Skip to content

Financial Advisors in Brea, CA: 2026 rankings

927 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brea: Liberty Debt Relief, RFA Score 74/100; 4.7★ from 1,114 Google reviews; open Saturdays until 4 PM.

  2. 40

    Most-reviewed: Loan Factory - We Dare You to Compare, 1,960 Google reviews at 5.0★, the most of 927 ranked; ranked #40.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

927 Brea financial advisors are ranked here by RFA Score, from eight published factors. 247 open Saturdays and 42 open Sundays, based on posted hours. The median Google rating is 4.7★ across 927 rated firms.

Top 10 financial advisors in Brea at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Brea at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Liberty Debt Relief744.7★ (1,114)Orange, 9 mi awaySat · EveningsTop score
2Secure One Financial Inc734.8★ (1,399)Newport Beach, 18 mi awaySat · Sun · Evenings—
3Boostify Financial Solutions725.0★ (433)Irvine, 16 mi awaySat · Evenings—
4Verified Docu Service724.8★ (600)Irvine, 16 mi away——
5Herbert Financial Group715.0★ (370)Monrovia, 18 mi awaySat—
6Black Inc Tax Services714.8★ (514)East Los Angeles, 16 mi away——
7Lighthouse Financial Services Inc715.0★ (64)Brea——
8Little Saigon Living Trust705.0★ (148)Westminster, 13 mi away——
9Sense Financial Services LLC704.9★ (127)Anaheim, 10 mi away——
10CPA & Insurance694.8★ (111)Diamond Bar, 8 mi awaySat · Evenings—

All 927 financial advisors in Brea, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Brea

    #1 Liberty Debt Relief

    Based in Orange, 9 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 1,114 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 1,114 Google reviews
    Hours
    Mon–Fri 6 AM–9 PM · Sat 7 AM–4 PM · Sun closed
    Address
    333 City Blvd W 17th FL, Orange, CA 92868
    View profile for Liberty Debt Relief(800) 756-8447

  2. #2 Secure One Financial Inc

    Based in Newport Beach, 18 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 1,399 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 1,399 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat–Sun 8 AM–3 PM
    Address
    5000 Birch St W Tower, Suite 3000, Newport Beach, CA 92660
    View profile for Secure One Financial Inc

  4. #4 Verified Docu Service

    Based in Irvine, 16 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 600 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 600 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17875 Von Karman Ave suit 150, Irvine, CA 92614
    View profile for Verified Docu Service(877) 276-4684

  5. #5 Herbert Financial Group

    Based in Monrovia, 18 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 370 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 370 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat 8:30 AM–5 PM · Sun closed
    Address
    635 W Foothill Blvd, Monrovia, CA 91016
    View profile for Herbert Financial Group(818) 213-1388

  6. #6 Black Inc Tax Services

    Based in East Los Angeles, 16 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 514 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 514 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri–Sun closed
    Address
    742 S Atlantic Blvd, East Los Angeles, CA 90022
    View profile for Black Inc Tax Services(323) 263-3399

  10. #10 CPA & Insurance

    Based in Diamond Bar, 8 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 111 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 111 Google reviews
    Hours
    Mon–Tue 9 AM–7 PM · Wed 9 AM–9 PM · Thu–Fri 9 AM–7 PM · Sat 10 AM–2 PM · Sun closed
    Address
    22632 Golden Springs Dr suit 340, Diamond Bar, CA 91765
    View profile for CPA & Insurance(909) 479-9639

  12. #12 Falcon Wealth Planning

    Based in Ontario, 21 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 296 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3400 Inland Empire Blvd Ste 100, Ontario, CA 91764
    View profile for Falcon Wealth Planning(855) 963-2526

  15. #15 BML Wealth Management

    Based in Irvine, 17 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 154 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 154 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Park Plaza #800, Irvine, CA 92614
    View profile for BML Wealth Management(949) 682-9105

  16. #16 Bankers Life

    Based in Irvine, 16 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 141 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 141 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    18022 Cowan Ste 265, Irvine, CA 92614
    View profile for Bankers Life(949) 608-6707

  17. #17 Mutual of Omaha Mortgage

    Based in Irvine, 19 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 276 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 276 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    15231 Laguna Canyon Rd Ste 250, Irvine, CA 92618
    View profile for Mutual of Omaha Mortgage(949) 238-6571

  18. #18 PACIFIC CAPITAL

    Based in Corona, 21 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 216 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 216 Google reviews
    Hours
    Mon–Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1861 California Ave Ste 101, Corona, CA 92881
    View profile for PACIFIC CAPITAL(844) 777-8777

  19. #19 1031 Crowdfunding, LLC

    Based in Irvine, 17 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 166 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 166 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2603 Main St #1050, Irvine, CA 92614
    View profile for 1031 Crowdfunding, LLC(844) 533-1031

  20. #20 Secured Income Group

    Based in Tustin, 12 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 112 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 112 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17592 17th St #100, Tustin, CA 92780
    View profile for Secured Income Group(714) 586-7820

  24. #24 Jesus Gonzalez: Primerica

    Based in Anaheim, 7 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 10 AM–4 PM · Sun closed
    Address
    1475 S State College Blvd Unit 118, Anaheim, CA 92806
    View profile for Jesus Gonzalez: Primerica(714) 284-0202

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 927 ranked financial advisors here; the rest are on their profiles.

financial advisors in Brea, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Verify Debt Solutions684.8★ (157)16 mi
27Rescue One Financial684.9★ (116)16 mi
28Merrill Lynch Financial Advisor David Krake685.0★ (30)In Brea
29Modern Wealth Law684.9★ (114)17 mi
30Edwin Does Taxes674.9★ (92)15 mi
31Tax Law Advocates674.7★ (164)17 mi
32The Financial Architects674.9★ (68)11 mi
33Falcon Wealth Planning675.0★ (90)16 mi
34First Command675.0★ (52)9 mi
35Madsen Financial Coaching675.0★ (26)In Brea
36Paramount Tax & Accounting - Tustin675.0★ (58)12 mi
37New Wealth Advisors Club674.8★ (118)17 mi
38Bharmal & Associates, Inc.674.9★ (94)17 mi
39Ryan Wang675.0★ (22)In Brea
40Loan Factory - We Dare You to Compare675.0★ (1,960)12 mi
41Orange County’s Credit Union - Yorba Linda664.3★ (74)5 mi
42Arbor Wealth Strategies665.0★ (55)13 mi
43Corey Fast - Edelman Financial Engines664.9★ (39)8 mi
44Aragon Lending Team - Trusted Mortgage Pros664.9★ (116)22 mi
45World Financial Group - Team Heroes664.9★ (20)In Brea
46Stan DiLiberto, CPA, CFP , Inc.664.8★ (65)14 mi
47RiseUp Financial Group, LLC664.7★ (99)17 mi
48Jaci Iannello - Edelman Financial Engines665.0★ (33)8 mi
49Global Wealth Insurance Services665.0★ (33)8 mi
50Class XVI664.9★ (99)21 mi

Also serving Brea

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Brea
BusinessGoogle ratingDistance
Axxcess Wealth - Financial Advisor: Kevin ManzoIn Brea
Blunt Wealth Services5.0★ (1)In Brea
Brea Canyon Group - Morgan Stanley5.0★ (1)In Brea
Brea, CA Branch Office - UBS Financial Services Inc.3.5★ (2)In Brea
Brookstreet Securities CorporationIn Brea
Bruce Lien - ThriventIn Brea
Charis Financial, Inc.5.0★ (2)In Brea
Cindy Havenhill Wealth & Risk Managment5.0★ (1)In Brea
Edward Jones1.0★ (1)In Brea
Edward Jones - Financial Advisor: Tirso De Anda5.0★ (1)In Brea
Eric Chang - Prudential FinancialIn Brea
Evoke Wealth Management5.0★ (1)In Brea
Future Finance Network5.0★ (1)In Brea
Jack West - JC West & Associates, Inc.5.0★ (1)In Brea
Merrill Lynch Financial Advisor Bill Liang5.0★ (1)In Brea
Ministry Partners Investment Company, LLC3.0★ (2)In Brea
O C Financial5.0★ (1)In Brea
The Financial ArchitectsIn Brea
Veater Financial Group5.0★ (1)In Brea
World Financial Group - Transamerica Financial Advisor David Lin5.0★ (2)In Brea

How we ranked Brea financial advisors

We scored 927 Brea financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Brea data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Brea: frequently asked questions

Which financial advisor has the highest RFA Score in Brea?

By RFA Score, the highest-ranked financial advisor in Brea, CA is Liberty Debt Relief with an RFA Score of 74/100. It has 4.7★ from 1,114 Google reviews. It is open Saturdays until 4 PM. Secure One Financial Inc (#2) and Boostify Financial Solutions (#3) follow. We ranked 927 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Brea?

RankedFinancialAdvisors ranks 927 financial advisors serving Brea, CA. 6 of them are based in Brea; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Brea work on weekends?

247 of 927 ranked financial advisors post Saturday hours and 42 post Sunday hours. The highest-ranked open Saturdays are Liberty Debt Relief (#1), Secure One Financial Inc (#2) and Boostify Financial Solutions (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brea financial advisors have?

The median Google rating among 927 rated financial advisors in Brea is 4.7★, with a median of 14 reviews. Loan Factory - We Dare You to Compare has the most, 1,960 reviews, and ranks #40. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Brea count in this ranking?

Yes, if they are within 25 mi of the Brea city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Brea ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Brea a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Brea

  1. November 2026: RFA Scores recalculated for 927 financial advisors serving Brea.
  2. November 2026: 22 duplicate listings merged.

More financial advisors and Brea pages