Best Financial Advisors in ORANGE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ORANGE
BW & ASSOCIATES, INC.
ORANGE, CA · Since 2016
SECURA FINANCIAL
ORANGE, CA · Since 2018
OPUS PRIVATE WEALTH GROUP, LLC
ORANGE, CA · Since 2025
TABR CAPITAL MANAGEMENT, LLC
ORANGE, CA · Since 2004
GUARDIAN FINANCIAL PARTNERS, LLC
ORANGE, CA · Since 2017
B.B. GRAHAM & COMPANY, INC.
ORANGE, CA · Since 2015
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 ORANGE?
The median advisory fee in ORANGE, CA is 0.95% of assets under management per year, based on Form ADV filings from 6 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.