Find a Financial Advisor in OC, CA

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We did the hard work of finding trustworthy partners in Orange County, CA.

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We Only Work With The Best OC 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

Experience

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

Trustworthiness

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 Orange County, CA

  • Financial Advisor Close to Orange County, 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 Orange County, CA

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

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

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

Find a Fee-Only Financial Planner Near Orange County, CA

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

  • Population: 3168,044
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $694,200
  • Average Monthly Housing Cost: $1,973
  • Average Household Income: $122,488
  • 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.)


This work is licensed under a Creative Commons Attribution 2.0 Generic License.



The Top Financial Advisor Firms in Orange County, CA

 

PRIVATE MANAGEMENT GROUP INC

Website

(949) 752-7500

15635 Alton Parkway
Suite 400
Irvine, CA 92618

SEC#: 801-28023
Years in Business: 35 years

WIN TEAM ADVISORY SERVICES

Website

(949) 336-7300

560 Wald

Irvine, CA 92618

SEC#: 801-68877
Years in Business: 14 years

CARDINAL POINT WEALTH MANAGEMENT, LLC

Website

(866) 213-2036

19200 Von Karman Ave
Suite 618
Irvine, CA 92612

SEC#: 801-110000
Years in Business: 5 years

NEWPORT WEALTH STRATEGIES, INC.

Website

(949) 484-4700

18301 Von Karman Ave.
Ste 900
Irvine, CA 92612

SEC#: 801-72831
Years in Business: 10 years

SUN GROUP WEALTH PARTNERS LLC

Website

(949) 625-6800

17500 Red Hill Ave
Suite 140
Irvine, CA 92614

SEC#: 801-79233
Years in Business: 8 years

NEW MARKET WEALTH MANAGEMENT, LLC

Website

(657) 900-1899

100 Spectrum Center Drive
Suite 125
Irvine, CA 92618

SEC#: 801-110574
Years in Business: 5 years

AVANATH CAPITAL MANAGEMENT, LLC

Website

(949) 269-4700

1920 Main Street
Suite 150
Irvine, CA 92614

SEC#: 801-80398
Years in Business: 7 years

FPA REAL ESTATE ADVISERS GROUP, LLC

Website

(949) 399-2500

2082 Michelson Drive,
4th Floor
Irvine, CA 92612

SEC#: 801-110433
Years in Business: 5 years

RAYLIANT INVESTMENT RESEARCH

Website

(818) 795-6189

11 Zephyr

Irvine, CA 92602

SEC#: 801-118201
Years in Business: 2 years

 


Orange County, CA Financial Advisor FAQs

Financial advisors help clients learn how to manage their money–or manage their savings for them–often in pursuit of a long-term financial goal such as retirement or paying off a mortgage. A financial advisor can specialize in one or more of the many different areas in finance. These areas include investment strategy, investment portfolio management, insurance policy selection and estate planning. Advisors can either give their opinion on what their clients should do with their finances or manage the client’s finances directly. Many advisors live and work in the same areas as their clients, making it easier to build trust over long periods of time. Most advisor/client relationships span years. Other financial advisors are robo-advisors, computer algorithms which are a cost-effective option for those looking for general investment advice.

Orange County is the third-most populous county in the state of California, with over three million people at the time of the 2010 census. It is located between Los Angeles and San Diego counties along the Southern California coastline. It is considered part of the Los Angeles metropolitan area, helping make it one of the biggest metro areas in the United States. Orange County is best known for its many popular beaches and as the home of the iconic Disneyland theme park and resort in Anaheim. It is generally considered suburban although there are some urban centers in the county, such as in Anaheim and Irvine. Financial Advisors serve cities in Orange County including these: Newport Beach, Laguna Beach, Corona Del Mar, Huntington Beach, Mission Viejo, Laguna Niguel, San Clemente, Dana Point, Coto De Caza, Seal Beach, and Irvine.


Other Nearby Financial Advisors

Orange County, CA
Tustin, CA
Irvine, CA
Santa Ana, CA
Orange, CA

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.