.com			1	1	4510	289	4500
Harbor Rock Wealth Management	2753 Camino Capistrano Ste A101, San Clemente, CA 92672	94999xxxx5	inf@h**********.com
Smansa Chu-Bancwest Investment Services Wealth Financial Advisor	2 S Garfield Ave, Alhambra, CA 91801	62623xxxx3	aab**@b**********.com					40892	181	41000
Morgan Stanley Wealth Management	601 S Figueroa St Fl 28, Los Angeles, CA 90017	21355xxxx0	aar*********@m*********************.com
Cardinal Point Wealth Management, Llc	19200 Von Karman Ave, Irvine, Ca 92612	94991xxxx4	bra***@c****************.com
Compak Asset Management	1801 Dove St Newport Beach, CA 92660	94967xxxx0	bhu**@c***.com	4	4	3.9	18
Arbor Wealth Strategies-Ins	11027 Downey Ave, Downey, CA 90241	56231xxxx5
Geneos Wealth Management Inc	3010 Old Ranch Pkwy, Seal Beach, CA 90740	30378xxxx0	and**********@g*********.com
Gomberg McQuilkin Wealth Management Group	701 S Parker St, Orange, CA 92868	71449xxxx6	jod@g********************.com
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123	268	68	273
Elevate Financial Partners	4675 MacArthur Ct Suite 1430, Newport Beach, CA 92660	94946xxxx1	fir@e***********.com	4.6	9
Sagent Wealth Magagement	4675 MacArthur Blvd Newport Beach, CA 92660	94975xxxx6
Merrill Lynch Wealth Management	550 Silver Spur Rd, Rolling Hills Estates, CA 90275	31026xxxx0	aas**********@m.com
D&G Financial Planning	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	94967xxxx2	con**@d****************.com
Financial Strategies-Wealth Management Group	6 Hutton Centre Dr, Santa Ana, CA 92707	71436xxxx4	aha**@f**.com
Dewane Investment Strategies	2429 West Coast Hwy #207, Newport Beach, CA 92663	88888xxxx7	aar**********@r*********.com
T K Wealth Management	3000 E Birch St, Brea, CA 92821	94921xxxx0	tra*********@l.com
Strategic Fortune Wealth Management	1000 Lakes Dr Ste 340, West Covina, CA 91790	62651xxxx4	las@s****************.com
Evermont Wealth	419 Yale Ave, Claremont, CA 91711	90929xxxx7	eve***@e*****.com	5	12
Star Wealth Management	17441 Virginia Ave Unit B, Bellflower, CA 90706	56245xxxx6	ari@s***********.com
WestPac Wealth Partners	949 S Coast Dr Ste 220, Costa Mesa, CA 92626	94927xxxx0	aar********@w**********.com
Total Wealth Insurance Services	777 Silver Spur Rd, Rolling Hills Estates, CA 90274	31037xxxx8
CA Periodontics & Implant Clinic	1532 San Bernardino Ave Ste A1, Pomona, CA 91767	90996xxxx0	you@e***.com
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	94933xxxx0	nay*@n************.com			5	6
Parliament Wealth Management and Insurance Services	3200 Park Center Dr STE 1240, Costa Mesa, CA 92626	94947xxxx8
Pinnacle Wealth Advisors	1920 Main St, Irvine, CA 92614	94992xxxx3
Morgan Stanley Wealth Management	17400 Brookhurst St Ste 101, Fountain Valley, CA 92708	71496xxxx3
Lacroix Wealth Management	21515 Hawthorne Blvd Ste 246, Torrance, CA 90503	31072xxxx8	dav********@l******.com
Legacy Wealth Management	1432 Edinger Ave Ste 200 Tustin, CA 92780	71423xxxx0
Jordan Leonard - TIAA Wealth Management Advisor	19200 Von Karman Ave 4th Fl, Irvine, CA 92612	87720xxxx0	acc****************@t*.org					90945	536	91000
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Northpoint Tax & Wealth Business Advisory	1661 E Chapman Ave, Fullerton, CA 92831	71487xxxx2	alq@n******.com
Noble Wealth Management	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	88827xxxx8	aj@n********************.com
Tustin Centre Wealth Advisors	1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705	71440xxxx1	abe*******@w***************.com
DrHealthisWealth.com	1402 E Kramer Dr, Carson, CA 90746	31080xxxx5
Lee Dover - Private Wealth Advisor, Ameriprise Financial Services	556 N Diamond Bar Blvd Ste 106, Diamond Bar, CA 91765	90986xxxx0	ani**********@a*.com					267		275
Yi & Co CPA	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94934xxxx7	inf@y*****.com	5	15	4.7	49
Orange County Tax & Wealth Co.	17901 Von Karman Ave Ste 600 Irvine, CA 92614	61943xxxx6
The Pierce Group	18022 Cowan Ste 215 Irvine, CA 92614	94965xxxx0	joh@p*********.us
Merchant Wealth Management	3505 W Beverly Blvd, Montebello, CA 90640	32324xxxx1
Smith Barney	1901 Main St Irvine, CA 92614	94995xxxx0	ada****@s********.com			5	1
T R Wealth Management Inc	24050 Madison St, Torrance, CA 90505	31037xxxx5	bi@t*****.org					295		297
Boyer Financial Services	4063 Birch St Ste 200 Newport Beach, CA 92660	94933xxxx0	inf@b*****.com							176
Level Four Wealth Management	1920 Main St Ste 1090 Irvine, CA 92614	94977xxxx1
Confluence Wealth Management Group - Ameriprise Financial Services	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	cam********@a*.com					16	15	20
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Jeffrey Halbreich - Private Wealth Advisor, Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com					123		125
Robinson Wealth Advisors	33852 Montanas Del Mar, San Juan Capistrano, CA 92675	94921xxxx1	dro****@r*******************.com
Parliament Wealth	3200 Park Center Dr Ste 1240, Costa Mesa, CA 92626	94947xxxx8	ber@p*************.com
Randall Wealth Management Group	3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806	56225xxxx8	ran*****************@w********.com
Family Wealth Leadership	2 Venture Ste 460, Irvine, CA 92618	94946xxxx0	inf@f********************.com
M&M Wealth Associates	16027 Brookhurst St, Ste I-626, Fountain Valley, CA 92708	71449xxxx5	fir@m***************.com
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ale********@m.com	3	2
Capital Wealth & Tax Incorporated	260 Newport Center Dr Ste 100, Newport Beach, CA 92660	86694xxxx4
RBC Wealth Management Palos Verdes	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx7	wms********@r.com					14640		16000
Concert Wealth Management	250 W 1st St, Claremont, CA 91711	90926xxxx0	hen*****@f*******.com
Cupp Wealth Strategies	2901 W Coast Hwy Ste 200 Newport Beach, CA 92663	90989xxxx7
RBC Wealth Management Branch - Long Beach	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx2
Omni Legal Group	2029 Century Park East Ste 438 Los Angeles, CA 90067	42451xxxx3	ari*@o***********.com	5	125	4.8	131	1149	45	1100
CML Wealth Management	135 S State College Blvd Ste 125, Brea, CA 92821	71449xxxx0	bxx*********@c******.com
Merrill Lynch Wealth Management	26660 Portola Pkwy, Foothill Ranch, CA 92610	94946xxxx0	aar********@s***.com
Wealth Financial Group West	650 Town Center Dr Ste 860, Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com					111		119
Sterling Wealth Partners	17332 Irvine Blvd, Tustin, CA 92780	71459xxxx5	bgl*@l**.com					181		183
Doug Bailey - RBC Wealth Management Branch Director	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx4
Precision Wealth Financial & Insurance Services	222 S Harbor Blvd, Anaheim, CA 92805	71422xxxx0	cca@p************.com
WealthWise Financial Services	9070 Irvine Center Dr Ste 230, Irvine, CA 92618	94974xxxx7	car***@w****************.com	5	2					339
New Market Wealth Management	695 Town Center Dr Ste 540, Costa Mesa, CA 92626	65790xxxx9
Golden State Wealth Management	201 Sandpointe Ave #460, Santa Ana, CA 92707	86627xxxx3	ash********@t************.com	4	4
Murdock Wealth Management	155 N Riverview Dr Ste 311, Anaheim, CA 92808	71476xxxx0	cmu***@j******.com
Innovative Real Estate Planning Group	1932 E Deere Ave Santa Ana, CA 92705	88890xxxx2	ali*@i**.com	4.2	30	3.8	6
Spectrum Wealth Management	9911 Irvine Center Dr, Irvine, CA 92618	94959xxxx1	ben@s**********.com
Todd Halbrook - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1
Coastline Wealth Advisory	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94935xxxx0	a.n***@l.com
Pence Wealth Management	990 W 190th St Ste 500, Torrance, CA 90502	31032xxxx5	dja@p******************.com
Morgan Stanley Wealth Management	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com					113321	3094	131000
BGA Insurance	2900 Bristol St Ste B-300 Costa Mesa, CA 92626	94995xxxx5	a@b***********.com	4.4	9	4	8	481	14	479
Nicholas Yrizarry Wealth Management Group	201 Forest Ave # 201, Laguna Beach, CA 92651	94971xxxx5	ali***@a***.com
Cory J Matsumoto - Financial Advisor, Ameriprise Financial Services, LLC	611 Anton Blvd Ste 200, Costa Mesa, CA 92626	71443xxxx5	dns***@a*.com
SLD Solutions	Irvine, CA 92618	88837xxxx1	dwo***@s*********.com
Wealth Protection	1200 Quail St, Newport Beach, CA 92660	94933xxxx2	tre@r************.net
Irvine Wealth Management	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com							101
Merrill Lynch Wealth Management	5640 E Santa Ana Canyon Rd, Anaheim, CA 92807	71492xxxx5	aas**********@m.com	2.6	31
Fabian Wealth Strategies	3070 Bristol St Ste 610 Costa Mesa, CA 92626	71424xxxx0	mar****@m***********.com			1	1	2805	28	2800
Merrill Lynch Wealth Management - CLOSED	610 Newport Center Dr Ste 1350, Newport Beach, CA 92660	94946xxxx0	aar********@s***.com
Wealth Management Group	3 Park Plz, Irvine, CA 92614	94975xxxx7	adm@b**************.com					565	8	662
Vincent Woo - RBC Wealth Management Branch Director	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx7	bri****@r.com
Duckworth Wealth Advisors, Inc.	1500 Quail St, Newport Beach, Ca 92660	94962xxxx0	abo@m***********.com
Louis & Veyette Wealth Management	4281 Katella Ave, Los Alamitos, CA 90720	56263xxxx3
Wealth Building Institute	15 Campanilla, San Clemente, CA 92673	94930xxxx4
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
Economics and Family - Home of the Financial X-Ray	17875 Von Karman Ave Irvine, CA 92614	80022xxxx9
Taylor Wealth Management	3655 Torrance Blvd, Torrance, CA 90503	31054xxxx0	dou@t**********.com
LoanSnap, Inc.	3070 Bristol St, Ste 200 Costa Mesa, CA 92626	80086xxxx0	ale****@g*******.com	4.4	298	3.9	272	1152		1100
Duarte Wealth Group	4695 MacArthur Ct Ste 1100, Newport Beach, CA 92660	86666xxxx3	con**@d**************.com
Ascent Wealth Advisors	4533 MacArthur Blvd #5005, Newport Beach, CA 92660	94953xxxx3	f24***********************************@w***************.com
Green Wealth	6952 Buckeye St, Chino, CA 91710	90939xxxx3
Pierson Wealth Management	245 Fischer Ave Ste A2 Costa Mesa, CA 92626	71421xxxx0
Morgan Stanley Wealth Management	15141 Whittier Blvd Ste 400, Whittier, CA 90603	56290xxxx0	aar*********@m*********************.com
Oc Wealth Advisors	3200 El Camino Real #220, Irvine, CA 92602	71438xxxx7	san*******@l.com
Vance Wealth	260 Newport Center Dr #312, Newport Beach, CA 92660	66177xxxx0	acc*****@v********.com
EP Wealth Advisors	18301 Von Karman Ave #1050, Irvine, CA 92612	94926xxxx0	ab@e*******.com	5	1			1162	28	1200
Bond Wealth Managment	550 Elm Ave, Long Beach, CA 90802	56228xxxx2
Investlinc Wealth Service Inc	300 S Harbor Blvd, Anaheim, CA 92805	71456xxxx0	ama*@i***************.com
T R Wealth Management Inc	1924 S Pacific Coast Hwy, Redondo Beach, CA 90277	31031xxxx4
Financial Strategies For Today & Tomorrow- Wealth Management Group	17822 17th St Ste 211, Tustin, CA 92780	71436xxxx4
A & K Strategic Wealth Inc	505 Topside Pl, Diamond Bar, CA 91765	90986xxxx2
Optimum First Mortgage	7755 Center Avenue 9 fl Huntington Beach, CA 92646	71441xxxx3	inf@o**********.com			4.8	577	125	11	130
CareCredit	555 Anton Blvd Ste 700 Costa Mesa, CA 92626	71449xxxx5	aba**@c*******.com			1.2	292	182317		192000
Boroff & Nyberg LLP	17875 Von Karman Ave Ste 150 Irvine, CA 92614	56231xxxx1	eva@b**********.com			4.8	32
Chatterton & Associates, The Wealth Management Team, Inc.	3061 E La Palma Ave, Anaheim, CA 92806	71457xxxx0	ani*@c**********.com
Orion Investments	2183 Fairview Rd, Costa Mesa, CA 92627	40480xxxx8	jim@e****************.net
Wealth Management Advisers	24012 Calle De La Plata, Laguna Hills, CA 92653	94960xxxx0	ago**@c*****.com
Wealth Team 360	3355 Cerritos Ave, Los Alamitos, CA 90720	94958xxxx0
Lily Schweitzer - Raymond James	485 E 17th St #300, Costa Mesa, CA 92627	94944xxxx3	aar**********@r*********.com	5	1
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Morgan Stanley Wealth Management	633 W 5th St, Long Beach, CA 90802	21389xxxx0
Healthy Home Loans	120 Newport Center Dr, Ste 100, Newport Beach, CA 92660	94947xxxx8	e@e****.com			5	3
PH Loans	18301 Von Karman Ste 350 Irvine, CA 92612	88888xxxx3	dea@p*****.com			4.1	68
American Wealth Insurance Service	4 Upper Newport Plz, Newport Beach, CA 92660	94947xxxx5
Wealth Management Advisers	14771 Plaza Dr, Tustin, CA 92780	71450xxxx1	ago**@c*****.com
Tk Wealth Management	24031 El Toro Rd Ste 320B, Laguna Hills, CA 92653	94921xxxx0
Pacific Wealth Management	16115 S Pacific Ave, Sunset Beach, CA 90742	71433xxxx4	kel@s****************.com
Wealth Strategies Group	3111 N Tustin St Ste 205, Orange, CA 92865	71446xxxx7
Prosperity Wealth Management Group Inc	1722 Desire Ave Ste 208, Rowland Heights, CA 91748	62634xxxx1
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	10
CREATE WEALTH	4568 Pennyroyal Dr, Corona, CA 92880	95180xxxx9	dom**@f*************.com
Mayea Wealth Management	10601 Walker St Ste 170, Cypress, CA 90630	42448xxxx2	tom@m**********.com
B & G Wealth Planning Attorneys	880 Apollo St Ste 334, El Segundo, CA 90245	31089xxxx0
Revel Private Wealth	30210 Rancho Viejo Rd Ste C, San Juan Capistrano, CA 92675	94966xxxx1	inf@r*****.com							3
Pure Wealth Management Inc	18000 Studebaker Rd, Cerritos, CA 90703	71433xxxx4	and@p****.com
Argosy Wealth Management Corp	21250 Hawthorne Blvd Ste 500, Torrance, CA 90503	42421xxxx9
Wealth Ocean Inc.	4340 Von Karman Ave, Newport Beach, CA 92660	94940xxxx2	boa@w**********.com
Pinnacle Wealth Management, Inc.	990 W 190th St Ste 500, Torrance, CA 90502	31076xxxx7
Amf Wealth Management	2302 Martin Ste 175 Irvine, CA 92612	94938xxxx0
Depaolo & May Strategic Wealth	100 Spectrum Center Dr, Irvine, CA 92618	94950xxxx9
Gurman Wealth Management	4380 Cerritos Ave, Los Alamitos, CA 90720	71422xxxx0
Westshore Wealth	4041 MacArthur Blvd STE 160, Newport Beach, CA 92660	94982xxxx5	ami**@w************.com
Speedy Credit Repair	Huntington Beach, CA 92648	88872xxxx4	chr@s***************.com	4.9	36	4.8	85			36
RBC Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56249xxxx8
Oakstone Wealth Management	1500 Quail St, Newport Beach, CA 92660	94938xxxx1	des***********@l.com
AmeriEstate Legal Plan	3525 Hyland Ave Ste 150 Costa Mesa, CA 92626	80023xxxx3	adv***@a********.com			4.5	59	383	202
Independent Capital Management	1401 Dove St Ste 430 Newport Beach, CA 92660	94945xxxx0	a.a@i***********.com							13000
Morgan Stanley Wealth Management	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
Beacon Wealth Team	2900 Bristol St Building B, Suite 300, Costa Mesa, CA 92626	94927xxxx3	hel@r********.com
Dennis Fitzgerald - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx8	den************@r.com
Morgan Stanley Wealth Management	609 Deep Valley Dr, Rolling Hills Estates, CA 90274	31054xxxx0	acm*********@m**********.com
Cs Tomasi Wealth Management	100 Oceangate, Long Beach, CA 90802	56290xxxx2	chr************@c*****.net
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com					14743		16000
Jeff Labarthe - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com
Capital Wealth Management	19600 Fairchild Ste 140, Irvine, CA 92612	80043xxxx0	dj@c*********.com					344		343
Yvan Cao	4675 MacArthur Ct, Newport Beach, CA 92660	94957xxxx2	prf*****@w****************.com	5	6			199	5	205
Freedom Planning & Wealth Advisors	18400 Von Karman Ave, Irvine, CA 92612	94962xxxx7	kim*****@l.com
Louis Wealth	4909 Lakewood Blvd, Lakewood, CA 90712	56263xxxx3	aar*******@s*****.com
South Coast Investment Advisors	4041 MacArthur Blvd # 240, Newport Beach, CA 92660	87792xxxx2	chr@s*************.com					79	3	79
Advanced Planning Wealth Management		94950xxxx0	adm@t*******.org
Westpark Loans	6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603	94954xxxx9	ant**@w**********.com	4.8	52	4.7	25	471	2
J.P. Morgan Private Bank	3 Park Plz Ste 730 Irvine, CA 92614	94985xxxx0	acc****************@j*****.com
Health is Wealth Chiropractic Care	167 N 3rd Ave, Upland, CA 91786	81882xxxx2		5	54
Meritage Wealth Management	4 Hutton Centre Dr Ste 750, Santa Ana, CA 92707	71421xxxx0	fir@m***********.com
Faison Wealth Strategy	26632 Towne Centre Dr Ste 300, Foothill Ranch, CA 92610	88838xxxx6	jus*@f*****************.com
Knightsbridge Wealth Management	450 Newport Center Dr Ste 630 Newport Beach, CA 92660	94964xxxx4	bmc*****@k*****.com			5	1
Kathy Flores Wealth Management	31877 Del Obispo St, San Juan Capistrano, CA 92675	94927xxxx8
Theresa Allen - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	rbc*******@r.com
Morgan Stanley Wealth Management	633 W 5th St Fl 34, Los Angeles, CA 90071	21389xxxx0
Benchmark Wealth Management	2300 E Katella Ave Ste 400, Anaheim, CA 92806	71463xxxx3	ben****@l.com							122
Helix Wealth Partners	4695 MacArthur Ct Ste 220 Newport Beach, CA 92660	94966xxxx7
CB Wealth Advisory	23832 Rockfield Blvd, Lake Forest, CA 92630	94985xxxx1
Golden State Wealth Management	19800 Macarthur Blvd Ste 855, Irvine, CA 92612	94942xxxx0	and*@g**********.com
Ewpg Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	joh@w**********.com
Edelman Financial Engines	600 Anton Blvd #1750, Costa Mesa, CA 92626	83375xxxx3	aar*****@e********************.com	1	1			18780	20	20000
Pacific Coast Wealth Management	120 Vantis Dr #300, Aliso Viejo, CA 92656	31087xxxx3	bla@p*************************.com	4.6	11
Orange County Tax Help	5011 Argosy Ave Ste 1 Huntington Beach, CA 92649	71463xxxx0	inf@t*****.com			4.8	298
Robert Schultz - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx5
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Bond Wealth Management	5001 Airport Plaza Dr, Long Beach, CA 90815	56228xxxx2	eri*@b**********.com
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
EP Wealth Advisors	21535 Hawthorne Blvd Ste 400, Torrance, CA 90503	31054xxxx9	ab@e*******.com	4.4	9
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Merrill Lynch Wealth Management	65 Pine Ave # 19, Long Beach, CA 90802	71440xxxx5	nla*@n**********.com
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
Elevated Wealth Advisory Group - Ameriprise Financial Services	3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806	56298xxxx7	bra***********@a*.com					161		164
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Integrity Wealth Management	3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660	94995xxxx8	inq****@i*********.com
Onitus Capital	3857 Birch St Ste 5059 Newport Beach, CA 92660	86091xxxx4	kso*@o**********.com			5	2	59		132
Morgan Stanley Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56290xxxx0	acm*********@m**********.com
Compak Asset Management	8105 Irvine Center Dr Irvine, CA 92618	94934xxxx0				5	1
Capital Planning Group	151 Kalmus Dr STE J3, Costa Mesa, CA 92626	71488xxxx5	bri*******@c********************.com	5	1
Capital Wealth & Tax	260 Newport Center Dr Ste 100 Newport Beach, CA 92660	94924xxxx0	max@c******************.com
Merrill Lynch Wealth Management	111 W Ocean Blvd Ste 1360, Long Beach, CA 90802	56249xxxx0
Infinite Wealth Financial & Insurance Services	2020 Main St 10th Floor, Irvine, CA 92614	94979xxxx4	ale@i*********************.com	5	1			1239	143
Gold Key Wealth Management	36 Cantata Dr, Mission Viejo, CA 92692	94921xxxx3
Morgan Stanley Wealth Management	18131 E Valley Blvd, La Puente, CA 91744	62693xxxx0
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Holmquist Wealth Management	660 Newport Center Dr Ste 470, Newport Beach, CA 92660	88825xxxx8	joh@h***********************.com
Stewardship Wealth Management Solutions	101 Main St #200, Huntington Beach, CA 92648	71445xxxx5	inf@s************.com
Nicholas Yrizarry Wealth Management	24031 El Toro Rd, Laguna Hills, CA 92653	94971xxxx5	jsm*@a****************.com
Stumpo Wealth Management Group - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx9	abc*****@u.com
Emerald Wealth Management	5000 Birch St Ste 3000 Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
New Wealth Advisors Club	3333 Michelson Dr, Irvine, CA 92612	95144xxxx2	a@n********************.com
Grewall Wealth	1820 E Garry Ave Ste 203 Santa Ana, CA 92705	83340xxxx2	inf@i***************.com
Inc2wealth Corporation	22982 La Cadena Dr, Laguna Hills, CA 92653	94926xxxx9
Morgan Stanley Wealth Management	2381 Rosecrans Ave, El Segundo, CA 90245	31072xxxx3	aar*********@m*********************.com
Imad Sibai Financial Coach	Santa Ana, CA 92704	90922xxxx4				5	1
Scalco Financial - Tax and Wealth Management	207 East Broadway, Unit 201, Long Beach, CA 90802	56243xxxx0	joh@s*************.com	5	10
Vartanyan Wealth Management	20201 SW Birch St Ste 250, Newport Beach, CA 92660	94961xxxx4	ada@v*************.com
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
NB Wealth Partners	201 E Center St, Anaheim, CA 92805	71471xxxx0
Grace Wealth Management Group, Inc.	18662 Macarthur Blvd Ste 330, Irvine, CA 92612	94963xxxx0	doe@f*********************.com					198	7	200
Kirby Wealth Management, Inc. - CLOSED	2601 Saturn St Ste 106, Brea, CA 92821		fir@k******************.com
Money With Gerardo	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	94922xxxx3
Wealth Resource Institute	30011 Ivy Glenn Dr, Laguna Niguel, CA 92677	94977xxxx0	luc**@l*******.com
Westshore Wealth	4041 Macarthur Blvd, Newport Beach, CA 92660	94982xxxx5	ami**@w************.com							32
Bank of America Financial Center	18691 Main St Huntington Beach, CA 92648	71496xxxx5	an.******@b*.com			1.7	47
BNY Mellon Wealth Management	1600 Newport Center Dr Ste 200, Newport Beach, CA 92660	94925xxxx0
Jeffrey R Matsen - Bohm Wildish & Matsen	600 Anton Blvd Ste 640 Costa Mesa, CA 92626	71438xxxx0				2.3	3
Annuity General	Serving theCosta Mesa Area	80033xxxx4
Joshua S Wyper - Wyper Wealth Management	17671 Irvine Blvd Ste 115 Tustin, CA 92780	71479xxxx1	jos*@w******************.com			5	1
Maddy Stewart - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com							54
Laguna Wealth Advisors	24551 Del Prado, Dana Point, CA 92629	94946xxxx6	inf@d************.org
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
Regal Wealth Group	12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740	56279xxxx9	ama**@r*************.com
TENNYSON WEALTH MANAGEMENT	600 Anton Blvd 11th Fl, Costa Mesa, CA 92626	71439xxxx6	rog@t*******.com
Ryan Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com					14743		16000
O C Wealth Strategies	2031 E Cerritos Ave, Anaheim, CA 92806	71465xxxx5
Wealth Management Advisors	100 N Barranca St Ste 895, West Covina, CA 91791	62659xxxx7
Morgan Stanley Wealth Management	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0
LA Wealth Management	Costa Mesa, CA 92626	42445xxxx5	car***@l***************.com			5	3
Health & Wealth Incorporated	655 Tourmaline St, San Diego, CA 92109	85833xxxx7	c18***************************@s***.wixpress			5	4
Ashlock Wealth Management Group - Stifel	520 Newport Center Dr Ste 1500 Newport Beach, CA 92660	94925xxxx4	ash***@s***.com							68
Wealth Advisement Group Inc	670 Silver Spur Rd Ste 228, Palos Verdes Peninsula, CA 90274	31099xxxx5
Odyssey Wealth Design	18400 Von Karman Ave Ste 550, Irvine, CA 92612	94947xxxx2	inq****@o****************.com
New Wealth Trading	3801 Broadway Pl, Los Angeles, CA 90037	32323xxxx0
Leslie Robertshaw - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx3
Wealth Management Strategies	2050 Main St #520, Irvine, CA 92614	94983xxxx2	acg******@w******.com
Royalty Exit Solutions	1 Park Plz Ste 190 Irvine, CA 92614	84483xxxx8	hel@r*****************.com
Winkworth Wealth	27 Malaga Cove Plz, Palos Verdes Estates, CA 90274	31079xxxx9
Michael Russo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com					230		233
2E Wealth Management	140 S Chaparral Ct Ste 130, Anaheim, CA 92808	71499xxxx0	inf@2******.com
Euro Pacific Capital	1201 Dove St Ste 200 Newport Beach, CA 92660	94947xxxx0	alb*@e****.com			2.6	33
CS TOMASI Wealth Management	949 S Coast Dr #250, Costa Mesa, CA 92626	56249xxxx8	bel@c*****.com
Sales Tax Resource Group	8840 Warner Ave Ste 303 Fountain Valley, CA 92708	71437xxxx0	bri@s*************.com			3.4	5
Eric Gallinger - Stratos Wealth Partners	2040 Main St Ste 175, Irvine, CA 92614	80093xxxx5
Brian Britt - Private Wealth Advisor, Ameriprise Financial Services	2601 Airport Dr Ste 110, Torrance, CA 90505	31089xxxx0	ale************@a*.com
Tortuga Wealth Management	2275 Torrance Blvd Ste 205, Torrance, CA 90501	31032xxxx0
Quantum Wealth	2215 E 1st St, Long Beach, CA 90803	56243xxxx2
SYM Solutions	2590 Red Hill Ave, Ste 5149, Santa Ana, CA 92705	90922xxxx7
Legacy Wealth Management	1 Pointe Dr Ste 355, Brea, CA 92821	71458xxxx0	inf@l*******.com
Law Offices of W. Bailey Smith	2601 Main St Ste 1200 Irvine, CA 92614	94983xxxx1	bsm*@y********.com			4.5	14
Clarity Wealth Management	2121 Rosecrans Ave, El Segundo, CA 90245	31066xxxx0						171844	146	193000
Wealth Teams Solutions	15520 Rockfield Blvd, Irvine, CA 92618	87728xxxx8		5	1
Tactical Wealth Solutions	33 Brookline, Aliso Viejo, CA 92656	94938xxxx3	dar*@t**********.com
Platinum Wealth Group	5000 Birch St Ste 3000, Newport Beach, CA 92660	71433xxxx5	inf@p*****************.com
McKinnon And Associates	18400 Von Karman Ave Ste 400 Irvine, CA 92612	90936xxxx6	dal**********@l.com
OC Trial Group	2901 West Coast Hwy Ste 200 Newport Beach, CA 92663	94927xxxx4	bbr*@o****.com			5	15
Neil Fujita - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx1								56
Sagemint Wealth	2600 Michelson Dr, Irvine, CA 92612	71493xxxx0	inf@s************.com					115	2	131
Stewardship Wealth Management Solutions	101 Main St Ste 220 Huntington Beach, CA 92648	71445xxxx5	inf@s************.com
Hudack Law	17411 Irvine Blvd Ste H Tustin, CA 92780	71466xxxx0	inf@h*******.com			5	3
Wave Wealth Management	25411 Cabot Rd, Laguna Hills, CA 92653	94949xxxx0	inf@w****.com
Lee Dover - Private Wealth Advisor, Ameriprise Financial Services	2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245	31022xxxx0	ani**********@a*.com					267		275
Elite Wealth Group	2753 Camino Capistrano Ste 201A, San Clemente, CA 92672	94935xxxx9	inf@e************.com
Integrity Wealth Building	520 E Avenida Pico, San Clemente, CA 92674	56270xxxx6	inf@i*********************.com
Taylor Wealth Management	600 Avenue D, Redondo Beach, CA 90277	31054xxxx0
Providence Wealth Management Group - Ameriprise Financial Services, LLC	2600 Michelson Dr #1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Merrill Lynch Wealth Management	4825 E Chapman Ave, Orange, CA 92869	71492xxxx0	aas**********@m.com	3.5	21
Amenity Wealth	4401 Atlantic Ave Ste 200, Long Beach, CA 90807	56282xxxx0	inf@a***********.com
Merrill Lynch Financial Advisor Andrew W Hill	520 Newport Center Dr Suite #1900, Newport Beach, CA 92660	94972xxxx7	aar********@s***.com
Morgan Stanley Wealth Management	3 Pointe Dr, Brea, CA 92821	71499xxxx0	aar*********@m*********************.com
Carol Wilshire - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx4	car*********@r.com
Herbalife, Health Is Wealth 24	1133 Venice Blvd Suite B, Los Angeles, CA 90015	32368xxxx3	a-c************@h******.com					41923		73000
Merrill Lynch Wealth Management	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94945xxxx2	ban*******************@m.com	3.3	4
Dan Rothenberg - RBC Wealth Management Financial Advisor	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx8	joh******@c.rbcwealthmanagement
La Wealth Management	3200 Park Center Dr Ste 1240, Costa Mesa, CA 92626	31098xxxx2
Financial Partners Credit Union	1665 Scenic Ave, Costa Mesa, CA 92626	80095xxxx8		4.6	17
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
Sullivan Wealth Management Group	895 Dove St #300, Newport Beach, CA 92660	85547xxxx2	bra********@s********.com
Board-Global Wealth Structure	9660 Flair Dr, El Monte, CA 91731	62667xxxx1
Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services	13200 Crossroads Pkwy N Ste 165, City Of Industry, CA 91746	56269xxxx4	abi*******@a*.com					86		88
Financial Strategies - Wealth Management Group	6 Hutton Centre Dr Penthouse Ste 1400 Santa Ana, CA 92707	71436xxxx4	bla****@f**.com
Scott Wealth Management Group	18022 Cowan Ste 225 Irvine, CA 92614	94955xxxx0
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
Polaris Wealth Advisory Group, LLC	3200 Park Center Dr Suite 1260, Costa Mesa, CA 92626	94963xxxx3	a.j**@p**********.com
LifePoint Wealth Management, Inc.	21250 Hawthorne Blvd Ste 360, Torrance, CA 90503	31057xxxx4	mel**@l************.com
Family Wealth Counseling Inc	21515 Hawthorne Blvd, Torrance, CA 90503	31053xxxx5	ann@f**********.org
Dorsey Wealth Management	21250 Hawthorne Blvd Ste 700, Torrance, CA 90503	31037xxxx6	amy***@d*********.com							73
American Wealth Insurance Service	19800 Macarthur Blvd Ste 1050, Irvine, CA 92612	94947xxxx5
Modern Wealth Law	2600 Michelson Dr Ste 950, Irvine, CA 92612	94937xxxx3	atr@m************.com	5	53			323	2	324
Wealth Management Solutions	2532 Dupont Dr Irvine, CA 92612	94947xxxx0
Sagent Wealth Magagement	1489 Glenneyre St, Laguna Beach, CA 92651	94975xxxx9	cha**********@s*****.com
TCFG Wealth Management The Certus Financial Group	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94936xxxx3
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx8	acc*************@u.com
Reef Wealth Management	880 Apollo St Ste 302, El Segundo, CA 90245	31052xxxx9	jsm*@r*******.com
Centurion Wealth Advisors	500 N State College Blvd Ste 1100, Orange, CA 92868	56243xxxx0
Wealth Doctor LLC	12419 Lewis St #101, Garden Grove, CA 92840	71491xxxx7
Tech Wise	17952 Sky Park Circle D1 Irvine, CA 92614	94942xxxx8	inf@t*********.com
Horizon Wealth Management	3387 N Studebaker Rd, Long Beach, CA 90808	22561xxxx0
Confluence Wealth Management Group-Ameriprise Financial Serv	160 Via Verde, San Dimas, CA 91773	90939xxxx9	cam********@a*.com					16	15	20
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Bank of the West	6881 Warner Ave Huntington Beach, CA 92647	71484xxxx1	aam********@b.com	3.3	13	2.2	19
Basdakis Wealth Management	18012 Sky Park Cir, Irvine, CA 92614	94950xxxx5
BFS Wealth Management	2040 Main St, Irvine, CA 92614	71428xxxx6	adm@b*.com					30		39
Profit & Wealth Tax Advisors	2030 Main St Ste 1300 Irvine, CA 92614	71444xxxx9	eri@p************************.com			5	13
First Foundation Bank	18101 Von Karman Ave Ste 150 Irvine, CA 92612	94920xxxx0	ada@f****************.com			2.7	17
Marcel Pahmer - Centaurus Financial	2900 Bristol St, Costa Mesa, CA 92626	71497xxxx3
Creative Wealth Strategies	610 Newport Center Dr Ste 290 Newport Beach, CA 92660	94964xxxx0
Kris De La Pena - Private Wealth Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com					73		77
Barry A Yoch	19800 MacArthur Blvd Ste 1000 Irvine, CA 92612	94972xxxx0	akn****@c*****.com
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Bond Wealth Management	6615 E Pacific Coast Hwy Ste 215, Long Beach, CA 90803	56228xxxx2	bor**@b**********.com
Brian Woo - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx9	bri****@r.com
Merrill Lynch Wealth Management	160 E Yorba Linda Blvd, Placentia, CA 92870	71498xxxx2	aas**********@m.com
Cupp Wealth Strategies	792 W Arrow Hwy Ste A, Upland, CA 91786	90994xxxx8
Citibank	17400 Brookhurst St Fountain Valley, CA 92708	65721xxxx4	abb********@c*.com	3	20	2.2	35	154297	1838	11
Cooke Wealth Management, LLC	18881 Von Karman Ave Suite 1420, Irvine, CA 92612	94972xxxx0	bar**@c****.com	5	2			112
Kinecta Federal Credit Union - Huntington Beach	7881 Edinger Ave Ste 120 Huntington Beach, CA 92647	31064xxxx0	aar***@k****.org			4.4	71	43475	1455	43000
Wealth Space	2100 W Orangewood Ave, Orange, CA 92868	94944xxxx0
TSG Wealth Management	6460 E Pacific Coast Hwy, Long Beach, CA 90803	56241xxxx0	a.s******@t**.com
Midtown Wealth Advisors Inc	18411 Crenshaw Blvd, Torrance, CA 90504	80067xxxx4	jd@m********.com
King Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	36152xxxx7	ste*@k*******.org
Tunney Wealth Management - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	acc*************@u.com
MWJ wealth stategies	7755 Center Ave Westminster, CA 92683	71489xxxx0	a.n***@l.com
Tony May of Wedbush Securities	500 Newport Center Dr #850, Newport Beach, CA 92660	94971xxxx9	a.c@w****.com
North Wealth Management	4667 MacArthur Blvd Ste 220 Newport Beach, CA 92660	94925xxxx5
Noble Wealth Management	6B Liberty Ste 130, Aliso Viejo, CA 92656	88827xxxx8	aj@n******.com					2
Latham Wealth Management	5150 E Pacific Coast Hwy, Long Beach, CA 90804	56234xxxx0
Pacific Wealth Partners	3333 West Coast Hwy Suite #530, Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Merrill Lynch Wealth Management	3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740	56249xxxx0	ale********@m.com
Ross Wealth Management	3711 Long Beach Blvd Ste 719, Long Beach, CA 90807	56220xxxx5	bab****@w***************.com					581719		46
Morgan Stanley Wealth Management	10 Pointe Dr, Brea, CA 92821	71499xxxx6	acm*********@m**********.com
Eric Glade - Private Wealth Advisor, Ameriprise Financial Services	556 N Diamond Bar Blvd Ste 106, Diamond Bar, CA 91765	90986xxxx0	ani**********@a*.com
MST Financial Wealth Management - Northwestern Mutual	18575 Jamboree Rd, Irvine, CA 92612	94986xxxx3	ash*****************@n.com
Strategic Wealth Management	15615 Alton Pkwy Ste 320, Irvine, CA 92618	94938xxxx3
Sentinel Wealth Advisory Group - Ameriprise Financial Services	556 N Diamond Bar Blvd Ste 106, Diamond Bar, CA 91765	90986xxxx0	ani**********@a*.com					263		272
Polaris Wealth Advisory Group, LLC	3200 Park Center Dr Ste 1260, Costa Mesa, CA		inf@r*******.com
Anchor Wealth Management	9891 Irvine Center Dr, Irvine, CA 92618	94982xxxx2	hos*****@1**.com
Granite Wealth Advisors	10 Gardenia St, Ladera Ranch, CA 92694	94939xxxx0
Ossola Wealth Management	20 Enterprise Ste 350-b, Aliso Viejo, CA 92656	94925xxxx2	bri********@o*****.com
Merrill Lynch Wealth Management	725 S Figueroa St, Los Angeles, CA 90017	21362xxxx9	aas**********@m.com
Nexgen Wealth Management	17890 Castleton St Ste 230, City of Industry, CA 91748	88854xxxx1	ebe@e******.com
Krystin Murray Wealth Management	430 N Paulina Ave, Redondo Beach, CA 90277	31099xxxx7
Morgan Stanley Wealth Management	660 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94971xxxx0
Weiss Global Wealth Management	1923 Molino Ave Unit 202, Signal Hill, CA 90755	81831xxxx4
Riviera Wealth Management	322 Vista Del Mar, Redondo Beach, CA 90277	31037xxxx0	jud@r*******.com
Baldwin Meza Wealth Management of Raymond James	660 Newport Center Dr Suite 450, Newport Beach, CA 92660	94973xxxx5	aar**********@r*********.com
Alan Goldstein - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx8								56
Michelle Tascoe Financial Coaching	Los Angeles, CA 90004	20928xxxx6		5	11	4.9	53
Northwestern Mutual Financial Network	18191 Von Karman Ave Irvine, CA 92612	94962xxxx0	aar********@n*.com			1.7	6	107316	16165	108000
Osaic Wealth	3070 Bristol St #500, Costa Mesa, CA 92626	94920xxxx4	bre@j********.com
Merrill Lynch Wealth Management	608 Silver Spur Rd, Rolling Hills Estates, CA 90274	31026xxxx1	ale********@m.com
The Jimmy Kim Real Estate Team	4040 Barranca Pkwy Ste 100 Irvine, CA 92604	71434xxxx0	and************@f******.com	5	15	5	15
Consigliere Wealth Management	19800 MacArthurBlvd Ste 300, Irvine, CA 92612	94922xxxx1	inf@e**********.com
Health Is Wealth USA	18631 Gale Ave, City Of Industry, CA 91748	62658xxxx6
OWL Wealth Management - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94986xxxx0	ado******@a*.com					295		296
Bright Wealth Advisors	400 Spectrum Center Dr, Irvine, CA 92618	94927xxxx4	hen@b*****************.com							163
Institutional Wealth Consultants	1851 E 1st St #900, Santa Ana, CA 92705	71461xxxx5	mar****@w*****.com
EG Wealth Management and Insurance Services	1500 Quail St #600, Newport Beach, CA 92660
Merrill Lynch Wealth Management	4500 Barranca Pkwy, Irvine, CA 92604	94978xxxx3	aas**********@m.com
RBC Wealth Management Branch - Los Angeles	555 S Flower St Ste 810, Los Angeles, CA 90071	21326xxxx3	rbc*******@r.com
Sanjay Mathur - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
Greg Prahser - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx2
Park Wealth Management Inc.	2355 Crenshaw Blvd, Torrance, CA 90501	31032xxxx0	gle****@p*****************.com
Meinert Wealth Management	17215 Studebaker Rd Ste 195, Cerritos, CA 90703	56247xxxx7
Stan DiLiberto, CPA, CFP	12501 Seal Beach Blvd Ste 200 Seal Beach, CA 90740	56249xxxx5	sta@c********.com	4.8	55	4.7	30
RS Crum Inc	4 Upper Newport Plaza Dr Suite 201, Newport Beach, CA 92660	94942xxxx6	ash*@r***.com	5	4
Precision Wealth	9890 Research Dr, Irvine, CA 92618	94920xxxx0	cco****@p************.com
555 Capital Advisors, LLC	555 Anton Blvd Suite 150, Costa Mesa, CA 92626	94932xxxx5	aar*@5***************.com
Mgo Private Wealth	111 Pacifica, Irvine, CA 92618	94920xxxx1	402***********************************@w***************.com
Concert Wealth Management	841 Apollo St Ste 320, El Segundo, CA 90245	42427xxxx0
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Pierson Wealth Management	245 Fischer Ave, Costa Mesa, CA 92626	71421xxxx0
Fabian Wealth Strategies Inc	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71466xxxx3	mar****@m***********.com						28	2900
Finally Tax Figured	Fountain Valley, CA 92708	56248xxxx4
Nick Socha - Northwestern Mutual	18575 Jamboree Rd Ste 400 Irvine, CA 92612	94962xxxx6	ade*******@n.com					46		49
StrateFi Wealth Management	18881 Von Karman Ave Suite 410, Irvine, CA 92612	94934xxxx1	dou@s************.com	5	20			352		345
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
Merrill Lynch Wealth Management	17700 Castleton St Ste 488, City Of Industry, CA 91748	62696xxxx1
Ross Wealth Management Group	5150 E Pacific Coast Hwy Ste 200, Long Beach, CA 90804	56220xxxx5	eri@e********.com
D'Arcy Wealth Management, Inc.	387 Magnolia Ave Ste 103-523, Corona, CA 92879	95130xxxx7
Wealth Networks Solutions	537 Richland St, Upland, CA 91786	90925xxxx4
Newport Wealth Advisors	4695 MacArthur Ct #1100, Newport Beach, CA 92660	87769xxxx7	bwe*@n******************.com	3.8	4
Clay Northam Wealth Management	3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56279xxxx7	bcl@c********.com
Amaral Wealth Management - UBS Financial Services Inc.	2121 Rosecrans Ave Ste 1300, El Segundo, CA 90245	42430xxxx9	abc*****@u.com
Mission Wealth	1 Park Plz Ste 600 Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Fellows Wealth Management	100 Spectrum Center Dr #900, Irvine, CA 92618	94937xxxx6	geo@f********************.com	4	1
Legacy Wealth Management	1432 Edinger Ave, Tustin, CA 92780	71436xxxx3
Farris & Company Accountancy Corp	4101 Birch St Ste 210C Newport Beach, CA 92660	94925xxxx6	far*******@c***********.com	5	3
Trilogy Financial Services	17011 Beach Blvd Huntington Beach, CA 92647	71484xxxx7	a@t********.com			4.5	8
Morgan Stanley Wealth Management	17801 Colima Rd, City Of Industry, CA 91748	62691xxxx3	aar*********@m*********************.com
Nextgen Business and Wealth Preservation	1 Park Plz, Irvine, CA 92614	94922xxxx9
Guardians Wealth Management		94920xxxx5
Beacon Wealth Team	2900 Bristol St, Costa Mesa, CA 92626	94927xxxx3	hel@r********.com
Modern Wealth Law	3200 Park Center Dr Ste 260, Costa Mesa, CA 92626	94937xxxx3	atr@m************.com					315	2	315
E Mortgage Capital	18071 Fitch Irvine, CA 92614	85556xxxx0	aab**@e*************.com			4.7	342	26190	177	26000
Pacific Coast Wealth Management	120 Vantis Dr, Aliso Viejo, CA 92656	94963xxxx2	bla@p*************************.com	4.6	11
Newport Capital Advisors	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	88865xxxx7	cfa***@n*******************.com							95
Chapman Wealth Strategies	17752 Sky Park Circle Ste 255 Irvine, CA 92614	94989xxxx5
Steadfast Wealth Management	2 Venture, Irvine, CA 92618	94935xxxx8
Reserve Investments	4100 Newport Pl Suite 530, Newport Beach, CA 92660	94977xxxx1	mar@r****************.com
Rebecka Forrester \| TNG Real Estate	2830 Brea Blvd Fullerton, CA 92835	71441xxxx7	reb*************@m.com			4.9	14
Wealth Investment Group			con**@w*******.com
Chi Luu - First Financial Security	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	71468xxxx2	chi@f**********.com	5	2	5	18
Newman Law Group	242 W Main St Ste 101 Tustin, CA 92780	65723xxxx5				4.8	30
Sentinel Wealth Advisory Group - Ameriprise Financial Services	2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245	31022xxxx0	ani**********@a*.com					266		274
Nch Wealth Advisors Inc	1661 E Chapman Ave Ste 2A, Fullerton, CA 92831	71487xxxx2	ama*@n******.com
Crystal Cove Wealth Management - Royce R. Running	9841 Irvine Center Dr Suite B230, Irvine, CA 92618	94959xxxx6
JRL Capital/Capstone Wealth	9861 Irvine Center Dr, Irvine, CA 92618	94982xxxx0	bac*****@j***.com
Newport Beach Wealth Management	120 Newport Center Dr Newport Beach, CA 92660	94943xxxx4
Ahmed Shaikh, Attorney at Law	14471 Chambers Rd Ste 103 Tustin, CA 92780	86640xxxx4				5	10
Maggie Yang, CPA, CFP, MBA	4299 MacArthur Blvd Newport Beach, CA 92660	62623xxxx6	exa**@m***.com			5	2
Great Park Insurance	10 Corporate Park Ste 130 Irvine, CA 92606	94938xxxx2	dan*@g***************.com	5	505	4.9	763	644	2206
Tempus Wealth Planning	100 Spectrum Center Dr, Irvine, CA 92618	94939xxxx5	cca**@t*****.com
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com							294
Signature America Wealth Management	22956 El Toro Rd, Lake Forest, CA 92630	94921xxxx0	fir@s*************.com
Impact Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94968xxxx5	abc*****@w***************.com
Hilpan Moxie Wealth Management	13 Woodland Dr, Irvine, CA 92604	94955xxxx2	don******@h********.com
Dunamis Consulting	Newport Beach, CA 92660	94934xxxx4	tre*@d****************.com			5	1
Morgan Stanley Wealth Management	21250 Hawthorne Blvd Ste 650, Torrance, CA 90503	31054xxxx1	gle****@p*****************.com					44		39
Sage Mint Wealth	2600 Michelson Dr Ste 950 Irvine, CA 92612	71493xxxx0	inf@s************.com			5	1
Laura Zaragoza Guerrero - Private Wealth Advisor, Ameriprise Financial Services	7355 Greenleaf Ave Ste 204, Whittier, CA 90602	56255xxxx3	ana*********@a*.com
Align Wealth Advisors	24031 El Toro Rd, Laguna Hills, CA 92653	94971xxxx5	inf@a*****************.com					54	7	59
Wealth Strategies Group	17011 Beach Blvd #150, Huntington Beach, CA 92647	71438xxxx4		1	1
Platinum Wealth Group	5000 Birch St, Newport Beach, CA 92660	71433xxxx5	877***********************************@w***************.com
Vance Long \| United American Mortgage	3198-F Airport Loop Dr Costa Mesa, CA 92626	71442xxxx7	chr@l*****.com			4.9	38
EP Wealth Advisors	25500 Hawthorne Blvd Ste 1030, Torrance, CA 90505	31079xxxx6	arm**@h************.net
BDO	600 Anton Blvd #500, Costa Mesa, CA 92626	71495xxxx0	a@b**.com	5	1			7864		8200
Morgan Stanley Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acm*********@m**********.com
Peoples Financial Solution	3857 Birch St Ste 203 Newport Beach, CA 92660	80049xxxx9				2.3	3
Gibson Realty	6056 Lincoln Ave, Ste B, Cypress, CA 90630	71482xxxx0	tam********@y**.com	5	2
Kingdom Wealth Stewards	294 Ambroise Newport Coast, CA 92657	94928xxxx0	jri******@k******************.com
Walker Wealth Strategies	623 N Harbor Blvd, Fullerton, CA 92832	71444xxxx0			86
Becker Wealth Management LLC	19800 Macarthur Blvd, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Chicago Wealth Management Inc	12644 Westminster Ave, Santa Ana, CA 92706	71465xxxx4
Pillar Wealth Strategies	18400 Von Karman Ave, Irvine, CA 92612	94962xxxx9	gom@p*******************.com
Cerity Partners	18881 Von Karman Ave Irvine, CA 92612	21220xxxx0	aad*@c***********.com
Halbrook MacDonald Wealth Management Team	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
BML Wealth Management	2 Park Plz, Irvine, CA 92614	94968xxxx5	adv***@b******.net					196	9	222
Global Wealth Insurance Service	1559 E Amar Rd, West Covina, CA 91792	85595xxxx0	inf@g***************************.com
Mortgage Vintage	260 Newport Ctr Dr Ste 404 Newport Beach, CA 92660	94963xxxx5	daw@m*************.com			4.6	17	83		82
Maeder Wealth Group	23440 Hawthorne Blvd Ste 120, Torrance, CA 90505	42424xxxx0	con**@p***********.org
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94978xxxx8		5	9
Insight Wealth Strategies	18400 Von Karman Ave Ste 450, Irvine, Ca 92612	80087xxxx5	agr*@i***********.com					116	4	132
Mission Wealth Management Group	105 E Avenida Magdalena, San Clemente, CA 92672	86696xxxx9
Walden Wealth Management, LLC	2082 Michelson Dr, Irvine, CA 92612	94982xxxx7	coo*@w************.com
Wealth Management Solutions. LLC	East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com
Kodella	160 Newport Center Dr Ste 250 Newport Beach, CA 92660	84456xxxx2	aib**@k****.com			3	2
Denis Doulgeropoulos - Mass Mutual	2020 Main St Ste 1200 Irvine, CA 92614	76065xxxx0	DDo**********@f***********.com			5	1	136		141
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services	3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806	56298xxxx7	bra***********@a*.com					161		165
Accurate Affordable Insurance	11571 Carnation Cir Fountain Valley, CA 92708	71494xxxx3	sal@a**************.com
Cooke & Wealth Management	1811 E Garry Ave, Santa Ana, CA 92705	94972xxxx0	cwm@c******.com
Greenfield & Associates	16742 Gothard St Ste 211 Huntington Beach, CA 92647	62638xxxx7	bao******@g**********.us	5	4	4	4			6400
RGT Wealth Advisors	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	ahi@r********.com
Flatrock Wealth Partners	4041 Macarthur Blvd Ste 400, Newport Beach, CA 92660	94968xxxx5	car**@f***********.com
Tax & Wealth Management	4501 Cerritos Ave Ste 202, Cypress, CA 90630	71494xxxx4	je@t****************.com	5	2			40		66
CBM Wealth Management - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx6	abc*****@u.com
Payday Money Centers- Costa Mesa	2200 Harbor Blvd A120, Costa Mesa, CA 92627	94964xxxx4	jsm*@p***************.com	4.2	30
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.7	200			27000
Integrated Wealth Management	620 Newport Center Dr Ste 650 Newport Beach, CA 92660	94999xxxx5
Paul A. Fea - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx7	wms********@r.com					14640		16000
Fortner Wealth Management - UBS Financial Services Inc.	2121 Rosecrans Ave Ste 1300, El Segundo, CA 90245	42430xxxx5	abc*****@u.com
Stephen Shin - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	joh******@c.rbcwealthmanagement
Pathway Wealth Management	11801 Pierce St Ste 200, Riverside, CA 92505	95152xxxx9	jac@p**************.com
Mellow & Axel Wealth Management Group - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx0	abc*****@u.com
Pacifica Wealth Advisors	26041 Acero, Mission Viejo, CA 92691	94930xxxx0	rob*@p***********.com	5	3			505		512
C3 Private Wealth Advisors - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	c3p******************@a*.com
Check Capital Management	575 Anton Blvd # 500, Costa Mesa, CA 92626	80071xxxx7	aeb***@c*********.com	4.6	19
Wealth Coast - Wealth Management and Insurance Solutions	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	chr***********@n.com							138
Martin Klein - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com							157
Coast Wealth Management	302 N El Camino Real #216, San Clemente, CA 92672	94936xxxx5	abe**@c******************.com
Wealth Management Solutions	Serving theCosta Mesa Area	94947xxxx0
Empirical Wealth Management	2020 Main St Ste 340 Irvine, CA 92614	94954xxxx0	aba**@e******.net							2500
Newport Beach Wealth Management	160 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4	aar**********@r*********.com
Manhattan Beach, CA Private Wealth Management - UBS Financial Services Inc.	2121 Rosecrans Ave Ste 1300, El Segundo, CA 90245	42430xxxx4	abc*****@u.com
Frankie Kleinertz-Morgan Stanley Private Wealth Advisor	444 S Flower St, Los Angeles, CA 90071	21348xxxx1	acc********@m**********.com
Wealth Tutor	201 Sandpointe Ave #228, Santa Ana, CA 92707	94922xxxx0
Wealth Management Group	12501 Seal Beach Blvd, Seal Beach, CA 90740	56249xxxx1
Wealth Creation Insurance Services	10161 Bolsa Ave Ste 204B Westminster, CA 92683	71471xxxx1	emi@w********************.com							369
Scalco Financial - Tax and Wealth Management	3561 Howard Ave Ste 100, Los Alamitos, CA 90720	56243xxxx0	mar@s************.com
Rs Crum	4 Upper Newport Plz Ste 201 Newport Beach, CA 92660	94942xxxx6	car@r***.com	5	4
Burns Tax & Wealth Management	1920 S Archibald Ave Ste F, Ontario, CA 91761	95173xxxx9	adm@b************.com	5	4
Pacific Wealth Solutions	16430 Bake Pkwy, Irvine, CA 92618	94965xxxx8	dj@p**.ai
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com							54
Wealth Management	18575 Jamboree Rd Ste 200, Irvine, CA 92612	94986xxxx3	ash*****************@n.com
Alpha Wealth Partners	4343 Von Karman Ave Ste 250i, Newport Beach, CA 92660	94942xxxx0	dee@a**************.com	5	1
UFF West Corp.	949 S Coast Dr 2nd floor suite 240, Costa Mesa, CA 92626	85595xxxx3	aga*@u****.com	5	6
Adam MacDonald - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx5
Jason Lee	555 Anton Blvd Ste 150 Costa Mesa, CA 92626	80036xxxx1	jlc**************@w********.com
Newport Coast Wealth Management	Newport Coast, CA 92657	94928xxxx0
Crown Wealth Management	2900 Bristol St Suite B-106, Costa Mesa, CA 92626	71496xxxx0	aka@c****.com
Marrick Wealth	2211 Michelson Dr, Irvine, CA 92612	94925xxxx0	adv***@m**********.com
Wealth Wise Financial Service	9070 Irvine Center Dr Ste 230, Irvine, CA 92618	94974xxxx7	car**@w****************.com
BNY Mellon Investment Management and Investment Services	1600 Newport Ctr Dr Ste 200 Newport Beach, CA 92660	87742xxxx7	abc*****@b******.com			1	1
Global Wealth Partners Inc	333 S Anita Dr, Orange, CA 92868	71446xxxx7	ama**@g********************.com							35
MILE Wealth Management	100 Spectrum Center Dr suite 900, Irvine, CA 92618	94944xxxx0	inf@m********.com
The Soto Law Group	4041 MacArthur Blvd Ste 200 Newport Beach, CA 92660	94994xxxx9	inf@t*************.com			3.8	10
Merrill Lynch Wealth Management - CLOSED	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx5	aan*******@m.com
Brandon Hovind - Patriot Equity Mortgage	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94943xxxx4	bho**@p******************.com			5	6
C S Tomasi Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56249xxxx8	chr*****@c*****.com
Pinnacle Wealth Financial Advisors	900 W 190th St, Torrance, CA 90502	31076xxxx7
Whittier Trust Company	3200 Park Center Dr Costa Mesa, CA 92626	94921xxxx0	aau@w**********.com					164	13	195
Burnham Gibson Wealth Advisors	2050 Main St Ste 510 Irvine, CA 92614	94983xxxx0	at@b************.com
Meinert Wealth Management	19127 Bloomfield Ave, Cerritos, CA 90703	56280xxxx0
Frank Jimenez, Financial Advisor - Arbor Wealth Strategies & Insurance Solutions, Inc.	11027 Downey Ave, Downey, CA 90241	56277xxxx0	fra@a******************.com
Wealth Management Advisers	23441 S Pointe Dr, Laguna Hills, CA 92653	94960xxxx0	ago**@c*****.com
Citadel Law Corporation	2372 Morse Ave Irvine, CA 92614	80066xxxx2	a.f****@c*******.com	4.1	9	2.9	10	445	14	441
Vedran Kaluderovic - Private Wealth Advisor, Ameriprise Financial Services	2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245	31022xxxx6	ani**********@a*.com
Wealth Management Group	1651 E 4th St, Santa Ana, CA 92701	71497xxxx0
Wealth Management Services Inc	15771 Grey Oaks St, Westminster, CA 92683	71479xxxx9	inf@w***.com
DiCambio Wealth Management of Raymond James	660 Newport Center Dr # 570, Newport Beach, CA 92660	94973xxxx7	aar**********@r*********.com					17451		18000
National Wealth Center	5135 barlin ave, Lakewood, CA 90712	56250xxxx5
Empirical Wealth Management	450 Newport Center Dr Ste 400, Newport Beach, CA 92660	94985xxxx3	aba**@e******.net							2500
Padilla, Singh & Associates Wealth Management, Inc.	388 E Valley Blvd Ste 213, Alhambra, CA 91801	88856xxxx5
Coastal Wealth Management	2660 E Coast Hwy, Corona Del Mar, CA 92625	94933xxxx0	jes@c************.com
U.S. Bank – Wealth Management Banker: Nicholas Lyman	1501 Westcliff Dr, Newport Beach, CA 92660	94951xxxx2	aar**********@u***.com
Steven Keesal - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx2	ste********@r.com
Newport Wealth Advisors Inc	4611 Chino Hills Pkwy, Chino Hills, CA 91709	94979xxxx9	bwe*@n******************.com
Bond Wealth Managment	13155 Alondra Blvd, Santa Fe Springs, CA 90670	56240xxxx4
Hilpan Moxie Wealth Management	Irvine, CA	94955xxxx2	don******@h********.com
Kathy Flores Wealth Management	5 Park Plz, Irvine, CA 92614	94930xxxx2
Amrit Mathur - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
Theresa Kost - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com					80	8	83
Trojan Wealth Management	3720 S Flower St 4th Fl, Los Angeles, CA 90007	21382xxxx5	jsu@u************.org
Wealth Wave	585 N Poplar St, Orange, CA 92868
Innovent Law	2372 Morse Ave Ste 147 Irvine, CA 92614	94942xxxx2	adm@k****.com			4.8	41	419	12
Online Trading Academy	17780 Fitch Ste 200 Irvine, CA 92614	88843xxxx2	abi@t************.com			3.9	137	109528	203	117000
Castillo Wealth	12501 Seal Beach Blvd, Seal Beach, CA 90740	56249xxxx3	tom*******@l.com
Chapman Wealth Strategies	17752 Sky Park Cir, Irvine, CA 92614	94938xxxx2
Andrew M Schroeder - Ameriprise Financial Advisor	2 Park Plz Ste 1100 Irvine, CA 92614	56230xxxx5	dns***@a*.com			1	1
Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services	160 Via Verde Ste 200, San Dimas, CA 91773	90939xxxx9	cam********@a*.com
WEALTHRHINO	2070 Business Center Dr STE 250, Irvine, CA 92612	94948xxxx4	inf@w*********.com
Larry Prutch - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx0	joh******@c.rbcwealthmanagement		9					56
Merrill Lynch Wealth Management	350 S Grand Ave, 27th floor, Los Angeles, CA 90071	21362xxxx0	ale********@m.com
Capital Reserve Group - Ameriprise Financial Services, LLC	611 Anton Blvd Ste 200, Costa Mesa, CA 92626	71443xxxx6	dns***@a*.com
NewCoast Wealth Advisors - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx5	abc*****@u.com
Coastline Wealth Advisory	19800 MacArthur Blvd Ste 300 fice 329, Irvine, CA 92612	94935xxxx0	a.n***@l.com
Jon Resin - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx6
Mental Wealth, Counseling & Consulting	100 Los Olives, Irvine, CA 92602	94942xxxx9
Falcon Wealth Planning	2030 Main St 13th floor, Irvine, CA 92614	85596xxxx6	inf@f******.com	4.9	39
RBC Wealth Management Branch - Manhattan Beach	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx0	wms********@r.com					14312		16000
Management Wealth	10 Pointe Dr Ste 400, Brea, CA 92821	71467xxxx0	bxx*********@c******.com
Merrill Lynch Wealth Management	350 S Grand Ave, Los Angeles, CA 90071	21378xxxx2	ale********@m.com
Pence Wealth Management - Financial Advisors	5000 Birch St #8000, Newport Beach, CA 92660	94966xxxx7	aay**********@l.com	5	1			1229	37	1297
The KFK Group	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94926xxxx3	ern*@t********.com
Collins Law Office	4 Park Plaza Ste 1050 Irvine, CA 92614	85545xxxx9	ass****@c********.com			4.9	41
Quan Financial	1011 Brioso Dr #109, Costa Mesa, CA 92627	90380xxxx1	bra**@q**********.com	5	1			54	15
Bressette Co	949 S Coast Dr # 175, Costa Mesa, CA 92626	71443xxxx5		5	1
Brio Wealth	949 S Coast Dr, Costa Mesa, CA 92626	94994xxxx0	amb@b*******.com
Phillip Ngo - State Farm Insurance Agent	18382 Brookhurst St Fountain Valley, CA 92708	71496xxxx8	phi**@p************.com			4.8	137
Roth Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx3	abc*****@u.com
Marric Wealth Management	4675 McArthur Ct Ste 725 Newport Beach, CA 92660	94937xxxx6
Morgan Stanley Wealth Management	244 W Canada, San Clemente, CA 92672	94949xxxx3
Kinecta Federal Credit Union - Tustin	2324 Park Ave Tustin, CA 92782	71425xxxx4	aar***@k****.org	3.9	27	3.9	70	43472	1455	43000
Wealth Solutions Group	101 S Barranca Ave, Covina, CA 91723	80093xxxx2	chr**@t*******.com
Modern Wealth Advisors	3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626	94946xxxx9
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA®	1525 Mesa Verde Dr E Suite 116, Costa Mesa, CA 92626	71443xxxx4	a.j*******@e********.com
Wealth Management Advisers	23441 S Pointe Dr #290, Laguna Hills, CA 92653	94960xxxx0
Psa Wealth Management	388 E Valley Blvd, Alhambra, CA 91801	62687xxxx0
Zambriski-Polson Wealth Advisors	2355 Crenshaw Blvd Ste 165, Torrance, CA 90501	31095xxxx4
Confidence Wealth Management	21250 Hawthorne Blvd Ste 500, Torrance, CA 90503	31082xxxx0	ask@i***.com
James Valle & Company, CPA’s	4667 MacArthur Blvd Ste 400 Newport Beach, CA 92660	94941xxxx0	iju**********@v*****.com			4.1	9		2	162
NWM GROUP- Newport Wealth Management Group	23 Corporate Plz Newport Beach, CA 92660	94990xxxx9				5	2
Van Dyke Inc Investment & Wealth Management	18377 Beach Blvd Ste 325 Huntington Beach, CA 92648	71437xxxx0
Coast Wealth Management	302 N El Camino Real, San Clemente, CA 92672	94936xxxx5	mva******@c******************.com
Creative Planning	1 Park Plaza #700, Irvine, CA 92614	86627xxxx8	a.j****@c*************.com					6352	125	7200
Wealth Advisory Lab	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94944xxxx8	ins***@w**************.com
Wealth Ocean Inc.	4340 Von Karman Ave STE 260, Newport Beach, CA 92660	94940xxxx2	boa@w**********.com	1	1
Morgan Stanley Wealth Management	555 Pointe Dr, Brea, CA 92821	71499xxxx0
Advantage Tax & Wealth	800 S Harbor Blvd, Anaheim, CA 92805	71449xxxx0
JMB Wealth Management	25500 Hawthorne Blvd Ste 1200, Torrance, CA 90505	31079xxxx5	j.b**@l.com
FDP Wealth Management	8841 Research Dr, Irvine, CA 92618	94985xxxx7	ben@f****.com
Wealth Management Solutions	4000 MacArthur Blvd Ste 600 East Tower Newport Beach, CA 92660	94947xxxx0	a@w******.com
Wealth Pros	1200 Quail St # 230, Newport Beach, CA 92660	94933xxxx0	tre@r************.net	5	1
21 West Wealth Management LLC	2522 Chambers Rd #100, Tustin, CA 92780	94977xxxx1	inf@2******.com
Mission Wealth	1 Park Plz, Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Thuan Bui	Santa Ana, CA 92704	71442xxxx2				5	1
Confluence Wealth Management Group - Ameriprise Financial Services	12842 Valley View St Ste 104, Garden Grove, CA 92845	71424xxxx0	cam********@a*.com					16	15	20
Institutional Wealth Conslnt	1851 E 1st St, Santa Ana, CA 92705	71451xxxx8
South Coast Wealth Management	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx7
Management Wealth	609 Deep Valley Dr Ste 400, Rolling Hills Estates, CA 90274	31054xxxx0
Merrill Lynch Wealth Management	500 Elm Ave, Long Beach, CA 90802	56249xxxx0
Pacifica Wealth Advisors	9870 Research Dr, Irvine, CA 92618	94930xxxx0	joh@p************.com							512
Wealth Management Strategies	17 Spectrum Pointe Dr, Lake Forest, CA 92630	94983xxxx3
CENTURY 21 MASTERS- MIGUEL RICO JR. REALTOR	2355 Main St Ste 110 IRVINE, CA 92614	71472xxxx4	dmc@m**********.com			5	2
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services - Closed	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
Liberty Capital Management	1811 E Garry Ave Santa Ana, CA 92705	94972xxxx8	agr**@l**************.com			5	1
Nazih Yehya Wealth Advisor-Eagle Strategies	2400 E Katella Ave, Anaheim, CA 92806	71425xxxx5	abc*****@n********.com
Athos Capital Advisors	Newport Beach, CA 92660	31097xxxx5	cli********@a*****************.com							13
Prosperity Wealth Management Group	18605 Gale Ave Ste 222, City Of Industry, CA 91748	62678xxxx0
Wealth Management Services	15771 Grey Oaks St Westminster, CA 92683	71479xxxx9	inf@w***.com
WINDFALL FINANCIAL ADVISORS, "Sudden" Wealth Specialist, Fee-Only, RIA, Fiduciary, Wealth Management	620 Newport Center Dr # 1100, Newport Beach, CA 92660	31040xxxx4	inf@w**************.com	5	7
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Integrity Wealth Management	3991 MacArthur Blvd, Newport Beach, CA 92660	94995xxxx8	eve*@i*********.com	5	2			139		146
Mental Wealth, Counseling & Consulting	15642 Sand Canyon Ave, Irvine, CA 92619	94993xxxx9
Zaragoza Elite Wealth Management - Ameriprise Financial Services	7355 Greenleaf Ave Ste 204, Whittier, CA 90602	56255xxxx3	ana*********@a*.com
Wealth Strategies Group	950 S Coast Dr Ste 115, Costa Mesa, CA 92626	71438xxxx0	inf@w*******************.com							18
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
Dwight Wealth Management	3780 Kilroy Airport Way, Long Beach, CA 90806	56225xxxx5
Green Wealth Investment Group Inc	775 Montecito Dr, Los Angeles, CA 90031	32334xxxx3
Buttrey Financial - Wealth Management and Insurance Services - Northwestern Mutual	1500 Quail St #600, Newport Beach, CA 92660	94986xxxx0	soc*@n***************.com	5	1			107316	16167	108000
Daniel Henry - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8
PS & A Wealth Management Inc	2 E Valley Blvd, Alhambra, CA 91801	51269xxxx0
Shields Cattau Financial Group	959 S Coast Dr, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com
The Garcia Wealth Management Group - UBS Financial Services Inc.	515 S Flower St Ste 5000, Los Angeles, CA 90071	21397xxxx1	abc*@u.com
Retirement Distribution & Wealth Management Strategies Inc.	509 S Brea Blvd Unit 13, Brea, CA 92821	71487xxxx0	jpe***@p*************.com
Golden State Wealth Management	201 Sandpointe Ave, Santa Ana, CA 92707	94942xxxx0	and*@g**********.com
Fabian Wealth Strategies	260 Baker St Ste 200, Costa Mesa, CA 92626	71424xxxx0
Stevens & Ault Financial Services	940 S Coast Dr, Costa Mesa, CA 92626	71490xxxx8	che*@s*******************.com
Merrill Lynch Wealth Management	3 Cameo Crst, Laguna Niguel, CA 92677	94985xxxx4
Conscience Wealth Services	21515 Hawthorne Blvd Ste 200, Torrance, CA 90503	31081xxxx9
PRV Wealth Management	714 W Olympic Blvd Ste 450, Los Angeles, CA 90015	21374xxxx6	jsm*@p****************.com
Cindy Havenhill Wealth & Risk Managment	14241 Firestone Blvd Ste 400, La Mirada, CA 90638	71480xxxx3	cin@c***********.com
Cengiz Volkan - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx9								56
Vande Bossche Financial Planning and Wealth Management	180 N Riverview Dr Ste 160, Anaheim, CA 92808	94986xxxx5
Brian Richmond - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx7
Centricity Financial	5000 Birch St Ste 3000 Newport Beach, CA 92660	94944xxxx5	inf@c*****************.com
MKT Wealth Management	9870 Research Dr, Irvine, CA 92618	94920xxxx1	inf@m***.com					1127	3	1100
Wealth Financial Group West	650 Town Center Dr #920, Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com					110		119
Wealth & Business Management Lab	16815 Von Karman Ave, Irvine, CA 92606	94924xxxx1
Windfall Advisors	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	31040xxxx4	inf@w**************.com
Citi Personal Wealth Management	3580 Tyler St, Riverside, CA 92503	95168xxxx0	aar********@c******.com	3.1	24			214701
Morgan Stanley Wealth Management	21515 Hawthorne Blvd Ste 700, Torrance, CA 90503	31054xxxx0
Avalon Wealth Partners	30950 Rancho Viejo Rd Ste 120, San Juan Capistrano, CA 92675	94978xxxx0
Provence Wealth Management Inc	18101 Von Karman Ave, Irvine, CA 92612	94922xxxx0
Essayli & Brown	2211 Michelson Dr Ste 900 Irvine, CA 92612	94950xxxx0	abr*@e*********.com	4.9	30	5	4			348
Prescott Tax & Wealth Management	30950 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94924xxxx5	con**@p********.com
Modern Money	2900 S Harbor Blvd Santa Ana, CA 92704	56227xxxx3	jor****@f*********.com			5	3
Ways2Wealthy	2775 Mesa Verde Dr E, Costa Mesa, CA 92626	95172xxxx4	sky**********@g**.com
Wealth Management Services Inc	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	ado******@a*.com					296		303
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
Frehner Wealth Management-LPL Financial	300 Spectrum Center Dr, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Kinsman Wealth	17 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660	94939xxxx6	inf@k***********.com
LA Wealth Management	3200 Park Center Dr fl 14, Costa Mesa, CA 92626	31098xxxx2	car***@l***************.com	5	4
SCE FCU Wealth Management	12701 Schabarum Ave, Irwindale, CA 91706	80086xxxx4
Wealth Management Strategies	2050 Main St, Irvine, CA 92614	94983xxxx0	dav@w******.com
Merrill Lynch Wealth Management	145 S State College Blvd Ste 300/350, Brea, CA 92821	71425xxxx0	ban*******************@m.com	4.5	2
Rufus Ruiz Enterprises	1998 S Sundance Cir, Corona, CA 92879	95146xxxx1
Jerris Wealth Management Group, Inc.	5 Corporate Park, Irvine, CA 92606	94986xxxx7
Cs Tomasi Wealth Management	6 Liberty, Aliso Viejo, CA 92656	94932xxxx8
Preston Law Group	5000 Birch St Tower Ste 3000 Newport Beach, CA 92660	95126xxxx5	con**@p************.com			5	2	7		9
Rj Wealth Advisors Inc	5 Corporate Park, Irvine, CA 92606	94986xxxx7
Health Is Wealth MH Solutions	1411 Rimpau Ave, Corona, CA 92879	95194xxxx1
Mark 1 Mortgage & Wealth Academy	1342 E Chapman Ave, Orange, CA 92866	86684xxxx5	ala*****@m.com	3.7	3
Nikesh Parikh, Financial Advisor - Dynamic Wealth & Insurance Solutions, Inc.	2020 Main St 10th Fl, Irvine, CA 92614	56240xxxx0	npa***@f.newyorklife
Resin Hammitt Private Wealth Group	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx6
Law Office Donato Leombruni	17011 Beach Blvd Ste 900 Huntington Beach, CA 92647	71475xxxx1				5	1
Coastal Wealth Inc.	28202 Cabot Rd Suite 260, Laguna Niguel, CA 92677	94945xxxx4	inf@c***.com					120		118
MEA Wealth Advisors	438 Amapola Ave Ste 210, Torrance, CA 90501	31032xxxx2	chr@m**.com
Summit Lending	17011 Beach Blvd Ste 1100 Huntington Beach, CA 92647	88845xxxx6	bro*@s*****.com			4.8	126
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.5	22	1920	6	1900
Pier Avenue Wealth Management	2321 Rosecrans Ave, El Segundo, CA 90245	31053xxxx8
Financial Partners Credit Union	16348 Beach Blvd Westminster, CA 92683	88865xxxx2	ada**@f*.org	3.7	17	3.2	21
Wealth Planning Group	16440 Bake Pkwy Ste 100, Irvine, CA 92618	94925xxxx5
NIKESH PARIKH, Financial Advisor - DYNAMIC WEALTH & INSURANCE SOLUTIONS, INC.	18528 Pioneer Blvd Ste 201, Artesia, CA 90701	56240xxxx0	npa***@f.newyorklife
Lagos Wealth Advisors	1320 Valley Vista Dr, Diamond Bar, CA 91765	71494xxxx8	com*****@l**********.com
CS Tomasi Wealth Management	949 S Coast Dr, Costa Mesa, CA 92626	71485xxxx2
International Wealth Management	1 City Blvd W Ste 1450, Orange, CA 92868	71494xxxx8	cla*@i*.biz
Alpha Innovation Partners	Escondido, CA 92025	92587xxxx6				5	5
Pinnacle Financial Resources, Inc.	2900 Bristol St #107, Costa Mesa, CA 92626	71426xxxx2	cmu*@c*****.com
T R Wealth Management Inc	5431 Torrance Blvd, Torrance, CA 90503	31031xxxx9
Nevarez Wealth Management	116 S Catalina Ave, Redondo Beach, CA 90277	31092xxxx2
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com							54
Liang & Quinley Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	chr********@l.com
Integravest Wealth Management	33332 Valle Rd, San Juan Capistrano, CA 92675	94935xxxx3
Grimm Bissell Wealth Management	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx7	nmw******@n***************.com
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com
Milestone Wealth Management & Insurance Solutions	17011 Beach Blvd Ste 900 Huntington Beach, CA 92647	71446xxxx5	rya@c**************.com
OC Wealth Coach	17742 Irvine Blvd #200, Tustin, CA 92780	71483xxxx3	joh@o***********.com	5	1
Atlas Wealth Management Group	2372 Morse Ave, Irvine, CA 92614	94974xxxx5
Infinite Eternal Wealth Inc	4338 W 167th St, Lawndale, CA 90260	31040xxxx3
Bni Master Wealth Builders	601 W Mckinley Ave, Pomona, CA 91768	81851xxxx3
Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	doe***@w*********.com
Brea Wealth Management - UBS Financial Services Inc.	135 S State College Blvd Ste 650, Brea, CA 92821	71425xxxx1	abc*****@u.com
Eagle Tax Res - California	100 W Main St Ste 7 Tustin, CA 92780	94941xxxx5	eag**********@d***************.com			4.7	88	756	64	829
Phil Hammitt - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	97256xxxx4	joh******@c.rbcwealthmanagement
Newport Wealth Advisors	4695 MacArthur Ct Fl 11 Newport Beach, CA 92660	87769xxxx7	a@n********************.com			3.7	6
Focus Wealth Management - Ameriprise Financial Services - Closed	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
Global Wealth Management	18111 Von Karman Ave Ste 424, Irvine, CA 92612	94943xxxx8	gwm*****@c***********.com
Warren Street Wealth Advisors, LLC	200 Spectrum Center Dr STE 300, Irvine, CA 92618	71487xxxx0	bla@w***************.com	5	17
Scalco Financial - Tax and Wealth Management	13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740	56243xxxx0
Buscemi Wealth Management	29122 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94921xxxx9	cab@b**********************.com
Merrill Lynch Wealth Management	333 S Hope St, Los Angeles, CA 90071	21362xxxx0	ale********@m.com
Ambassador Wealth Management, LLC	5101 E La Palma Ave Ste 100b, Anaheim, CA 92807	71467xxxx1	bem***@a*************.com					240		236
Nicholas Yrizarry Wealth Mgmnt Group	361 Forest Ave Ste 202, Laguna Beach, CA 92651	94971xxxx5
PacificView Wealth Management	19200 Von Karman Ave #400, Irvine, CA 92612	94962xxxx4	ala@p**********.com	5	1
Rai Wealth Management	1100 E Wilshire Ave, Fullerton, CA 92831	71444xxxx6
ESY Tax Group	440 W First St Ste 206 Tustin, CA 92780	71490xxxx7	c18***************************@s***.wixpress			5	87
Edward Jones - Financial Advisor: Bradey Jameson, AAMS®	1501 Westcliff Dr Ste 307 Newport Beach, CA 92660	94961xxxx5	acc********@e********.com			5	1	87605		100000
Tustin Centre Wealth Advisors	1551 N Tustin Ave #100, Santa Ana, CA 92705	88833xxxx7
John Fierro - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	joh******@r.com
Klein Financial Advisors	4299 MacArthur Blvd Ste 100 Newport Beach, CA 92660	94947xxxx0	cla****@k**********.com
Integrity Wealth Management & Insurance Services	6101 Ball Rd Ste 205, Cypress, CA 90630	71494xxxx5	mil@i**.com
Pacific Wealth Partners	881 Dover Dr Ste 310 Newport Beach, CA 92663	94963xxxx2
Wealth Tutor	2552 Walnut Ave Ste 145 Tustin, CA 92780	94922xxxx0
Rpa Wealth Management	419 Yale Ave, Claremont, CA 91711	90929xxxx7	eve***@e*****.com
Doug Bailey-RBC Wealth Management Branch Director	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56279xxxx4	dou******@r.com					66		66
The Stephens Rothenberg Wealth Management Group	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx9	rbc*******@r.com
Independent Capital Management - An Orange County Financial Advisor	695 Town Center Dr # 530, Costa Mesa, CA 92626	94945xxxx0	a.a@i***********.com					13516		13000
Shifting The Culture Wealth Partners	2202 S Figueroa St Ste 453, Los Angeles, CA 90007	42488xxxx5	inf@s*******.com
Redwitz	3 Park Plz Ste 1700 Irvine, CA 92614	94975xxxx4	ale***@r****.com			1	1	108	2
Citi Personal Wealth Management	2250 N Bellflower Blvd, Long Beach, CA 90815	56243xxxx8	abc*****@c*.com					151265	2091	11
Martin Wealth Management	5020 Campus Dr Newport Beach, CA 92660	94985xxxx1
Arise Private Wealth	550 Silver Spur Rd Ste 350, Rolling Hills Estates, CA 90275	31027xxxx3	rea**@a****.com	5	5			240	4	249
Mancuso Wealth Management	21515 Hawthorne Blvd Ste 200, Torrance, CA 90503	70747xxxx6
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial					241	8	239
Touchstone Wealth Management	3838 W Carson St, Torrance, CA 90503	31054xxxx3	daw@t**********.com
Sun Group Wealth Partners	17500 Red Hill Ave STE 140, Irvine, CA 92614	94962xxxx0	ang*@s*******.com	5	6					1800
Buckingham Strategic Wealth	3 Park Plz Ste 420, Irvine, CA 92614	87769xxxx2	adm@b**************.com					561	7	656
Quintessential Financial Corporation	2372 SE Bristol St, Newport Beach, CA 92660	94977xxxx5	inf@m***********.com	5	1			68996	796	68000
Tortuga Wealth Management	1957 W Carson St, Torrance, CA 90501	31032xxxx0	ang*@t**********.com					187	9	183
Benchmark Wealth Management Inc	27401 Los Altos, Mission Viejo, CA 92691	94958xxxx5	ben****@l.com
WestPac Wealth Partners	949 S Coast Dr, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com					54314	37	104000
WZWLH Wealth Advisors	4 Park Plz Ste 200 Irvine, CA 92614	86698xxxx6
WestPac® Wealth Partners (Orange County)	949 S Coast Dr Suite 220, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com					54310	37	104000
James Hendries - Lpl Financial	7777 Center Ave Ste 120 Huntington Beach, CA 92647	71479xxxx4	jam*********@l.com	4.4	7	4	4	157
Providence Wealth Planning	391 N Main St Ste 107, Corona, CA 92878	95146xxxx0
Newport Premier Wealth Management	5000 Birch St Ste 4600, Newport Beach, CA 92660	94968xxxx5	inf@n********.com
McCarthy Wealth Management	3300 Irvine Ave # 310, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com					278		295
Edward Jones	7755 Center Ave Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com			5	2	88087		101000
Hobert Wealth Management	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	80074xxxx8	hob***@h*******************.com			5	1
Newport Center Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx7	abc*****@u.com
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
EQ Private Wealth Advisors	501 Deep Valley Dr Ste 202, Rolling Hills Estates, CA 90274	42439xxxx0	bla*******@e**.com
Edward Jones - Financial Advisor: Tim Werth, AAMS™	25950 Acero Suite 320, Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com					87632		100000