Investment Management Services locations near Laguna Beach, CA

Showing 1–10 of 10 results

Laguna Beach, CA has 10 investment management services listings across 4 ZIP codes. Details on this page were last refreshed Oct 2026.

Usaa Wealth Management Center

📍 Serving Your Area, Irvine, CA, 92612

📞 877-633-3312

USAA offers Wealth Management Services that provide financial guidance and solutions for every stage of life. Get the help you need with designing an investment strategy, protecting your assets, implementing risk management strategies, and much more. Make the most of your military benefits and call USAA today to schedule an appointment with a USAA Wealth Manager in an office near you today.

WCM Investment Management

📍 281 Brooks St, Laguna Beach, CA, 92651

📞 949-715-5700

Spectra Asset Management Inc

📍 1506 S Coast Highway, Laguna Beach, CA, 92651

📞 949-494-0703

Optivest

📍 30131 Town Center Dr, Laguna Niguel, CA, 92677

📞 949-363-8686

Ben Robinson

📍 77 Cottage Ln, Aliso Viejo, CA, 92656

📞 949-588-5971

Updated Oct 2026

Simpson Capital Management

📍 30872 Calle Barbosa, Laguna Niguel, CA, 92677

📞 949-495-7922

🌐 simpsoncapital.com

Simpson Capital Management is an investment management firm located in Laguna Niguel, California. They offer a range of services including research, trust planning, accounting, asset management, banking, consultations, and institutional services. While their online presence was last active in 2017, they continue to serve clients in the area with various financial management needs.

Select Portfolio Management

📍 26800 Aliso Viejo Pkwy, Aliso Viejo, CA, 92656

📞 949-362-5904

Anchor Capital Management

📍 15 Enterprise Ste 450, Aliso Viejo, CA, 92656

📞 949-297-4099

🌐 anchor-capital.com

AL Frank Asset Management Inc

📍 30 Enterprise, Aliso Viejo, CA, 92656

📞 949-900-9800

W.l. Faith Investment Management

📍 28202 Cabot Rd Ste 300, Laguna Niguel, CA, 92677

📞 949-529-2049

W.L. Faith Investment Management is an independent Registered Investment Advisory firm focused on more than just financial planning and execution. Finances