Best Financial Advisors in ORANGE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$322M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in ORANGE
#1
100
BW & ASSOCIATES, INC.
ORANGE, CA · Since 2016
$693M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
SECURA FINANCIAL
ORANGE, CA · Since 2018
$320M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
100
OPUS PRIVATE WEALTH GROUP, LLC
ORANGE, CA · Since 2025
$128M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
TABR CAPITAL MANAGEMENT, LLC
ORANGE, CA · Since 2004
$241M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
GUARDIAN FINANCIAL PARTNERS, LLC
ORANGE, CA · Since 2017
$912M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
87
B.B. GRAHAM & COMPANY, INC.
ORANGE, CA · Since 2015
$322M AUM32 clientsFee: 0%
Broker-Dealer1 complaint
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 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.