Best Financial Advisors in TUSTIN, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$171M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in TUSTIN
#1
89
FINANCIAL ADVISORS NETWORK, INC.
TUSTIN, CA · Since 2012
$1.1B AUM12 clientsFee: 0%
FiduciaryFee-Only
#2
83
21 WEST WEALTH MANAGEMENT LLC
TUSTIN, CA · Since 2025
$129M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
76
RMR CAPITAL MANAGEMENT LLC
TUSTIN, CA · Since 2020
$171M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
76
CROSSPOINT FINANCIAL, LLC
TUSTIN, CA · Since 2022
$157M AUM1 clientsFee: 0%
FiduciaryFee-Only
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 TUSTIN?
The median advisory fee in TUSTIN, 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.