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Best Financial Advisors in Anaheim

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Anaheim, CA.

Reviewed Curated Top Picks 95 64 19

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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cover image of Benchmark Wealth Management  financial-advisors/1.jpg

Benchmark Wealth Management

Benchmark Wealth Management is an Anaheim-based financial services firm. The firm's financial and tax professionals focus on growing and maintaining wealth through customized investment portfolios. Investments are pulled from a range of bonds, stocks IRAs, treasury notes, treasury bills, variable annuities, and government securities. Additionally, their financial planning services address a variety of plans, including retirement, college, estate, 401(k), money purchasing, and profit sharing. Clients can receive an analysis of their insurance options and choose from several disability, income, life, and long-term care insurance policies. Tax planning services include accounting and tax preparation.

Anaheim, CA (714) 633-4453


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BriteLine Wealth Management Group

BriteLine Wealth Management Group is a financial services company that serves the Fullerton community. The firm's main focuses are on annuity and insurance products, estate conservation, retirement strategies, investment management, and tax management. Each of the firm's agents has professional and personal experience working with both businesses and individuals, and the firm also employs qualified representatives who sell insurance and investment products. BriteLine is a registered investment provider that offers securities through Centaurus Financial.

Fullerton, CA 92831 (714) 526-1400


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Corban Financial & Insurance Services

Corban Financial & Insurance Services serves clients in the Anaheim community providing an analysis of employee retirement plans since 2006. With a focus on serving everyday people in need of financial consultation help, the firm was founded on the principle of serving client needs. Clients can receive tax strategy, estate conservation, risk management, education funding, and investment services. The firm's securities are offered through Woodbury Financial Services.

Anaheim, CA 92807 (714) 630-1800


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Crane & Associates Financial Planning

Crane & Associates Financial Planning is a Fullerton-based financial services firm that has served business owners and individuals since 1976. The firm's primary focuses are retirement and estate planning, insurance options, tax mitigation, money management, investment management, and lifestyle tools. Clients can receive comprehensive financial planning or specific plans for capital preservation, retirement, investments, and wealth management. The company's investment options come from stocks, bonds, government securities, fixed and variable annuities, municipal bonds, and mutual funds. There are also multiple college funding account options, services for analyzing real estate, and retirement plan installation services for business owners.

Fullerton, CA 92831 (714) 525-4445


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Eclectic Associates

Eclectic Associates is a Fullerton-based investment management and financial planning firm that's served central California since 1984. With a clientele focused on individuals and their families, the firm provides each client with a customized financial plan based around their goals, current assets, and projections for the future. The firm aims to grow client assets through a diverse portfolio of investment options which are chosen based on the client's risk tolerance, long-term goals, and cash flow needs. The firm also pays attention to tax-efficient investment strategies. They provide retirement income planning services that are useful for both retirees and people still in the workforce.

Fullerton, CA 92833 (714) 738-0220


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Fairmont Capital Inc

Fairmont Capital is a private equity firm located in Anaheim that invests in its portfolio companies. When the firm invests in a company, they create a partnership with the management team and offer advice to help the company grow. They are committed to providing investment criteria which is specific to the type of investment being made. For start-ups, the company must have large market potential and unique products or services. The profit margins must be sustainable, and there must be multiple options for investment returns. Acquisition investments are evaluated on a case-by-case basis.

Anaheim, CA 92807 (714) 524-4770


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Golden Hill Investment Advisors

Golden Hill Investment Advisors is an independent financial advisory firm which offers free consultations and serves the community of Fullerton. The firm focuses on long-term financial planning solutions for key milestones like college tuition planning, retirement planning, or business financing. During the discovery process, the firm gets a sense of the client's current assets and goals. They then create and implement a financial plan to reach those goals by using investment strategies.

Fullerton, CA 92835 (714) 446-8720


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Hawekotte Financial Group

Hawekotte Financial Group is a family-owned wealth management and financial planning firm that's served business owners, families, and individuals in Fullerton since 1993. They develop long-term financial plans with a focus on estate planning, retirement planning, business planning, tax planning, risk management options, and wealth accumulation. Estate planning issues include charitable giving, asset protection, tax minimization, and transfer of wealth. Each business plan coordinates with a business' current management to assess risk management options, owner distributions, and succession planning. Retirement plans are based around employer-sponsored plans, personal savings, executive deferral plans, and individual retirement accounts.

Fullerton, CA 92831 (714) 879-4421


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JM Financial

JM Financial is an investment management services firm located in Fullerton. With a range of investment opportunities across multiple industries, they use several trading platforms and allow clients to test them free of charge for up to 30 days. Typical clients include high net worth investors and institutions. They offer fo account types for their clients: Individual, Joint with Rights of Survivorship, Joint Tenants in Common, and Power of Attorney.

Fullerton, CA 92835 (714) 441-2388


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Kemp Financial Management LLC

Kemp Financial Management is a financial advisory firm that's served the Fullerton area since 1988. The firm's main focuses are on wealth enhancement, retirement plans, wealth transfer, wealth and income preservation, and charitable giving strategies. Through collaboration with each client's existing tax professionals and attorneys, Kemp financial provides wealth enhancement services which are designed to grow client assets through strategic allocation and investment. This service includes customizing a client's portfolio, managing client resources, making tax-efficient decisions, investing personal savings, planning for retirement income, education funding for future generations, risk analysis, insurance coverage review, and cash flow analysis for short-term spending.

Fullerton, CA 92831 (714) 257-0800


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Newcastle Financial Advisors

Newcastle Financial Advisors is a financial services firm based in Fullerton. Typical clients include businesses, individuals, and families with special needs. For businesses, the firm offers an analysis of employee benefits plans including health insurance and retirement. They also provide investment opportunities to maximize employee benefits. Individuals can receive financial planning services including investment management, coordinating for estate and tax planning, and asset preservation. Many clients cite retirement planning as their main concern. Newcastle Financial Advisors' special needs planning services help address families with loved ones who are permanently disabled. They include personal care and legal plans, financial plans, and government benefits analysis.

Fullerton, CA 92831 (714) 257-7400


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RAI Wealth Management

RAI Wealth Management is a registered investment advisory firm that focuses on investment, wealth accumulation, and wealth retention consulting. The Fullerton-based firm focuses on people starting their careers, families who are settling down, pre-retirees, and retirees. Young adults have access to insurance needs analysis, IRA account establishment, budget creation, and employer-provided retirement plan selection services. For families seeking more financial stability, the firm helps determine goals and create a long-term plan, including a budget and tuition planning. RAI Wealth Management offers pre-retirees a retirement needs analysis and business succession planning services, while retirees have access to asset transfer planning and long-term care solutions.

Fullerton, CA 92832 (714) 449-9696


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Retirement Distribution and Wealth Management Strategies, Inc.

Retirement Distribution and Wealth Management Strategies is a financial consulting firm located in Brea. The firm provides consultations and advice about taxes, insurance options, investments, pensions, retirement plans, estate planning, and other financial concerns. The main focuses are on wealth management and retirement plan distribution plans for individuals and their families. In addition, the firm's advisors have particular experience working with medical professionals, teachers, retirees, and business owners. Registered principal Joseph Peralta is a Certified Financial Planner with nearly 30 years of industry experience. He is registered with First Allied Securities and has also received the Certified Wealth Strategist designation.

Fullerton, CA 92821 (714) 879-5200


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Stone Financial Services Inc.

Stone Financial Services is a Fullerton-based firm that was first established in June of 2000. The firm focuses on financial planning strategies that cover all aspects of a client's life. Some of the main services include retirement planning, investment planning, estate planning, insurance analysis, tax planning, and money management. The company's managing partner Christopher Cornelius has more than 15 years of financial industry experience. Meanwhile, the company founder and CEO, Stoney Lee, has experience with insurance consulting and financial planning for institutions, businesses, families, and individuals.

Fullerton, CA 92831 (877) 786-6334


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Stonehaven Financial Group

Stonehaven Financial Group is a Fullerton-based wealth management firm specializing in high net worth business owners, individuals, and families. The independent firm creates customized plans for each client that draws on a range of options. Investment services include an analysis of the current portfolio, asset allocation planning, long-term investment management, and risk management options. Insurance options involve asset protection, wealth transfer, long-term care, and life insurance analysis services. Financial plans vary depending on the client's needs, but they often include charitable gifting strategies, retirement planning, estate planning, tax planning, and business succession planning.

Fullerton, CA 92831 (714) 526-3777


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The Blackmont Group

The Blackmont Group is a financial advisory firm with California offices in Fullerton, Mission Viejo, and Carlsbad. There's also an office in Houston, Texas. The firm offers multiple financial planning services, and each client receives a customized plan that addresses their unique goals. Typical services include college tuition planning for children, estate planning, retirement planning, risk management options, tax planning, investment management, impact investing, and self-directed advisory strategies. The firm aims to help clients become financially independent and understand how to maximize their qualified retirement plans. Meanwhile, their impact investing services help clients invest in companies aligned with their values.

Fullerton, CA 92835 (800) 987-5992


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Turning Point Financial Advisors

Turning Point Financial Advisors is a Fullerton-based financial advisory firm that serves individuals and businesses. For individuals, the firm develops customized plans that address tax management, investment management, retirement strategies, asset preservation, and insurance and annuity products. The advisors also coordinate with the client's existing tax and legal professionals to help with estate and tax planning. Businesses can receive critical consultation services regarding their current assets, financial plans, and employee benefits packages. The firm can analyze an existing plan or create a benefits package from the ground up. With retirement plans, businesses are given a range of investment options.

Fullerton, CA 92835 (800) 296-5899


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Walker Wealth Strategies

Walker Wealth Strategies is an independent, fee-based financial planning and wealth management firm in Fullerton. The firm specializes in financial planning, wealth management, and retirement planning. Each financial plan is created after assessing the client's income, liabilities, assets, risk tolerance, tax situation, and time horizon. Their wealth management solutions include investment consulting, advanced planning, and relationship management services. For retirement planning, Walker Wealth Strategies offers services that include retirement saving strategies, rollovers, charitable giving strategies, estate planning, and tax planning. Clients also receive education planning services for their families. Business owners can access multiple business planning and executive solutions for different issues.

Fullerton, CA 92832 (714) 446-8750


cover image of Wise Steward Corporation  financial-advisors/3.jpg

Wise Steward Corporation

Wise Steward Corporation is a comprehensive financial services firm that works with trusts, families, individuals, non-profits, and business owners. The advisory team assists with retirement plans, financial planning, and insurance options. Individuals and businesses can benefit from the multiple retirement options including 401(k) planning, profit sharing, money purchasing plans, SEP and SIMPLE IRAs, defined benefit plans, and non-qualified deferred compensation accounts. Clients can buy or sell insurance as part of an investment portfolio. There are also policies for health, dental, life, disability income, and long term care coverage. Financial planning services cover trusts, institutional wealth management, and education planning.

Anaheim, CA 92807 (714) 455-0250


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