← All Orange County area categories

Top 100 Financial Advisors Companies in the Orange County area — Graded

301 financial advisors companies in the Orange County area clear our data floor — verified in at least two independent sources with a working phone or website — and are graded by one published formula. The top 100 are below; the full ranked list is split by area. Grades refreshed monthly; data current as of 2026-10-25.

Orange County (301)
1
98AI ScoreTop 1%
Edward Jones
Orange · Website
Legitimacy96
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
2
95AI ScoreTop 1%
Chase Skistimas
Newport Beach · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
3
90AI ScoreTop 1%
Chase Bank
San Juan Capistrano · Website
Legitimacy96
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
4
88AI ScoreTop 2%
OneMain Financial
Anaheim · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
5
88AI ScoreTop 2%
OneMain Financial
Santa Ana · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
6
81AI ScoreTop 2%
Ascent Network
Huntington Beach · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
7
81AI ScoreTop 3%
Edward Jones
Irvine · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
8
81AI ScoreTop 3%
Edward Jones - Financial Advisor: James B Johnson
Laguna Hills · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
9
81AI ScoreTop 3%
Wells Fargo Advisors
Laguna Beach · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
10
75AI ScoreTop 4%
Fidelity Investments
Seal Beach · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
11
75AI ScoreTop 4%
Westlake Spectrum Inc.
Irvine · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
12
73AI ScoreTop 4%
Orange Capital Management
Orange · Website
Legitimacy97
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
13
73AI ScoreTop 5%
Spm Inc
Aliso Viejo · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
14
73AI ScoreTop 5%
Alvarez Tax Service LLC
Santa Ana · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
15
73AI ScoreTop 5%
American Capital Group
Laguna Hills · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
16
73AI ScoreTop 6%
Benefit Equity, Inc.
Santa Ana · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
17
73AI ScoreTop 6%
Blue Street Capital, LLC
Huntington Beach · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
18
73AI ScoreTop 6%
Camel Financial, Inc
Tustin · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
19
73AI ScoreTop 7%
CashCall Inc
Orange · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
20
73AI ScoreTop 7%
Clearpay Processing
Huntington Beach · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
21
73AI ScoreTop 7%
Continuum Consulting Group
Irvine · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
22
73AI ScoreTop 8%
Financial Planning Ministry
Irvine · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
23
73AI ScoreTop 8%
Markham Financial Services
Laguna Hills · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
24
73AI ScoreTop 8%
Murphy, Murphy & Murphy, Inc.
Cypress · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
25
73AI ScoreTop 9%
Payment Depot
Orange · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
26
73AI ScoreTop 9%
ProMed Financial, Inc.
Tustin · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
27
73AI ScoreTop 9%
Reliant Capital
Irvine · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
28
73AI ScoreTop 10%
Sackett Financial Group
Brea · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
29
73AI ScoreTop 10%
SunBridge Leasing Corporation
Buena Park · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
30
73AI ScoreTop 10%
Williams Tax and Financial Services
Los Alamitos · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
31
71AI ScoreTop 11%
Absolute Financial
Irvine · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
32
71AI ScoreTop 11%
Allie Williamson - Northwestern Mutual
Newport Beach · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
33
71AI ScoreTop 11%
Applied Financial Planning
Irvine · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
34
71AI ScoreTop 12%
Assembly Pointe Financial
San Juan Capistrano · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
35
71AI ScoreTop 12%
Ben Anderson 365
Irvine · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
36
71AI ScoreTop 12%
Crossroads Planning
Orange · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
37
71AI ScoreTop 13%
Cutting Edge Bank Card Services
Tustin · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
38
71AI ScoreTop 13%
Dimension Funding
Irvine · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
39
71AI ScoreTop 13%
Eclectic Associates
Fullerton · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
40
71AI ScoreTop 14%
Elite Financial Network Inc
Huntington Beach · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
41
71AI ScoreTop 14%
Financial Advisors Network
Tustin · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
42
71AI ScoreTop 14%
Gold West Financial
Brea · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
43
71AI ScoreTop 15%
Laguna Wealth Advisors
Dana Point · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
44
71AI ScoreTop 15%
Lighthouse Financial Services
Brea · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
45
71AI ScoreTop 15%
Merchant Service Group LLC
Huntington Beach · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
46
71AI ScoreTop 16%
Optimize Financial
Irvine · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
47
71AI ScoreTop 16%
Partner Agency Insurance Services
Brea · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
48
71AI ScoreTop 16%
Pinnacle Group Financial Services
Santa Ana · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
49
71AI ScoreTop 17%
Providence Capital Funding
Brea · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
50
71AI ScoreTop 17%
Raymond Wesley Wealth Management
Irvine · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
51
71AI ScoreTop 17%
Shaner Brokerage Corp
Fullerton · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
52
71AI ScoreTop 18%
Spotlight Funding
Irvine · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
53
71AI ScoreTop 18%
STRADA Capital Corporation
Rancho Santa Margarita · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
54
71AI ScoreTop 18%
Tempus Wealth Planning
Irvine · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
55
71AI ScoreTop 19%
Trilogy Financial Services
Huntington Beach · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
56
71AI ScoreTop 19%
Westshore Wealth
Newport Beach · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
57
70AI ScoreTop 19%
A-L Financial Corporation
Santa Ana · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
58
70AI ScoreTop 20%
Carlyle Capital
Irvine · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
59
70AI ScoreTop 20%
Castillo Wealth Management
Seal Beach · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
60
70AI ScoreTop 20%
Christopher Bissonnette
Irvine · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
61
70AI ScoreTop 21%
JOHN MANN
Newport Beach · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
62
70AI ScoreTop 21%
Newport Wealth Advisors
Newport Beach · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
63
70AI ScoreTop 21%
Patricia Megallon
Los Alamitos · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
64
70AI ScoreTop 22%
Securities America, Inc.
San Clemente · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
65
69AI ScoreTop 22%
KV Financial Services
Westminster · Website
Legitimacy96
Online action49
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
66
68AI ScoreTop 22%
FundingUSA
Irvine · Website
Legitimacy93
Online action49
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
67
67AI ScoreTop 23%
Westport Healthcare Management Inc
Laguna Beach · Website
Legitimacy76
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
68
66AI ScoreTop 23%
Check Capital Management
Costa Mesa · Website
Legitimacy100
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
69
64AI ScoreTop 23%
Regents Capital Corporation
Costa Mesa · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
70
63AI ScoreTop 24%
Cash My Check
Lake Forest · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
71
63AI ScoreTop 24%
Moneygram
Garden Grove · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
72
63AI ScoreTop 24%
Sun Group Wealth Partners
Irvine · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
73
63AI ScoreTop 25%
Walden Wealth Management, LLC
Irvine · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
74
63AI ScoreTop 25%
Western Union
Santa Ana · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
75
62AI ScoreTop 25%
Royal Pacific Funding
Costa Mesa · Website
Legitimacy76
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
76
62AI ScoreTop 26%
Zip Capital Group
Irvine · Website
Legitimacy96
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
77
61AI ScoreTop 26%
Catalina Ventures
Corona Del Mar · Website
Legitimacy93
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
78
61AI ScoreTop 26%
Ellis Advisory Group
Tustin · Website
Legitimacy93
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
79
57AI ScoreTop 27%
Mainstream Escrow
Westminster · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
80
57AI ScoreTop 27%
Pacific Financial Planners
Laguna Niguel · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
81
55AI ScoreTop 27%
Academy West Investments
Aliso Viejo · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
82
55AI ScoreTop 28%
Advanced Financial Strategies
Irvine · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
83
55AI ScoreTop 28%
Advisys
Irvine · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
84
55AI ScoreTop 28%
Alba Financial & Investment Services
Brea · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
85
55AI ScoreTop 29%
Alpha Wealth Partners
Newport Beach · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
86
55AI ScoreTop 29%
Alston International
Irvine · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
87
55AI ScoreTop 29%
Ardent Financing Corp
Newport Beach · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
88
55AI ScoreTop 30%
Asset Planning Inc.
Cypress · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
89
55AI ScoreTop 30%
Atlas Wealth Management Group, Llc
Irvine · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
90
55AI ScoreTop 30%
Automotive Resource Group
Mission Viejo · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
91
55AI ScoreTop 31%
Ayzar Inc.
Santa Ana · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
92
55AI ScoreTop 31%
Aztec Group
Buena Park · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
93
55AI ScoreTop 31%
Badii Group
Irvine · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
94
55AI ScoreTop 32%
Balancing Life Financial Planning
Orange · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
95
55AI ScoreTop 32%
Balboa Financial
Newport Beach · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
96
55AI ScoreTop 32%
Banta Asset Management Lp
Newport Beach · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
97
55AI ScoreTop 33%
Barnett & Company, Inc. - Certified Public Accountants
Rancho Santa Margarita · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
98
55AI ScoreTop 33%
Blunt Wealth Services
Brea · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
99
55AI ScoreTop 33%
Brascia Investment Management
Mission Viejo · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking
100
55AI ScoreTop 34%
Brezden Wealth Advisors
Irvine · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
Claim this ranking

See every graded financial advisors company: Orange County

How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →