Financial advisors in Dana Point, CA: 2026 report
843 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Dana Point, CA hold 843 ranked entries. Financial advisors have the most, with 382. Among lists with 10 or more ranked, wealth managers have the highest median Google rating: 5.0.
Key numbers for Dana Point
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
843
ranked entries by RFA Score, in 5 specialty lists
4,089
specialty listings serving the city; a firm counts once per specialty
4.8
median of the specialties’ median Google ratings
Advisor specialties in Dana Point, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 382 | 1,729 | 4.8 | 12 |
| Financial planners | 240 | 1,055 | 4.8 | 14 |
| Investment advisors | 108 | 647 | 4.8 | 7 |
| Wealth managers | 94 | 529 | 5.0 | 8 |
| Stockbrokers | 19 | 129 | 4.7 | 4 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Dana Point, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Dana Point, CA: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/dana-point-ca-financial-advisors-2026, data as of November 9, 2026.
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