Find a Financial Advisor in Los Alamitos, CA


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We did the hard work of finding trustworthy partners in Los Alamitos, CA.

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We Only Work With The Best Los Alamitos Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Los Alamitos, CA

  • Financial Advisor Close to Los Alamitos, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Los Alamitos, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Los Alamitos, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Los Alamitos financial advisors.
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How Retirement-Friendly is Los Alamitos, CA?

  • Population: 11,534
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $811,200
  • Average Monthly Housing Cost: $1,831
  • Average Household Income: $113,383
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)

The Top Financial Advisor Firms in Los Alamitos, CA




(714) 343-0202

5242 Katella Avenue
Suite 102
Los Alamitos, CA 90720

SEC#: 801-119642
Years in Business: 1 years



(562) 596-2385

5122 Katella Ave. #200

Los Alamitos, CA 90740

SEC#: 801-11714
Years in Business: 45 years



(562) 594-4200

2631 Copa De Oro Drive

Los Alamitos, CA 90720

SEC#: 801-65903
Years in Business: 15 years


Los Alamitos, CA Financial Advisor FAQs

A financial advisor can be any level of complexity and can range in price from annually to per year.
A financial advisor typically helps people provide for their future needs, whether it be with savings or retirement.
Financial advisors typically charge on an hourly, semi-hourly, quarterly, or yearly basis.
A financial advisor can help manage the wealth that accumulates over time, while looking out for your best interests. It is important for everyone at every stage in life to have someone who will provide unbiased advice tailored around their current situation - whether that's planning an estate or investing in stocks.