Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Orange is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Orange & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Orange, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in Orange, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Orange, California have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CROWN CAPITAL SECURITIES, L.P. 725 Town & Country Road, Suite 530 Orange, CA, 92868 | 6312 | $1,223,108,240 | 5654 | A Percentage of AUM, Hourly charges, Fixed Fees |
GUARDIAN FINANCIAL PARTNERS, LLC 635 E. Chapman Ave., Orange, CA, 92866 | 287652 | $675,370,269 | 618 | A Percentage of AUM, Fixed Fees |
BW & ASSOCIATES, INC. 3111 N. Tustin Street, Suite 215 Orange, CA, 92865 | 116471 | $442,621,873 | 1268 | A Percentage of AUM |
B.B. GRAHAM & COMPANY, INC. 1700 W. Katella Ave., Orange, CA, 92867 | 41533 | $219,658,899 | 631 | A Percentage of AUM, Hourly charges, Fixed Fees |
SECURA FINANCIAL 333 City Boulevard West,, Suite 2050 Orange, CA, 92868-2944 | 137324 | $206,964,009 | 1007 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
TABR CAPITAL MANAGEMENT, LLC 500 N. State College Blvd, Suite 1320 Orange, CA, 92868 | 129959 | $182,286,710 | 626 | A Percentage of AUM, Fixed Fees |
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