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Wealth Managers in La Habra, CA: 2026 rankings

144 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in La Habra: Falcon Wealth Planning, RFA Score 69/100; 4.9★ from 296 Google reviews.

  2. 14

    Most-reviewed: Gerber Kawasaki Wealth and Investment Management, 186 Google reviews at 4.6★, the most of 144 ranked after Falcon Wealth Planning; ranked #14.

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

144 La Habra wealth managers are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 144 rated firms.

Top 10 wealth managers in La Habra 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 wealth managers in La Habra at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Falcon Wealth Planning694.9★ (296)Ontario, 23 mi away—Top score
2BML Wealth Management695.0★ (154)Irvine, 19 mi away——
3Park Wealth Management684.9★ (90)Del Aire, 10 mi away——
4Modern Wealth Law674.9★ (114)Irvine, 19 mi away——
5Falcon Wealth Planning675.0★ (90)Irvine, 18 mi away——
6Arbor Wealth Strategies675.0★ (55)Downey, 11 mi away——
7Tax & Wealth Management, LLC674.9★ (57)Cypress, 10 mi away——
8New Wealth Advisors Club674.8★ (118)Irvine, 19 mi away——
9M&M Wealth Associates665.0★ (48)Santa Ana, 16 mi awayEvenings—
10Mosley Wealth Management664.9★ (35)Anaheim, 9 mi away——

All 144 wealth managers in La Habra, 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 La Habra

    #1 Falcon Wealth Planning

    Based in Ontario, 23 mi away

    69/100RFA Score

    Ranked #1 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

  2. #2 BML Wealth Management

    Based in Irvine, 19 mi away

    69/100RFA Score

    Ranked #2 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

  4. #4 Modern Wealth Law

    Based in Irvine, 19 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 114 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 114 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    2600 Michelson Dr Ste 950, Irvine, CA 92612
    View profile for Modern Wealth Law(949) 371-5003

  5. #5 Falcon Wealth Planning

    Based in Irvine, 18 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 90 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2030 Main St 13th floor, Irvine, CA 92614
    View profile for Falcon Wealth Planning(855) 963-2526

  9. #9 M&M Wealth Associates

    Based in Santa Ana, 16 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    Address
    2900 S Harbor Blvd Ste 225, Santa Ana, CA 92704
    View profile for M&M Wealth Associates(714) 494-9515

  10. #10 Mosley Wealth Management

    Based in Anaheim, 9 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    2401 E Katella Ave #270, Anaheim, CA 92806
    View profile for Mosley Wealth Management(714) 421-4288

  11. #11 RVW Wealth, LLC

    Based in Los Angeles, 28 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    1880 Century Pk E #200, Los Angeles, CA 90067
    View profile for RVW Wealth, LLC(310) 945-4000

  12. #12 Evermont Wealth

    Based in Claremont, 17 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    419 N Yale Ave, Claremont, CA 91711
    View profile for Evermont Wealth(909) 296-7977

  13. #13 OC Wealth Coach

    Based in Tustin, 15 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17742 Irvine Blvd STE 200, Tustin, CA 92780
    View profile for OC Wealth Coach(714) 832-6763

  18. #18 MDRN Wealth

    Based in Venice, 30 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    606 Venice Blvd. Ste 107, Venice, CA 90291
    View profile for MDRN Wealth(310) 307-5523

Wealth managers 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 144 ranked wealth managers here; the rest are on their profiles.

wealth managers in La Habra, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Serenity Wealth Management, Orange County, Trevor McGhie, CFP635.0★ (20)17 mi
27Strategic Fortune Wealth Management634.7★ (15)10 mi
28Karam Wealth Advisors635.0★ (14)15 mi
29VOSBERG WEALTH MANAGEMENT635.0★ (14)15 mi
30Eric Gallinger - Stratos Wealth Partners635.0★ (16)18 mi
31Serenity Wealth Management635.0★ (16)18 mi
32G3 Capital Wealth635.0★ (20)22 mi
33Navigoe Wealth Management635.0★ (26)26 mi
34Strand Life Wealth Management635.0★ (23)24 mi
35Fortitude Wealth Management625.0★ (19)22 mi
36Wealth Planning by Bob Chitrathorn624.8★ (22)22 mi
37Fiducia Wealth Management Investment Advisor Representative Juan Salazar625.0★ (14)18 mi
38Perch Wealth625.0★ (31)31 mi
39WealthArch Investment Services625.0★ (13)18 mi
40Three Arch Wealth Management625.0★ (17)22 mi
41Modern Wealth Advisors625.0★ (12)17 mi
42EP Wealth Advisors624.8★ (22)24 mi
43Advanced Planning Wealth Management Group624.7★ (15)19 mi
44Abacus Wealth Partners624.9★ (31)32 mi
45Prescott Tax & Wealth Management624.7★ (42)34 mi
46Tidecrest Wealth Management, LLC625.0★ (13)22 mi
47EP Wealth Advisors615.0★ (10)18 mi
48R.A.I. Wealth Management615.0★ (4)6 mi
49Sterling Wealth Partners615.0★ (9)17 mi
50LA Wealth Management614.8★ (20)27 mi

Also serving La Habra

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving La Habra
BusinessGoogle ratingDistance
Apella Wealth5.0★ (2)14 mi
Bank of America (with Drive-thru ATM)2.0★ (91)In La Habra
BMO Bank N.A Branches2.7★ (27)In La Habra
Castillo Wealth Management5.0★ (2)13 mi
Chatfield Wealth Management4.5★ (2)11 mi
Financial SnacksIn La Habra
Financial Strategies - Wealth Management Group5.0★ (2)17 mi
Garabedian Wealth Management5.0★ (2)17 mi
Grace Wealth Management Group, Inc.5.0★ (2)16 mi
J & S Real Estate Investments5.0★ (1)In La Habra
Kevin P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)15 mi
Merrill Lynch Wealth Management3.0★ (2)13 mi
Modern Wealth Design5.0★ (2)11 mi
Next Chapter Wealth Management5.0★ (2)14 mi
S S Financial ConsultantsIn La Habra
Sawyer Accounting & Tax5.0★ (18)In La Habra
Stumpo Wealth Management Group - UBS Financial Services Inc.5.0★ (2)13 mi
Vanguard Capital Wealth Advisors3.0★ (2)18 mi
Wells Fargo Advisors5.0★ (1)In La Habra
Wells Fargo AdvisorsIn La Habra

How we ranked La Habra wealth managers

We scored 144 La Habra wealth managers 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 La Habra 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in La Habra: frequently asked questions

Which wealth manager has the highest RFA Score in La Habra?

By RFA Score, the highest-ranked wealth manager in La Habra, CA is Falcon Wealth Planning with an RFA Score of 69/100. It has 4.9★ from 296 Google reviews. BML Wealth Management (#2) and Park Wealth Management (#3) follow. We ranked 144 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in La Habra?

RankedFinancialAdvisors ranks 144 wealth managers serving La Habra, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in La Habra work on weekends?

17 of 144 ranked wealth managers post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Carl Grande- Wealth Mentor (#15), Wealth Management Partners of Los Angeles, Inc. (#17) and Homestead Wealth Management (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do La Habra wealth managers have?

The median Google rating among 144 rated wealth managers in La Habra is 5.0★, with a median of 9 reviews. Falcon Wealth Planning has the most, 296 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside La Habra count in this ranking?

Yes, if they are within 40 mi of the La Habra city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in La Habra ranked?

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

How do I check a wealth manager’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 wealth manager in La Habra 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 wealth managers 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 La Habra

  1. November 2026: RFA Scores recalculated for 144 wealth managers serving La Habra.
  2. November 2026: 3 duplicate listings merged.

More wealth managers and La Habra pages