Best Financial Advisors in ANAHEIM, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.3B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in ANAHEIM
#1
97
CHATTERTON & ASSOCIATES
ANAHEIM, CA · Since 2004
$1.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
95
RETIREMENTADVICE | JKA
ANAHEIM, CA · Since 2014
$267M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
MOSLEY WEALTH MANAGEMENT, INC.
ANAHEIM, CA · Since 2023
$279M AUM10 clientsFee: 0%
FiduciaryFee-Only
#4
65
CENTAURUS FINANCIAL, INC.
ANAHEIM, CA · Since 1999
$7.3B AUM375 clientsFee: 0%
Broker-Dealer6 complaints
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 ANAHEIM?
The median advisory fee in ANAHEIM, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 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.