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
Peter Gerard Christenson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary Lutwen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Glenn Check
Registered Affiliation(s):CHECK CAPITAL MANAGEMENT INC
Michael Patrick Mahoney
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David James Bassett-parkins
Registered Affiliation(s):EDWARD JONES
Diane E. Wegener
Registered Affiliation(s):EDWARD JONES
Steve A. Schenk
Registered Affiliation(s):MORGAN STANLEY
Abbas Ali Heydari
Registered Affiliation(s):EP WEALTH ADVISORS
Gina Hsu
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christine Pando
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Gregory Adishian
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brian Edward Jackson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Raymond Fetter
Registered Affiliation(s):EDWARD JONES
Terry David Benson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Winifred Shih Sun
Registered Affiliation(s):SUN GROUP WEALTH PARTNERS LLC
Tirso De Anda
Registered Affiliation(s):EDWARD JONES
Sharon Chen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Damon D Johnson
Registered Affiliation(s):MORGAN STANLEY
Gabriel Taylor
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Siddharth Pravin Shah
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Joseph Martinez
Registered Affiliation(s):LLG WEALTH MANAGEMENT
Andrew Mark Quillope
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Byron Rendell Holmes
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Roger Phillip Park
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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