Best Financial Advisors in ALISO VIEJO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ALISO VIEJO
WEALTHSPIRE RETIREMENT ADVISORY
ALISO VIEJO, CA · Since 2006
FLEXPATH STRATEGIES
ALISO VIEJO, CA · Since 2015
ANCHOR CAPITAL
ALISO VIEJO, CA · Since 2002
SST BENEFITS CONSULTING
ALISO VIEJO, CA · Since 2017
PRESTON CAPITAL
ALISO VIEJO, CA · Since 2023
ACCELERATE RETIREMENT
ALISO VIEJO, CA · Since 2023
CHALLENGER WEALTH MANAGEMENT
ALISO VIEJO, CA · Since 2024
CLARAPHI ADVISORY NETWORK, LLC
ALISO VIEJO, CA · Since 2014
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in ALISO VIEJO?
The median advisory fee in ALISO VIEJO, CA is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.