Best Financial Advisors in SAN JUAN CAPISTRANO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$319M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in SAN JUAN CAPISTRANO
#1
100
OPTIVEST, INC.
SAN JUAN CAPISTRANO, CA · Since 2008
$319M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
SAN JUAN CAPISTRANO, CA · Since 2024
$380M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100
MILLER FINANCIAL SERVICES, INC.
SAN JUAN CAPISTRANO, CA · Since 2025
$127M AUM1 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 SAN JUAN CAPISTRANO?
The median advisory fee in SAN JUAN CAPISTRANO, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.