Top Picks · Santa Ana
Best Financial Advisors in Santa Ana, CA
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As of May 2026, RatingsNearMe ranks 19 financial advisors in Santa Ana, CA by verified customer ratings and review volume. The highest-rated is ARBOR Financial Group | #1 Mortgage Broker with a 4.9-star rating from 284 verified reviews. Also in the top tier: Falcon Wealth Planning and M&M Wealth Associates. The average rating across all listed financial advisors in Santa Ana is 4.8 stars from 32 reviews per business on average.
Financial advisors in Santa Ana 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
19
Businesses listed
4.8★
Avg rating
32
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
ARBOR Financial Group | #1 Mortgage Broker
1805 E Garry Ave, Santa Ana, CA 92705, USA
Falcon Wealth Planning
2030 Main St 13th floor, Irvine, CA 92614, USA
M&M Wealth Associates
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, USA
Financial Advisors Rankings in Santa Ana, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | ARBOR Financial Group | #1 Mortgage Broker1805 E Garry Ave, Santa Ana, CA 92705, USA | 4.9★ | 284 |
| #2 | Falcon Wealth Planning2030 Main St 13th floor, Irvine, CA 92614, USA | 5.0★ | 79 |
| #3 | M&M Wealth Associates2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, USA | 5.0★ | 35 |
| #4 | Financial Strategies - Wealth Management Group6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707, USA | 5.0★ | 1 |
| #5 | Financial Advisors Network1432 Edinger Ave #200, Tustin, CA 92780, USA | 4.8★ | 13 |
| #6 | Morgan Stanley Financial Advisors2677 N Main St # 1000, Santa Ana, CA 92705, USA | 4.0★ | 3 |
| #7 | Financial Connections1801 Park Court Place Building F #104, Santa Ana, CA 92701, USA | 4.9★ | 31 |
| #8 | Warren Street Wealth Advisors, LLC200 Spectrum Center Dr STE 300, Irvine, CA 92618, USA | 5.0★ | 29 |
| #9 | Edward Jones - Financial Advisor: Trisha M Braunstein3621 Harbor Blvd Ste 140, Santa Ana, CA 92704, USA | 5.0★ | 1 |
| #10 | Barlow Linda A2700 N Main St #850, Santa Ana, CA 92705, USA | 4.8★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Santa Ana
Financial Strategies - Wealth Management Group
6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707, USA
Financial Advisors Network
1432 Edinger Ave #200, Tustin, CA 92780, USA
Morgan Stanley Financial Advisors
2677 N Main St # 1000, Santa Ana, CA 92705, USA
Financial Connections
1801 Park Court Place Building F #104, Santa Ana, CA 92701, USA
Warren Street Wealth Advisors, LLC
200 Spectrum Center Dr STE 300, Irvine, CA 92618, USA
Edward Jones - Financial Advisor: Trisha M Braunstein
3621 Harbor Blvd Ste 140, Santa Ana, CA 92704, USA
Barlow Linda A
2700 N Main St #850, Santa Ana, CA 92705, USA
Apex Wealth Management Group
1551 N Tustin Ave Suite 195, Santa Ana, CA 92705, USA
Chi Luu - Maxwealth Capital
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, USA
Scott Eichler - Savvy Advisors - Financial Planner Orange County
742 E Chapman Ave, Orange, CA 92866, USA
Insight Financial Advisors
400 N Tustin Ave Ste 250, Santa Ana, CA 92705, USA
JMB Financial Managers
6 Hutton Centre Dr # 1280, Santa Ana, CA 92707, USA
Heritage Financial, Ara Malazian, CFP
505 N Tustin Ave, Santa Ana, CA 92705, USA
Crossroads Planning, LLC
765 The City Dr S Ste 390, Orange, CA 92868, USA
EP Wealth Advisors
2211 Michelson Dr Suite 1150, Irvine, CA 92612, USA
Blue Trust | Orange County Financial Advisors
20 Pacifica suite 560, Irvine, CA 92618, USA
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Frequently Asked Questions — Financial Advisors in Santa Ana
What is a fiduciary financial advisor and why does it matter in Santa Ana?
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 Santa Ana, 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 Santa Ana?
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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