Top Picks · Garden Grove
Best Financial Advisors in Garden Grove, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 15 financial advisors in Garden Grove, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is First Command with a 5.0-star rating from 52 Google reviews and an RNM Score of 80/100. Also in the top tier: Joshua E. Hernandez - CFEd Certified Financial Educator and First Command Financial Advisor - Jon Na. The average rating across all listed financial advisors in Garden Grove is 4.4 stars from 18 reviews per business on average.
Financial advisors in Garden Grove typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Golden Financial Services
Golden Financial Services stands out as the top-ranked advisor in Garden Grove due to its consistent recognition for excellence and comprehensive financial planning.
Most Reviewed
First Command
A high review count reflects broad client experience and trust, making it easier to gauge service quality and reliability before committing.
When choosing a financial advisor in Garden Grove, compare fee structures and service specialties, and consider scheduling initial consultations with multiple firms to find the best fit for your personal goals.
Local Market Snapshot
15
Businesses listed
4.4★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 52 Google reviews for financial guidance in Garden Grove.
12419 S Lewis St Ste 104, Garden Grove, CA 92840, USARated 5.0 stars from 35 Google reviews by satisfied clients in Garden Grove.
765 The City Dr S # 440, Orange, CA 92868, USARated 5.0 stars from 18 Google reviews, this advisor is highly trusted.
12419 S Lewis St #104, Garden Grove, CA 92840, USAFinancial Advisors Rankings in Garden Grove, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | First Command12419 S Lewis St Ste 104, Garden Grove, CA 92840, USA | 5.0★ | 52 |
| #2 | Joshua E. Hernandez - CFEd Certified Financial Educator765 The City Dr S # 440, Orange, CA 92868, USA | 5.0★ | 35 |
| #3 | First Command Financial Advisor - Jon Na12419 S Lewis St #104, Garden Grove, CA 92840, USA | 5.0★ | 18 |
| #4 | First Command Financial Advisor - Audie Marzo12419 S Lewis St #104, Garden Grove, CA 92840, USA | 5.0★ | 7 |
| #5 | Confluence Wealth Management Group - Ameriprise Financial Services, LLC12842 Valley View St #104, Garden Grove, CA 92845, USA | — | — |
| #6 | Wilson Financial Services12419 S Lewis St, Garden Grove, CA 92840, USA | 4.6★ | 13 |
| #7 | First Command Financial Advisor - Jonathan Zermeno12419 S Lewis St Ste 104, Garden Grove, CA 92840, USA | 5.0★ | 18 |
| #8 | ProNova Partners9465 W Garden Grove Blvd #100, Garden Grove, CA 92841, USA | 3.2★ | 60 |
| #9 | First Finance12900A Garden Grove Blvd STE 200, Garden Grove, CA 92843, USA | 4.1★ | 9 |
| #10 | First Command Financial Advisor - Joe Knutsen12419 S Lewis St Ste 104, Garden Grove, CA 92840, USA | 5.0★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Garden Grove
Rated 5.0 stars from 7 reviews, this Garden Grove financial advisor is highly regarded.
12419 S Lewis St #104, Garden Grove, CA 92840, USA
This financial advisor in Garden Grove has no Google reviews yet to reference.
12842 Valley View St #104, Garden Grove, CA 92845, USA
Rated 4.6 stars from 13 Google reviews, this advisor offers trusted local guidance.
12419 S Lewis St, Garden Grove, CA 92840, USA
A trusted financial advisor with a flawless 5.0-star rating from 18 reviews.
12419 S Lewis St Ste 104, Garden Grove, CA 92840, USA
60 Google reviews give this Garden Grove financial advisor a mixed 3.2-star rating.
9465 W Garden Grove Blvd #100, Garden Grove, CA 92841, USA
Trusted by clients with a solid 4.1-star rating from 9 reviews.
12900A Garden Grove Blvd STE 200, Garden Grove, CA 92843, USA
Rated 5.0 stars from 9 reviews, reflecting exceptional client satisfaction in Garden Grove.
12419 S Lewis St Ste 104, Garden Grove, CA 92840, USA
Rated 5.0 stars from three Google reviews, a trusted local financial advisor.
12419 S Lewis St Ste 104, Garden Grove, CA 92840, USA
4.5 stars from 2 Google reviews indicate strong early client satisfaction.
10612 W Garden Grove Blvd, Garden Grove, CA 92843, USA
Rated 1.0 stars from one Google review, indicating mixed early feedback.
12976 Main St, Garden Grove, CA 92840, USA
Holds a perfect 5.0-star rating from early client reviews in Garden Grove.
12221 Brookhurst St Ste 150, Garden Grove, CA 92840, USA
This financial advisor in Garden Grove has no customer reviews yet.
12792 Valley View St Suite F, Garden Grove, CA 92845, USA
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Financial Advisors in Garden Grove, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | First Command | 80/100 | 5.0 ★ | 52 |
| 2 | Joshua E. Hernandez - CFEd Certified Financial Educator | 78/100 | 5.0 ★ | 35 |
| 3 | First Command Financial Advisor - Jon Na | 74/100 | 5.0 ★ | 18 |
| 4 | First Command Financial Advisor - Audie Marzo | 70/100 | 5.0 ★ | 7 |
| 5 | Confluence Wealth Management Group - Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 6 | Wilson Financial Services | 66/100 | 4.6 ★ | 13 |
| 7 | First Command Financial Advisor - Jonathan Zermeno | 74/100 | 5.0 ★ | 18 |
| 8 | ProNova Partners | 50/100 | 3.2 ★ | 60 |
| 9 | First Finance | 56/100 | 4.1 ★ | 9 |
| 10 | First Command Financial Advisor - Joe Knutsen | 71/100 | 5.0 ★ | 9 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Garden Grove
What is a fiduciary financial advisor and why does it matter in Garden Grove?
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 Garden Grove, 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 Garden Grove?
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: July 4, 2026.
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