Best Value · Huntington Beach
Affordable Financial Advisors in Huntington Beach, CA
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Huntington Beach, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is JMJ Financial - Huntington Beach Branch with a 5.0-star rating from 303 Google reviews and an RNM Score of 88/100. Also in the top tier: BML Wealth Management and Weaver Consulting Group, Financial Advisor & Planner. The average rating across all listed financial advisors in Huntington Beach is 4.7 stars from 31 reviews per business on average.
Financial advisors in Huntington Beach 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
Karam Wealth Advisors
Karam Wealth Advisors stands out as the top-ranked firm due to its strong reputation and comprehensive wealth management services tailored to high-net-worth clients.
Most Reviewed
Primerica Financial Services
A high number of reviews indicates broad client experience and can help you gauge service consistency and satisfaction trends.
When choosing a financial advisor in Huntington Beach, verify their fiduciary status and fee structure, and consider interviewing multiple firms to ensure their expertise aligns with your financial goals.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
31
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Boasting a perfect 5.0-star rating from over 300 Google reviews.
19671 Beach Blvd Suite 202, Huntington Beach, CA 92648, USATrusted by hundreds of clients with a perfect 5.0-star rating.
2 Park Plaza #800, Irvine, CA 92614, USA4.9 stars from 41 reviews, reflecting exceptional client satisfaction in Huntington Beach.
101 Main St Suite 220, Huntington Beach, CA 92648, USAFinancial Advisors Rankings in Huntington Beach, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | JMJ Financial - Huntington Beach Branch19671 Beach Blvd Suite 202, Huntington Beach, CA 92648, USA | 5.0★ | 303 |
| #2 | BML Wealth Management2 Park Plaza #800, Irvine, CA 92614, USA | 5.0★ | 115 |
| #3 | Weaver Consulting Group, Financial Advisor & Planner101 Main St Suite 220, Huntington Beach, CA 92648, USA | 4.9★ | 41 |
| #4 | Elite Financial Network Inc7561 Center Ave unit 17, Huntington Beach, CA 92647, USA | 5.0★ | 9 |
| #5 | Edward Jones - Financial Advisor: Ryan T Omoto, AAMS®19900 Beach Blvd Suite I, Huntington Beach, CA 92648, USA | 4.5★ | 2 |
| #6 | Karam Wealth Advisors17011 Beach Blvd 9th floor, Huntington Beach, CA 92647, USA | 5.0★ | 14 |
| #7 | Primerica Financial Services16835 Algonquin St # 209, Huntington Beach, CA 92649, USA | 4.5★ | 2 |
| #8 | CB Investments212 12th St, Huntington Beach, CA 92648, USA | 5.0★ | 30 |
| #9 | James Hendries - LPL Financial7777 Center Ave Unit 120, Huntington Beach, CA 92647, USA | 4.7★ | 13 |
| #10 | Wise Financial Solutions5011 Argosy Ave STE 13, Huntington Beach, CA 92649, USA | 5.0★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Huntington Beach
Exceptional 5.0-star rating from nine Google reviews in Huntington Beach.
7561 Center Ave unit 17, Huntington Beach, CA 92647, USA
4.5 stars from 2 reviews, reflecting strong client satisfaction for this Huntington Beach advisor.
19900 Beach Blvd Suite I, Huntington Beach, CA 92648, USA
Exceptional 5.0-star rating from 14 Google reviews in Huntington Beach.
17011 Beach Blvd 9th floor, Huntington Beach, CA 92647, USA
Rated 4.5 stars from 2 Google reviews for financial guidance in Huntington Beach.
16835 Algonquin St # 209, Huntington Beach, CA 92649, USA
Trusted by locals with a perfect 5.0-star rating from over 30 reviews.
212 12th St, Huntington Beach, CA 92648, USA
Consistently rated 4.7 stars from 13 reviews by local clients in Huntington Beach.
7777 Center Ave Unit 120, Huntington Beach, CA 92647, USA
Exceptional 5.0-star rating from 8 Google reviews for this Huntington Beach financial advisor.
5011 Argosy Ave STE 13, Huntington Beach, CA 92649, USA
Exceptional 5.0-star rating from 7 reviews for financial advising in Huntington Beach.
2134 Main St #195, Huntington Beach, CA 92648, USA
Trusted by clients with a strong 4.8-star rating from 5 reviews.
16531 Bolsa Chica St #250, Huntington Beach, CA 92649, USA
5.0★ from 3 Google reviews, reflecting exceptional client satisfaction in Huntington Beach.
2130 Main St Suite 170, Huntington Beach, CA 92648, USA
Consistently earns a perfect 5.0-star rating from its first few clients.
Huntington Beach, CA 92649, USA
Holds a 3.0-star rating from two Google reviews.
17011 Beach Blvd #101, Huntington Beach, CA 92647, USA
5.0-star rating from 2 reviews, reflecting exceptional client satisfaction.
5011 Argosy Ave, Huntington Beach, CA 92649, USA
Consistently rated 3.0 stars from 2 Google reviews, offering a mixed customer impression.
2134 Main St #240, Huntington Beach, CA 92648, USA
5.0★ from Google reviews, reflecting exceptional client satisfaction in Huntington Beach.
16541 Gothard St # 109, Huntington Beach, CA 92647, USA
A Huntington Beach financial advisor with no customer reviews yet to help guide your choice.
20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648, USA
Huntington Beach financial advisor with no reviews yet; check back for client feedback.
7881 Edinger Ave #120, Huntington Beach, CA 92647, USA
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Financial Advisors in Huntington Beach, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | JMJ Financial - Huntington Beach Branch | 88/100 | 5.0 ★ | 303 |
| 2 | BML Wealth Management | 84/100 | 5.0 ★ | 115 |
| 3 | Weaver Consulting Group, Financial Advisor & Planner | 77/100 | 4.9 ★ | 41 |
| 4 | Elite Financial Network Inc | 71/100 | 5.0 ★ | 9 |
| 5 | Edward Jones - Financial Advisor: Ryan T Omoto, AAMS® | 56/100 | 4.5 ★ | 2 |
| 6 | Karam Wealth Advisors | 73/100 | 5.0 ★ | 14 |
| 7 | Primerica Financial Services | 56/100 | 4.5 ★ | 2 |
| 8 | CB Investments | 77/100 | 5.0 ★ | 30 |
| 9 | James Hendries - LPL Financial | 68/100 | 4.7 ★ | 13 |
| 10 | Wise Financial Solutions | 70/100 | 5.0 ★ | 8 |
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 Huntington Beach
What is a fiduciary financial advisor and why does it matter in Huntington Beach?
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 Huntington Beach, 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 Huntington Beach?
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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