Highest Rated · Santa Ana
Top-Rated Financial Advisors in Santa Ana, CA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Santa Ana, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is ARBOR Financial Group | #1 Mortgage Broker with a 4.9-star rating from 284 Google reviews and an RNM Score of 87/100. Also in the top tier: Falcon Wealth Planning and M&M Wealth Associates. The average rating across all listed financial advisors in Santa Ana is 4.8 stars from 32 reviews per business on average.
Financial advisors in Santa Ana 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
ARBOR Financial Group | #1 Mortgage Broker
ARBOR Financial Group stands out as the top-ranked mortgage broker in Santa Ana, offering specialized expertise in mortgage and financial planning.
Most Reviewed
Edward Jones - Financial Advisor: Trisha M Braunstein
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Santa Ana, consider whether you need mortgage-focused advice or comprehensive financial planning, and always verify credentials and client reviews to match your specific needs.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
32
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a 4.9★ average rating.
1805 E Garry Ave, Santa Ana, CA 92705, USATop-rated Santa Ana financial advisor with 5.0 stars from 79 client reviews.
2030 Main St 13th floor, Irvine, CA 92614, USA5.0 stars from 35 reviews, reflecting exceptional client satisfaction.
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, USAFinancial Advisors Rankings in Santa Ana, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | ARBOR Financial Group | #1 Mortgage Broker1805 E Garry Ave, Santa Ana, CA 92705, USA | 4.9★ | 284 |
| #2 | Falcon Wealth Planning2030 Main St 13th floor, Irvine, CA 92614, USA | 5.0★ | 79 |
| #3 | M&M Wealth Associates2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, USA | 5.0★ | 35 |
| #4 | Financial Connections1801 Park Court Place Building F #104, Santa Ana, CA 92701, USA | 4.9★ | 31 |
| #5 | Financial Advisors Network1432 Edinger Ave #200, Tustin, CA 92780, USA | 4.8★ | 13 |
| #6 | Financial Strategies - Wealth Management Group6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707, USA | 5.0★ | 1 |
| #7 | Scott Eichler - Savvy Advisors - Financial Planner Orange County742 E Chapman Ave, Orange, CA 92866, USA | 5.0★ | 13 |
| #8 | Barlow Linda A2700 N Main St #850, Santa Ana, CA 92705, USA | 4.8★ | 6 |
| #9 | Apex Wealth Management Group1551 N Tustin Ave Suite 195, Santa Ana, CA 92705, USA | 4.0★ | 4 |
| #10 | Chi Luu - Maxwealth Capital2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Santa Ana
A trusted 4.9-star financial advisor with dozens of glowing client reviews.
1801 Park Court Place Building F #104, Santa Ana, CA 92701, USA
4.8 stars from 13 reviews, reflecting strong client satisfaction.
1432 Edinger Ave #200, Tustin, CA 92780, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707, USA
5.0-star rating from 13 Google reviews for a Santa Ana financial advisor.
742 E Chapman Ave, Orange, CA 92866, USA
Trusted Santa Ana financial advisor with a 4.8-star rating from 6 reviews.
2700 N Main St #850, Santa Ana, CA 92705, USA
This advisor has a solid 4.0-star rating based on 4 Google reviews.
1551 N Tustin Ave Suite 195, Santa Ana, CA 92705, USA
Exceptional 5.0-star rating from a small number of client reviews.
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, USA
Exceptional 5.0-star rating based on a handful of Google reviews.
505 N Tustin Ave, Santa Ana, CA 92705, USA
New to Google reviews; no ratings yet from customers in Santa Ana.
400 N Tustin Ave Ste 250, Santa Ana, CA 92705, USA
No reviews yet; check back for client feedback on this Santa Ana financial advisor.
6 Hutton Centre Dr # 1280, Santa Ana, CA 92707, USA
A solid 4.0-star rating based on 3 Google reviews.
2677 N Main St # 1000, Santa Ana, CA 92705, USA
5.0-star rating from 29 Google reviews reflects exceptional client satisfaction.
200 Spectrum Center Dr STE 300, Irvine, CA 92618, USA
Rated 5.0 stars from 28 Google reviews, this trusted Santa Ana advisor excels.
765 The City Dr S Ste 390, Orange, CA 92868, USA
Exceptional 5.0-star rating from 14 reviews in Santa Ana.
20 Pacifica suite 560, Irvine, CA 92618, USA
Consistently rated 5.0 stars from 7 Google reviews in Santa Ana.
2211 Michelson Dr Suite 1150, Irvine, CA 92612, USA
5.0-star rating from a handful of Google reviews for a local Santa Ana advisor.
3621 Harbor Blvd Ste 140, Santa Ana, CA 92704, USA
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Financial Advisors in Santa Ana, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | ARBOR Financial Group | #1 Mortgage Broker | 87/100 | 4.9 ★ | 284 |
| 2 | Falcon Wealth Planning | 82/100 | 5.0 ★ | 79 |
| 3 | M&M Wealth Associates | 78/100 | 5.0 ★ | 35 |
| 4 | Financial Connections | 75/100 | 4.9 ★ | 31 |
| 5 | Financial Advisors Network | 69/100 | 4.8 ★ | 13 |
| 6 | Financial Strategies - Wealth Management Group | 62/100 | 5.0 ★ | 1 |
| 7 | Scott Eichler - Savvy Advisors - Financial Planner Orange County | 73/100 | 5.0 ★ | 13 |
| 8 | Barlow Linda A | 65/100 | 4.8 ★ | 6 |
| 9 | Apex Wealth Management Group | 50/100 | 4.0 ★ | 4 |
| 10 | Chi Luu - Maxwealth Capital | 64/100 | 5.0 ★ | 2 |
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 Santa Ana
What is a fiduciary financial advisor and why does it matter in Santa Ana?
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 Santa Ana, 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 Santa Ana?
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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