Top Financial Advisors in Orange, California
Finding the right financial advisor in Orange is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Orange, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Orange, CA.
Find the Best Financial Advisor Firms in Orange:
GUARDIAN FINANCIAL PARTNERS, LLC
CRD#: 287652
Address: 635 E. Chapman Ave., Orange, CA 92866
Clients: 174
Average Clients per Advisor: 58
AUM: $ 836M
BW & ASSOCIATES, INC.
CRD#: 116471
Address: 3111 N. Tustin Street Suite 215, Orange, CA 92865
Clients: 373
Average Clients per Advisor: 186
AUM: $ 693M
SECURA FINANCIAL
CRD#: 137324
Address: 333 City Boulevard West, Suite 2050, Orange, CA 92868-2944
Clients: 492
Average Clients per Advisor: 54
AUM: $ 262M
TABR CAPITAL MANAGEMENT, LLC
CRD#: 129959
Address: 500 N. State College Blvd Suite 1320, Orange, CA 92868
Clients: 144
Average Clients per Advisor: 72
AUM: $ 231M
B.B. GRAHAM & COMPANY, INC.
CRD#: 41533
Address: 1700 W. Katella Ave., Orange, CA 92867
Clients: 238
In Business for: 29 Years
Average Clients per Advisor: 8
AUM: $ 196M
Disclosures: 7
PACIFIC INVESTMENT RESEARCH
CRD#: 132063
Address: 942 E. Chapman Ave., Orange, CA 92866
Clients: 52
Average Clients per Advisor: 52
AUM: $ 120M
How We Chose the Top Financial Advisors in Orange, California
To create this list of top financial advisor firms in Orange, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Orange has to offer.
Search Financial Advisors in Orange, California
Ellen Reese Brasee
Ryan Christopher Perry
Kevin Duane Mayo
Mark Kendall Rylance
Gabriel Abraham Shahin
Jon Derek Neuhaus
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
