4.5+ Stars · Fullerton
Highly Rated Financial Advisors in Fullerton, CA
Only the best make this list. These financial advisors in Fullerton have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Fullerton, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is California State University, Fullerton with a 4.4-star rating from 765 Google reviews and an RNM Score of 78/100. Also in the top tier: Diane Luongo Gazich - C2 Financial Corporation and Pure Financial Advisors, LLC. The average rating across all listed financial advisors in Fullerton is 4.6 stars from 69 reviews per business on average.
Financial advisors in Fullerton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
69
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
4.4 stars from 765 reviews shows consistently strong client satisfaction.
800 N State College Blvd, Fullerton, CA 92831, USAExceptional 5.0-star rating from 69 Google reviews, serving Fullerton.
3261 N Harbor Blvd # B, Fullerton, CA 92835, USA5.0 stars from 45 reviews, reflecting exceptional client satisfaction.
3040 Saturn St Ste 100, Brea, CA 92821, USAFinancial Advisors Rankings in Fullerton, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | California State University, Fullerton800 N State College Blvd, Fullerton, CA 92831, USA | 4.4★ | 765 |
| #2 | Diane Luongo Gazich - C2 Financial Corporation3261 N Harbor Blvd # B, Fullerton, CA 92835, USA | 5.0★ | 69 |
| #3 | Pure Financial Advisors, LLC3040 Saturn St Ste 100, Brea, CA 92821, USA | 5.0★ | 45 |
| #4 | Merrill Lynch Financial Advisor David Krake145 S State College Blvd Suite 300/350, Brea, CA 92821, USA | 5.0★ | 30 |
| #5 | Stone Financial Services, Inc.5207, 1561 E Orangethorpe Ave # 215, Fullerton, CA 92831, USA | 5.0★ | 1 |
| #6 | Nancy & Mario Carmona - The Carmona Team124 W Wilshire Ave B, Fullerton, CA 92832, USA | 5.0★ | 42 |
| #7 | OC FINANCIAL SERVICES2330 W Valencia Dr, Fullerton, CA 92833, USA | 4.3★ | 30 |
| #8 | GoldLine Wealth Management201 N Harbor Blvd Suite 100, Fullerton, CA 92832, USA | 5.0★ | 12 |
| #9 | U.S. Bancorp Advisors - Financial Advisors: Emad Gindi911 N Harbor Blvd, Fullerton, CA 92832, USA | 3.8★ | 11 |
| #10 | Crane & Associates Financial Planning801 E Chapman Ave #104, Fullerton, CA 92831, USA | 4.2★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Fullerton
Boasting a flawless 5.0-star rating from 30 client reviews, this trusted Fullerton advisor excels.
145 S State College Blvd Suite 300/350, Brea, CA 92821, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
5207, 1561 E Orangethorpe Ave # 215, Fullerton, CA 92831, USA
Trusted by 42 clients with a perfect 5.0-star average rating.
124 W Wilshire Ave B, Fullerton, CA 92832, USA
Trusted by locals with a solid 4.3-star rating from 30 reviews.
2330 W Valencia Dr, Fullerton, CA 92833, USA
Exceptional 5.0-star rating from 12 Google reviews in Fullerton.
201 N Harbor Blvd Suite 100, Fullerton, CA 92832, USA
A local financial advisor in Fullerton with a 3.8-star rating from 11 reviews.
911 N Harbor Blvd, Fullerton, CA 92832, USA
Rated 4.2 stars from 5 reviews, this Fullerton advisor offers solid local financial guidance.
801 E Chapman Ave #104, Fullerton, CA 92831, USA
5.0 stars from 4 Google reviews, reflecting exceptional client satisfaction.
1440 N Harbor Blvd #220, Fullerton, CA 92835, USA
Exceptional 5.0-star rating from a handful of Google reviews.
915 W Imperial Hwy #160, Brea, CA 92821, USA
Consistently earns a perfect 5.0-star rating from its customers.
2286 N State College Blvd, Fullerton, CA 92831, USA
5.0-star rating from 1 Google review in Fullerton, CA.
623 N Harbor Blvd, Fullerton, CA 92832, USA
Fullerton financial advisor with no online reviews yet; check back for client feedback.
2244 N State College Blvd, Fullerton, CA 92831, USA
A local financial advisor in Fullerton with no online reviews yet.
1525 E Chapman Ave, Fullerton, CA 92831, USA
1.5-star rating from 86 reviews indicates mixed feedback for this Fullerton financial advisor.
Gordon Hall, Fullerton, CA 92831, USA
This financial advisor currently has no customer reviews to reference.
1080 E Bastanchury Rd, Fullerton, CA 92835, USA
Consistently rated 4.3 stars from over 70 local reviews.
14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, USA
5.0-star rating from a handful of Google reviews reflects exceptional client satisfaction.
1370 N Brea Blvd Suite 145, Fullerton, CA 92835, USA
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Financial Advisors in Fullerton, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | California State University, Fullerton | 78/100 | 4.4 ★ | 765 |
| 2 | Diane Luongo Gazich - C2 Financial Corporation | 81/100 | 5.0 ★ | 69 |
| 3 | Pure Financial Advisors, LLC | 79/100 | 5.0 ★ | 45 |
| 4 | Merrill Lynch Financial Advisor David Krake | 77/100 | 5.0 ★ | 30 |
| 5 | Stone Financial Services, Inc. | 62/100 | 5.0 ★ | 1 |
| 6 | Nancy & Mario Carmona - The Carmona Team | 79/100 | 5.0 ★ | 42 |
| 7 | OC FINANCIAL SERVICES | 65/100 | 4.3 ★ | 30 |
| 8 | GoldLine Wealth Management | 72/100 | 5.0 ★ | 12 |
| 9 | U.S. Bancorp Advisors - Financial Advisors: Emad Gindi | 51/100 | 3.8 ★ | 11 |
| 10 | Crane & Associates Financial Planning | 54/100 | 4.2 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Fullerton
What is a fiduciary financial advisor and why does it matter in Fullerton?
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 Fullerton, 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 Fullerton?
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: June 13, 2026.
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