Best Financial Advisors in ALISO VIEJO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in ALISO VIEJO
WEALTHSPIRE RETIREMENT ADVISORY
ALISO VIEJO, CA · Since 2006
ANCHOR CAPITAL
ALISO VIEJO, CA · Since 2002
FLEXPATH STRATEGIES
ALISO VIEJO, CA · Since 2015
SST BENEFITS CONSULTING
ALISO VIEJO, CA · Since 2017
ACCELERATE RETIREMENT
ALISO VIEJO, CA · Since 2023
PRESTON CAPITAL
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.