Best Financial Advisors in LAKE FOREST, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$516M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in LAKE FOREST
#1
100
BERILIUM
LAKE FOREST, CA · Since 2023
$4M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100
ENDURE CAPITAL, LLC
LAKE FOREST, CA · Since 2025
$107M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
G.W. SHERWOLD ASSOCIATES, INC.
LAKE FOREST, CA · Since 2020
$572M AUM1 clientsFee: 0%
Broker-Dealer
#4
95
PRUDENT INVESTORS
LAKE FOREST, CA · Since 2014
$516M AUM3 clientsFee: 0%
FiduciaryFee-Only
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 LAKE FOREST?
The median advisory fee in LAKE FOREST, 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.