Verified · Anaheim
Trusted Financial Advisors in Anaheim, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Anaheim have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Anaheim, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Corey Fast - Edelman Financial Engines with a 5.0-star rating from 35 Google reviews and an RNM Score of 78/100. Also in the top tier: C & C Financial Corp. and Mosley Wealth Management. The average rating across all listed financial advisors in Anaheim is 4.8 stars from 11 reviews per business on average.
Financial advisors in Anaheim typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Griffin Financial
Griffin Financial stands out as the top-ranked advisor in Anaheim due to its strong reputation and comprehensive financial planning services.
Most Reviewed
Griffin Financial
A high number of reviews indicates broad client experience and can help you gauge overall satisfaction and reliability.
When choosing a financial advisor in Anaheim, verify their credentials, fee structure, and client focus to ensure they align with your specific financial goals. It's also wise to read recent reviews and schedule a consultation to assess compatibility.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
11
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 35 reviews, reflecting exceptional client satisfaction in Anaheim.
2400 E Katella Ave Suite 910, Anaheim, CA 92806, USAEarns a perfect 5.0-star rating from dozens of verified local reviews.
1475 S State College Blvd Unit 204, Anaheim, CA 92806, USAConsistently rated 4.9 stars from over 30 local Google reviews.
2401 E Katella Ave #270, Anaheim, CA 92806, USAFinancial Advisors Rankings in Anaheim, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Corey Fast - Edelman Financial Engines2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA | 5.0★ | 35 |
| #2 | C & C Financial Corp.1475 S State College Blvd Unit 204, Anaheim, CA 92806, USA | 5.0★ | 31 |
| #3 | Mosley Wealth Management2401 E Katella Ave #270, Anaheim, CA 92806, USA | 4.9★ | 34 |
| #4 | Jack Keeter & Associates1251 N Manassero St #405a, Anaheim, CA 92807, USA | 4.7★ | 3 |
| #5 | Jaci Iannello - Edelman Financial Engines2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA | 5.0★ | 26 |
| #6 | Periscope Wealth Advisors160 N Riverview Dr ste 101, Anaheim, CA 92808, USA | 4.8★ | 25 |
| #7 | Centaurus Financial Inc2300 E Katella Ave # 200, Anaheim, CA 92806, USA | 3.0★ | 6 |
| #8 | Chatterton & Associates3061 E La Palma Ave, Anaheim, CA 92806, USA | 5.0★ | 5 |
| #9 | Edelman Financial Engines2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA | 3.7★ | 3 |
| #10 | Wells Fargo Advisors2400 E Katella Ave # 1000, Anaheim, CA 92806, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Anaheim
Rated 4.7 stars from 3 reviews, this Anaheim advisor earns strong local trust.
1251 N Manassero St #405a, Anaheim, CA 92807, USA
5.0★ average from 26 reviews, reflecting consistent client satisfaction in Anaheim.
2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA
Trusted by clients with a stellar 4.8-star rating from over 25 reviews.
160 N Riverview Dr ste 101, Anaheim, CA 92808, USA
Serving Anaheim with financial guidance, this advisor holds a 3.0-star rating from 6 reviews.
2300 E Katella Ave # 200, Anaheim, CA 92806, USA
Exceptional 5.0-star rating from five Google reviews in Anaheim.
3061 E La Palma Ave, Anaheim, CA 92806, USA
3.7 stars from 3 Google reviews, indicating mixed but limited client feedback.
2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA
5.0★ rated financial advisor in Anaheim, based on 3 reviews.
2400 E Katella Ave # 1000, Anaheim, CA 92806, USA
5.0 stars from 2 Google reviews, perfect score from Anaheim clients.
200 N Harbor Blvd Suite 205, Anaheim, CA 92805, USA
5.0 stars from 2 Google reviews, showing early client satisfaction.
505 S Villa Real Dr #201, Anaheim, CA 92807, USA
Rated 5.0 stars from two Google reviews, this Anaheim financial advisor is highly praised.
6200 E Canyon Rim Rd # 201, Anaheim, CA 92807, USA
Boasts a perfect 5.0-star rating from a handful of Google reviews.
155 N Riverview Dr, Anaheim, CA 92808, USA
Earns a perfect 5.0-star rating from its early Google reviews in Anaheim.
8141 E Kaiser Blvd # 270, Anaheim, CA 92808, USA
Exceptional 5.0-star rating from initial client reviews in Anaheim.
5500 E Santa Ana Canyon Rd Suite 253, Anaheim, CA 92807, USA
Trusted by clients with a perfect 5.0-star rating from 23 reviews.
500 N State College Blvd Suite #1100, Orange, CA 92868, USA
Exceptional 5.0-star rating from a small number of local reviews.
12419 S Lewis St #202, Garden Grove, CA 92840, USA
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Financial Advisors in Anaheim, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Corey Fast - Edelman Financial Engines | 78/100 | 5.0 ★ | 35 |
| 2 | C & C Financial Corp. | 77/100 | 5.0 ★ | 31 |
| 3 | Mosley Wealth Management | 76/100 | 4.9 ★ | 34 |
| 4 | Jack Keeter & Associates | 61/100 | 4.7 ★ | 3 |
| 5 | Jaci Iannello - Edelman Financial Engines | 76/100 | 5.0 ★ | 26 |
| 6 | Periscope Wealth Advisors | 73/100 | 4.8 ★ | 25 |
| 7 | Centaurus Financial Inc | 35/100 | 3.0 ★ | 6 |
| 8 | Chatterton & Associates | 68/100 | 5.0 ★ | 5 |
| 9 | Edelman Financial Engines | 44/100 | 3.7 ★ | 3 |
| 10 | Wells Fargo Advisors | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Anaheim
What is a fiduciary financial advisor and why does it matter in Anaheim?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Anaheim, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Anaheim?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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