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Investment Advisors in Orange, CA: 2026 rankings

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

The short answer

  1. 1

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

  2. 12

    Most-reviewed: Patriot Gold Group, 463 Google reviews at 4.9★, the most of 180 ranked; ranked #12.

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

180 Orange investment advisors are ranked here by RFA Score, from eight published factors. 21 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.9★ across 180 rated firms.

Top 10 investment advisors in Orange 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 Orange at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
11031 Crowdfunding, LLC754.9★ (166)Irvine, 7 mi away—Top score
2New Wealth Advisors Club734.8★ (118)Irvine, 8 mi away——
3Triad Investment Management685.0★ (15)Newport Beach, 9 mi away——
4Corcapa 1031 Advisors674.6★ (11)Costa Mesa, 7 mi awaySat · Sun · Evenings—
5Tidecrest Wealth Management, LLC675.0★ (13)Newport Beach, 12 mi away——
6Perch Wealth675.0★ (31)San Juan Capistrano, 20 mi away——
7Sunstone Management674.7★ (9)Irvine, 8 mi away——
8The Norris Group Hard Money665.0★ (25)Corona, 20 mi away——
9Trading Academy - Irvine664.8★ (456)Irvine, 8 mi awaySat · Sun—
10Wells Fargo Advisors665.0★ (3)Anaheim, 2 mi away——

All 180 investment advisors in Orange, 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 Orange

    #1 1031 Crowdfunding, LLC

    Based in Irvine, 7 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

  4. #4 Corcapa 1031 Advisors

    Based in Costa Mesa, 7 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Sun 7 AM–7 PM
    Address
    650 Town Center Dr #1200, Costa Mesa, CA 92626
    View profile for Corcapa 1031 Advisors(949) 722-1031

  6. #6 Perch Wealth

    Based in San Juan Capistrano, 20 mi away

    67/100RFA Score

    Ranked #6 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

  7. #7 Sunstone Management

    Based in Irvine, 8 mi away

    67/100RFA Score

    Ranked #7 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 Patriot Gold Group

    Based in Seal Beach, 13 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and review volume: 4.9★ from 463 Google reviews, the most in Orange.

    • 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 Aduna Capital

    Based in Yorba Linda, 9 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 12 PM–4:30 PM · Sun closed
    Address
    19921 Calabria Ct, Yorba Linda, CA 92886
    View profile for Aduna Capital(213) 458-3476

  15. #15 GoldRock Metal Exchange

    Based in Newport Beach, 12 mi away

    65/100RFA Score

    Ranked #15 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

  17. #17 Starlit Realty Capital

    Based in Laguna Beach, 18 mi away

    65/100RFA Score

    Ranked #17 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

  18. #18 SaveDaily

    Based in Costa Mesa, 8 mi away

    64/100RFA Score

    Ranked #18 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

  20. #20 Jesus Gonzalez: Primerica

    Based in Anaheim, 3 mi away

    64/100RFA Score

    Ranked #20 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

  22. #22 CFG Investments, Inc.

    Based in Fountain Valley, 7 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

  24. #24 Frome Investments

    Based in Costa Mesa, 8 mi away

    63/100RFA Score

    Ranked #24 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

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

investment advisors in Orange, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors622.3★ (3)12 mi
27Corey Fast - Edelman Financial Engines624.9★ (39)2 mi
28Aros Asset Management625.0★ (6)In Orange
29WCM Investment Management625.0★ (3)18 mi
30Jaci Iannello - Edelman Financial Engines625.0★ (33)2 mi
31Wells Fargo Advisors624.3★ (3)17 mi
32Protect Assets Today625.0★ (3)19 mi
33Crossroads Planning, LLC624.8★ (31)In Orange
34Mosley Wealth Management624.9★ (35)2 mi
35Balboa Financial611.0★ (7)12 mi
36Pure Financial Advisors, LLC615.0★ (45)8 mi
37Compak Asset Management614.2★ (19)9 mi
38Heritage Financial Services615.0★ (112)19 mi
39The Prudent Speculator611.0★ (4)16 mi
40Wells Fargo Advisors612.3★ (3)19 mi
41KPP Financial Inc.604.8★ (36)8 mi
42Pure Financial Advisors, LLC604.8★ (33)7 mi
43Liberty Capital Management605.0★ (4)6 mi
44Selah Portfolios & Planning605.0★ (36)11 mi
45Sidoxia Capital Management, LLC605.0★ (8)12 mi
46Weaver Consulting Group594.9★ (40)12 mi
47StrateFi Wealth Management595.0★ (22)8 mi
48Galici Financial595.0★ (29)11 mi
49Wells Fargo Advisors591.3★ (3)22 mi
50RKB Investments591.0★ (8)19 mi

Also serving Orange

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 Orange
BusinessGoogle ratingDistance
B B Graham & Co3.0★ (2)In Orange
B W & Associates Inc5.0★ (2)In Orange
Cravitz Financial & Insurance Solutions5.0★ (4)In Orange
Crosspoint Planning5.0★ (3)In Orange
Edward Jones - Financial Advisor: Charles Gustafson, CFP®|AAMS®5.0★ (2)In Orange
Edward Jones - Financial Advisor: Matthew Terrones3.0★ (2)In Orange
Guardian Financial Partners5.0★ (15)In Orange
Hutto & Dean Co Inc5.0★ (3)In Orange
Jeff Gielau, ChFC, Retirement Planning5.0★ (4)In Orange
Joshua E. Hernandez - CFEd Certified Financial Educator5.0★ (34)In Orange
Keep It Simple Financial Planning5.0★ (11)In Orange
Life Design Financial & Insurance Services5.0★ (23)In Orange
Marigold Financial Partners5.0★ (3)In Orange
Modern Wealth Design5.0★ (2)In Orange
Scott Eichler - Savvy Advisors - Financial Planner Orange County5.0★ (13)In Orange
Shilling Financial5.0★ (5)In Orange
Sound Financial Services5.0★ (5)In Orange
Sun Cities Financial Group4.0★ (2)In Orange
World Financial Group Inc3.0★ (2)In Orange
Yogi CPA5.0★ (25)In Orange

How we ranked Orange investment advisors

We scored 180 Orange 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 Orange 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 Orange: frequently asked questions

Which investment advisor has the highest RFA Score in Orange?

By RFA Score, the highest-ranked investment advisor in Orange, 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 180 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Orange?

RankedFinancialAdvisors ranks 180 investment advisors serving Orange, CA. 2 of them are based in Orange; 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 Orange work on weekends?

21 of 180 ranked investment advisors post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are Corcapa 1031 Advisors (#4), Trading Academy - Irvine (#9) and Patriot Gold Group (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Orange investment advisors have?

The median Google rating among 180 rated investment advisors in Orange is 4.9★, with a median of 8 reviews. Patriot Gold Group has the most, 463 reviews, and ranks #12. 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 Orange count in this ranking?

Yes, if they are within 25 mi of the Orange 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 Orange 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 Orange 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 Orange

  1. November 2026: RFA Scores recalculated for 180 investment advisors serving Orange.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Orange pages