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Investment Advisors in Costa Mesa, CA: 2026 rankings

160 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Costa Mesa: 1031 Crowdfunding, LLC, RFA Score 75/100; 4.9★ from 166 Google reviews.

  2. 13

    Most-reviewed: Patriot Gold Group, 463 Google reviews at 4.9★, the most of 160 ranked; ranked #13.

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

160 Costa Mesa investment advisors are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.9★ across 160 rated firms.

Top 10 investment advisors in Costa Mesa 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 investment advisors in Costa Mesa at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
11031 Crowdfunding, LLC754.9★ (166)Irvine, 5 mi away—Top score
2New Wealth Advisors Club744.8★ (118)Irvine, 5 mi away——
3Triad Investment Management695.0★ (15)Newport Beach, 3 mi away——
4Tidecrest Wealth Management, LLC695.0★ (13)Newport Beach, 3 mi away——
5Corcapa 1031 Advisors684.6★ (11)Costa MesaSat · Sun · Evenings—
6Pacific Investment Management Co Llc684.1★ (20)Newport Beach, 3 mi away——
7Perch Wealth685.0★ (31)San Juan Capistrano, 16 mi away——
8GoldRock Metal Exchange675.0★ (6)Newport Beach, 2 mi away——
9Sunstone Management674.7★ (9)Irvine, 4 mi away——
10Trading Academy - Irvine674.8★ (456)Irvine, 5 mi awaySat · Sun—

All 160 investment advisors in Costa Mesa, 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 Costa Mesa

    #1 1031 Crowdfunding, LLC

    Based in Irvine, 5 mi away

    75/100RFA Score

    Ranked #1 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

  7. #7 Perch Wealth

    Based in San Juan Capistrano, 16 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    29122 Rancho Viejo Rd #111, San Juan Capistrano, CA 92675
    View profile for Perch Wealth(855) 378-3443

  8. #8 GoldRock Metal Exchange

    Based in Newport Beach, 2 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    2901 West Coast Hwy Ste 310, Newport Beach, CA 92663
    View profile for GoldRock Metal Exchange(888) 859-0978

  9. #9 Sunstone Management

    Based in Irvine, 4 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.7★ from 9 Google reviews, listed on Google as “Investment company”.

    • 4.7★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    18881 Von Karman Ave #500, Irvine, CA 92612
    View profile for Sunstone Management(949) 771-1764

  12. #12 Starlit Realty Capital

    Based in Laguna Beach, 11 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1278 Glenneyre St #264, Laguna Beach, CA 92651
    View profile for Starlit Realty Capital(949) 844-7270

  13. #13 Patriot Gold Group

    Based in Seal Beach, 13 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and review volume: 4.9★ from 463 Google reviews, the most in Costa Mesa.

    • 4.9★ from 463 Google reviews
    Hours
    Mon–Thu 6:30 AM–5 PM · Fri 7 AM–3 PM · Sat 7 AM–1 PM · Sun closed
    Address
    3010 Old Ranch Pkwy Ste 350, Seal Beach, CA 90740
    View profile for Patriot Gold Group(888) 870-5457

  14. #14 SaveDaily

    Based in Costa Mesa

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    1503 S Coast Dr Ste 330, Costa Mesa, CA 92626
    View profile for SaveDaily(877) 728-3359

  19. #19 Frome Investments

    Based in Costa Mesa

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 2.0★ from 13 Google reviews, listed on Google as “Investment company”.

    • 2.0★ from 13 Google reviews
    Hours
    Mon 9 AM–4:30 PM · Tue–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    151 Kalmus Dr Ste F2, Costa Mesa, CA 92626
    View profile for Frome Investments(714) 641-1130

  22. #22 CFG Investments, Inc.

    Based in Fountain Valley, 5 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.6★ from 30 Google reviews, listed on Google as “Investment service”.

    • 2.6★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    17220 Newhope St #224, Fountain Valley, CA 92708
    View profile for CFG Investments, Inc.(714) 557-1430

  23. #23 Balboa Financial

    Based in Newport Beach, 3 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 1.0★ from 7 Google reviews, listed on Google as “Investment company”.

    • 1.0★ from 7 Google reviews
    Address
    1024 Bayside Dr #234, Newport Beach, CA 92660
    View profile for Balboa Financial(949) 427-2680

Investment 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 160 ranked investment advisors here; the rest are on their profiles.

investment advisors in Costa Mesa, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors632.0★ (3)8 mi
27Selah Portfolios & Planning625.0★ (36)In Costa Mesa
28Compak Asset Management624.2★ (19)3 mi
29Sidoxia Capital Management, LLC625.0★ (8)2 mi
30Heritage Financial Services625.0★ (112)15 mi
31Aduna Capital615.0★ (4)20 mi
32Protect Assets Today615.0★ (3)18 mi
33The Prudent Speculator611.0★ (4)12 mi
34Jesus Gonzalez: Primerica615.0★ (64)12 mi
35Weaver Consulting Group614.9★ (40)5 mi
36KPP Financial Inc.604.8★ (36)5 mi
37Pure Financial Advisors, LLC604.8★ (33)5 mi
38Wells Fargo Advisors601.3★ (3)16 mi
39Via Luce Capital605.0★ (16)In Costa Mesa
40Signature Resources Capital Management, LLC604.2★ (5)3 mi
41StrateFi Wealth Management605.0★ (22)4 mi
42Fortitude Wealth Management605.0★ (19)3 mi
43The Clark Group Asset Management605.0★ (18)18 mi
44Lance Blount - Edelman Financial Engines605.0★ (14)In Costa Mesa
45Galici Financial605.0★ (29)8 mi
46Corey Fast - Edelman Financial Engines594.9★ (39)12 mi
47Warren Street Wealth Advisors, LLC595.0★ (29)10 mi
48Liberty Capital Management595.0★ (4)6 mi
49Creative Planning594.9★ (20)5 mi
50Jaci Iannello - Edelman Financial Engines595.0★ (33)12 mi

Also serving Costa Mesa

20 more investment 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 investment advisors serving Costa Mesa
BusinessGoogle ratingDistance
Alex Lashkari5.0★ (11)In Costa Mesa
Alliance Acceptance Inc2.5★ (31)In Costa Mesa
Bank of America Financial Center2.5★ (102)In Costa Mesa
Blackstar Financial Inc1.0★ (3)In Costa Mesa
CapFirst Financial4.2★ (10)In Costa Mesa
CaseAdvance5.0★ (27)In Costa Mesa
Cash Keeper Financial4.1★ (17)In Costa Mesa
Claremont Financial Group, Inc.4.4★ (5)In Costa Mesa
Crown Wealth Management5.0★ (1)In Costa Mesa
FourthPoint Wealth, A PlanMember Financial Center5.0★ (1)In Costa Mesa
Grace Wealth Management Group, Inc.5.0★ (2)In Costa Mesa
JCAP Financial Group5.0★ (2)In Costa Mesa
LA Wealth Management5.0★ (4)In Costa Mesa
LTC Financial Partners5.0★ (1)In Costa Mesa
Modern Wealth Advisors5.0★ (12)In Costa Mesa
Pacific Business Capital Corporation5.0★ (2)In Costa Mesa
Robert Foley - Raymond James5.0★ (2)In Costa Mesa
Serenity Wealth Management, Orange County, Trevor McGhie, CFP5.0★ (20)In Costa Mesa
Sterling Wealth Partners5.0★ (9)In Costa Mesa
Swift Debt Relief4.5★ (94)In Costa Mesa

How we ranked Costa Mesa investment advisors

We scored 160 Costa Mesa investment 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 Costa Mesa 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Costa Mesa: frequently asked questions

Which investment advisor has the highest RFA Score in Costa Mesa?

By RFA Score, the highest-ranked investment advisor in Costa Mesa, CA is 1031 Crowdfunding, LLC with an RFA Score of 75/100. It has 4.9★ from 166 Google reviews. New Wealth Advisors Club (#2) and Triad Investment Management (#3) follow. We ranked 160 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Costa Mesa?

RankedFinancialAdvisors ranks 160 investment advisors serving Costa Mesa, CA. 7 of them are based in Costa Mesa; 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 investment advisors in Costa Mesa work on weekends?

18 of 160 ranked investment advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Corcapa 1031 Advisors (#5), Trading Academy - Irvine (#10) and Patriot Gold Group (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Costa Mesa investment advisors have?

The median Google rating among 160 rated investment advisors in Costa Mesa is 4.9★, with a median of 8 reviews. Patriot Gold Group has the most, 463 reviews, and ranks #13. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Costa Mesa count in this ranking?

Yes, if they are within 25 mi of the Costa Mesa city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Costa Mesa ranked?

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

How do I check an investment 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 investment advisor in Costa Mesa 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 investment 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 Costa Mesa

  1. November 2026: RFA Scores recalculated for 160 investment advisors serving Costa Mesa.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Costa Mesa pages