10+ Years · Huntington Beach
Experienced Financial Advisors in Huntington Beach, CA
Experience matters. These financial advisors in Huntington Beach have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Huntington Beach, CA by verified customer ratings and review volume. The highest-rated is JMJ Financial - Huntington Beach Branch with a 5.0-star rating from 303 verified reviews. Also in the top tier: BML Wealth Management and Weaver Consulting Group, Financial Advisor & Planner. The average rating across all listed financial advisors in Huntington Beach is 4.7 stars from 31 reviews per business on average.
Financial advisors in Huntington Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
31
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
JMJ Financial - Huntington Beach Branch
19671 Beach Blvd Suite 202, Huntington Beach, CA 92648, USA
BML Wealth Management
2 Park Plaza #800, Irvine, CA 92614, USA
Weaver Consulting Group, Financial Advisor & Planner
101 Main St Suite 220, Huntington Beach, CA 92648, USA
Financial Advisors Rankings in Huntington Beach, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | JMJ Financial - Huntington Beach Branch19671 Beach Blvd Suite 202, Huntington Beach, CA 92648, USA | 5.0★ | 303 |
| #2 | BML Wealth Management2 Park Plaza #800, Irvine, CA 92614, USA | 5.0★ | 115 |
| #3 | Weaver Consulting Group, Financial Advisor & Planner101 Main St Suite 220, Huntington Beach, CA 92648, USA | 4.9★ | 41 |
| #4 | Karam Wealth Advisors17011 Beach Blvd 9th floor, Huntington Beach, CA 92647, USA | 5.0★ | 14 |
| #5 | Apella Wealth5011 Argosy Ave, Huntington Beach, CA 92649, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Phil Gironda, AAMS®2134 Main St #195, Huntington Beach, CA 92648, USA | 5.0★ | 7 |
| #7 | Titan Financial16531 Bolsa Chica St #250, Huntington Beach, CA 92649, USA | 4.8★ | 5 |
| #8 | Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS®|CRPC™2130 Main St Suite 170, Huntington Beach, CA 92648, USA | 5.0★ | 3 |
| #9 | James Hendries - LPL Financial7777 Center Ave Unit 120, Huntington Beach, CA 92647, USA | 4.7★ | 13 |
| #10 | Edward Jones - Financial Advisor: Ryan T Omoto, AAMS®19900 Beach Blvd Suite I, Huntington Beach, CA 92648, USA | 4.5★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Huntington Beach
Karam Wealth Advisors
17011 Beach Blvd 9th floor, Huntington Beach, CA 92647, USA
Apella Wealth
5011 Argosy Ave, Huntington Beach, CA 92649, USA
Edward Jones - Financial Advisor: Phil Gironda, AAMS®
2134 Main St #195, Huntington Beach, CA 92648, USA
Titan Financial
16531 Bolsa Chica St #250, Huntington Beach, CA 92649, USA
Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS®|CRPC™
2130 Main St Suite 170, Huntington Beach, CA 92648, USA
James Hendries - LPL Financial
7777 Center Ave Unit 120, Huntington Beach, CA 92647, USA
Edward Jones - Financial Advisor: Ryan T Omoto, AAMS®
19900 Beach Blvd Suite I, Huntington Beach, CA 92648, USA
Lpl Financial
Huntington Beach, CA 92649, USA
Primerica Advisors
16541 Gothard St # 109, Huntington Beach, CA 92647, USA
Trilogy Financial Services
17011 Beach Blvd #101, Huntington Beach, CA 92647, USA
Elite Advisory Group, LLC.
2134 Main St #240, Huntington Beach, CA 92648, USA
Wise Financial Solutions
5011 Argosy Ave STE 13, Huntington Beach, CA 92649, USA
Kinecta Wealth Management - Ameriprise Financial Services, LLC
7881 Edinger Ave #120, Huntington Beach, CA 92647, USA
Primerica Financial Services
16835 Algonquin St # 209, Huntington Beach, CA 92649, USA
Edward Jones - Financial Advisor: Mark R Steeber, AAMS
20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648, USA
Elite Financial Network Inc
7561 Center Ave unit 17, Huntington Beach, CA 92647, USA
CB Investments
212 12th St, Huntington Beach, CA 92648, USA
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Frequently Asked Questions — Financial Advisors in Huntington Beach
What is a fiduciary financial advisor and why does it matter in Huntington Beach?
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 Huntington Beach, 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 Huntington Beach?
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: May 17, 2026.
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