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Investment Advisors in Placentia, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Placentia: 1031 Crowdfunding, LLC, RFA Score 73/100; 4.9★ from 166 Google reviews.

  2. 6

    Most-reviewed: Patriot Gold Group, 463 Google reviews at 4.9★, the most of 227 ranked; ranked #6.

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

227 Placentia investment advisors are ranked here by RFA Score, from eight published factors. 29 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.8★ across 227 rated firms.

Top 10 investment advisors in Placentia 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 Placentia at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
11031 Crowdfunding, LLC734.9★ (166)Irvine, 13 mi away—Top score
2New Wealth Advisors Club714.8★ (118)Irvine, 14 mi away——
3InveServe Corp684.3★ (248)Alhambra, 21 mi away——
4Triad Investment Management665.0★ (15)Newport Beach, 15 mi away——
5The Norris Group Hard Money665.0★ (25)Corona, 21 mi away——
6Patriot Gold Group654.9★ (463)Seal Beach, 14 mi awaySatMost reviews
7Aduna Capital655.0★ (4)Yorba Linda, 5 mi awaySat—
8Corcapa 1031 Advisors654.6★ (11)Costa Mesa, 12 mi awaySat · Sun · Evenings—
9Tidecrest Wealth Management, LLC655.0★ (13)Newport Beach, 17 mi away——
10Wells Fargo Advisors655.0★ (3)Anaheim, 5 mi away——

All 227 investment advisors in Placentia, 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 Placentia

    #1 1031 Crowdfunding, LLC

    Based in Irvine, 13 mi away

    73/100RFA 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

  3. #3 InveServe Corp

    Based in Alhambra, 21 mi away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.3★ from 248 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 248 Google reviews
    Address
    231 E Bay State St, Alhambra, CA 91801
    View profile for InveServe Corp(626) 458-3435

  6. #6 Patriot Gold Group

    Based in Seal Beach, 14 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and review volume: 4.9★ from 463 Google reviews, the most in Placentia.

    • 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

  7. #7 Aduna Capital

    Based in Yorba Linda, 5 mi away

    65/100RFA Score

    Ranked #7 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

  8. #8 Corcapa 1031 Advisors

    Based in Costa Mesa, 12 mi away

    65/100RFA Score

    Ranked #8 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

  12. #12 Sunstone Management

    Based in Irvine, 14 mi away

    64/100RFA Score

    Ranked #12 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

  13. Based in Ontario, 23 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.0★ from 115 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 115 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    4190 E 4th St, Ontario, CA 91764
    View profile for Navy Federal Credit Union(888) 842-6328

  14. #14 IPX1031: Greg Burns

    Based in Arcadia, 21 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 18 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    127 La Porte St Unit m, Arcadia, CA 91006
    View profile for IPX1031: Greg Burns(626) 233-2773

  18. #18 Jesus Gonzalez: Primerica

    Based in Anaheim, 4 mi away

    63/100RFA Score

    Ranked #18 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

  19. #19 GoldRock Metal Exchange

    Based in Newport Beach, 18 mi away

    63/100RFA Score

    Ranked #19 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

  21. #21 Starlit Realty Capital

    Based in Laguna Beach, 24 mi away

    63/100RFA Score

    Ranked #21 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

  23. #23 BitTrust IRA

    Based in Pasadena, 25 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.5★ from 17 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 17 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    177 E Colorado Blvd #200, Pasadena, CA 91105
    View profile for BitTrust IRA(855) 642-8800

  25. #25 SaveDaily

    Based in Costa Mesa, 13 mi away

    62/100RFA Score

    Ranked #25 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

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

investment advisors in Placentia, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26GreenLake Asset Management LLC624.6★ (10)23 mi
27Euro Pacific Capital Inc623.3★ (4)15 mi
28Isaac Taylor - Thrivent Huntington Group624.4★ (7)20 mi
29CFG Investments, Inc.612.6★ (30)11 mi
30Wells Fargo Advisors612.0★ (3)12 mi
31ROTH Capital Partners614.0★ (4)17 mi
32Wells Fargo Advisors612.3★ (3)13 mi
33Protect Assets Today615.0★ (3)19 mi
34Corey Fast - Edelman Financial Engines614.9★ (39)5 mi
35Jaci Iannello - Edelman Financial Engines615.0★ (33)5 mi
36Frome Investments612.0★ (13)14 mi
37Western & Southern Life613.5★ (8)22 mi
38Mosley Wealth Management614.9★ (35)5 mi
39Check Capital Management614.8★ (19)13 mi
40American Vision Group (American Vision Capital)614.0★ (4)21 mi
41Trust Guru615.0★ (3)21 mi
42Western Asset Management Company603.6★ (10)25 mi
43Merrill Lynch Wealth Management605.0★ (3)22 mi
44Wells Fargo Advisors602.3★ (3)18 mi
45Aros Asset Management605.0★ (6)5 mi
46Crossmarket Capital603.7★ (3)22 mi
47WCM Investment Management605.0★ (3)24 mi
48Lock n Loan Lending605.0★ (113)23 mi
49RKB Investments601.0★ (8)16 mi
50World Financial Group - Team Heroes594.9★ (20)3 mi

Also serving Placentia

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 Placentia
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.6★ (83)In Placentia
Bennett Financial Group1.0★ (1)In Placentia
Capital Markets Co-OpIn Placentia
DLH Capital Management3.0★ (2)2 mi
Edward Jones - Financial Advisor: Charles Gustafson, CFP®|AAMS®5.0★ (2)3 mi
Edward Jones - Financial Advisor: Nate Forrest, CPWA®|RICP®|AAMS®In Placentia
J & N Financial Group, Inc.In Placentia
J K Financial ServicesIn Placentia
Marion Douglas Financial and Insurance ServicesIn Placentia
Merrill Lynch Wealth ManagementIn Placentia
Principal Financial GroupIn Placentia
R.A.I. Wealth Management5.0★ (4)In Placentia
SVL Holding CorporationIn Placentia
Teacher's Retirement ServicesIn Placentia
U.S. Bancorp Advisors - Financial Advisors: Eugene LeeIn Placentia
U.S. Bancorp Advisors - Financial Advisors: PlacentiaIn Placentia
U.S. Bank – Wealth Management Banker: Jeremy KirbisIn Placentia
Wells Fargo Advisors1.0★ (1)In Placentia
Wells Fargo AdvisorsIn Placentia
Zuk & Associates IncIn Placentia

How we ranked Placentia investment advisors

We scored 227 Placentia 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 Placentia 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 Placentia: frequently asked questions

Which investment advisor has the highest RFA Score in Placentia?

By RFA Score, the highest-ranked investment advisor in Placentia, CA is 1031 Crowdfunding, LLC with an RFA Score of 73/100. It has 4.9★ from 166 Google reviews. New Wealth Advisors Club (#2) and InveServe Corp (#3) follow. We ranked 227 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Placentia?

RankedFinancialAdvisors ranks 227 investment advisors serving Placentia, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Placentia work on weekends?

29 of 227 ranked investment advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Patriot Gold Group (#6), Aduna Capital (#7) and Corcapa 1031 Advisors (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Placentia investment advisors have?

The median Google rating among 227 rated investment advisors in Placentia is 4.8★, with a median of 8 reviews. Patriot Gold Group has the most, 463 reviews, and ranks #6. 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 Placentia count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 227 investment advisors serving Placentia.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Placentia pages