Top Financial Advisors in Orange, California
Finding the right financial advisor in Orange is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Orange, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Orange, CA.
Find the Best Financial Advisor Firms in Orange:
CROWN CAPITAL SECURITIES, L.P.
CRD#: 6312
Address: 725 Town & Country Road Suite 530, Orange, CA 92868
Clients: 5,320
In Business for: 27 Years
Average Clients per Advisor: 32
AUM: $ 1.2B
Disclosures: 10
GUARDIAN FINANCIAL PARTNERS, LLC
CRD#: 287652
Address: 635 E. Chapman Ave., Orange, CA 92866
Clients: 150
Average Clients per Advisor: 50
AUM: $ 675M
BW & ASSOCIATES, INC.
CRD#: 116471
Address: 3111 N. Tustin Street Suite 215, Orange, CA 92865
Clients: 438
Average Clients per Advisor: 219
AUM: $ 443M
B.B. GRAHAM & COMPANY, INC.
CRD#: 41533
Address: 1700 W. Katella Ave., Orange, CA 92867
Clients: 563
In Business for: 30 Years
Average Clients per Advisor: 19
AUM: $ 220M
Disclosures: 7
SECURA FINANCIAL
CRD#: 137324
Address: 333 City Boulevard West, Suite 2050, Orange, CA 92868-2944
Clients: 315
Average Clients per Advisor: 31
AUM: $ 207M
TABR CAPITAL MANAGEMENT, LLC
CRD#: 129959
Address: 500 N. State College Blvd Suite 1320, Orange, CA 92868
Clients: 156
Average Clients per Advisor: 78
AUM: $ 182M
How We Chose the Top Financial Advisors in Orange, California
To create this list of top financial advisor firms in Orange, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Orange has to offer.
Search Financial Advisors in Orange, California
Jeffrey L Halbreich
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Elly N Wong
Registered Affiliation(s):MORGAN STANLEY
Robert Puzant Sarkissian
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Rod Hundley Kamps
Registered Affiliation(s):FINANCIAL ADVISORS NETWORK, INC.
Larry Robert Schneider
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Bradley Hudson Scott
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Sean C Yu
Registered Affiliation(s):MORGAN STANLEY
Horacio Angel Choi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Vincent Anthony Mazzotta
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jose Santiago Ching
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jennifer Leigh Gershon
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Robert Lopez
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Marcia Quiroz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Luke Duncan Achay
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Brett Jon Bissell
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Theresa Allen
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Natalie Barron
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Robert Ignacious Padilla
Registered Affiliation(s):REDEFINE FINANCIAL
Robert Lindsey Baumann
Registered Affiliation(s):OSAIC FS, INC.
Debra Marie Patriquin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Pierce Allen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jonathan Mark Lising
Registered Affiliation(s):EDWARD JONES
Benjamin Jun-wey Ling
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Justin Courtney Vaicek
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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