Larson, Orlan Blaine
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individuals, small businesses, and trusts to provide investment portfolio management and broader financial advice, including retirement planning, estate planning, insurance review, and tax planning. It managed $39.6 million in discretionary client accounts as of December 31, 2025 and also administers additional family and non‑managed accounts for reporting or operational purposes.
The firm structures client portfolios around customized asset‑allocation models that draw on U.S. and international equities, fixed income, real‑estate vehicles, MLPs, ETFs, mutual funds and options, with allocations set by age, risk tolerance and client objectives. It operates on a fee‑based percentage‑of‑AUM model with quarterly billing, uses Charles Schwab as custodian, and relies on portfolio management software (currently PortfolioCenter, transitioning to Advyzon) to value accounts for fees, including accrued interest and unsettled trades.
A notable feature is an affiliation with a related tax and accounting business (OB Larson & Associates, LLC); the firm’s representatives are IRS‑enrolled agents and provide tax return preparation and IRS representation to some clients, though use of those services is not required. The firm is small and appointment‑based, maintains several family and non‑managed accounts (including a Schwab “master account” arrangement) and at times aggregates personal and client trades in block orders, which affects its trade allocation practices.
Client services
Expertise
Occupation focus
Fee options
$0 - $249,999: 1.00% annually $250,000 - $499,999: 0.95% annually $500,000 - $749,999: 0.90% annually $750,000 - $999,999: 0.80% annually $1,000,000+: 0.70% annually
$250 per hour (senior representative), $150 per hour (representative)
Account minimum: $100,000 Fee-only: Annual fee from $1 to $20,000, paid quarterly in advance; fees are negotiable and can be waived or reduced at firm's discretion.
Main office
Santa Clarita CA
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Orlan L
Series 65
Santa Clarita, CA
Larson, Orlan Blaine
Orlan Larson is a financial advisor at Larson, Orlan Blaine with six years of industry experience. He holds a Series 65 designation and has been managing OB Larson & Associates, LLC since 2006, providing tax preparation and IT consulting services. Larson, Orlan Blaine serves individuals, small businesses, and trusts with personalized portfolio management and financial planning, integrating services such as tax planning, insurance review, and estate planning. The firm utilizes tailored asset-allocation models and discretionary management, supported by its affiliation with a related accounting and tax services company.
Melissa L
Series 65
Santa Clarita, CA
Larson, Orlan Blaine
Melissa Larson is a financial advisor at Larson, Orlan Blaine with four years of industry experience. She holds a Series 65 designation and has prior work experience at Martin & Company, Vance, Thrift & Biller CPAs LLP, Benadon, Shapiro & Villalobos CPAs, and Frome & Associates. Larson, Orlan Blaine serves individuals, small businesses, and trusts, providing personalized portfolio management and financial planning services. The firm integrates tax planning, tax return preparation, insurance review, and estate planning into its advisory offering and uses tailored asset-allocation models across various investment vehicles, managing client accounts primarily on a discretionary basis.
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