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Wealth Managers in La Palma, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in La Palma: BML Wealth Management, RFA Score 69/100; 5.0★ from 154 Google reviews.

  2. 6

    Most-reviewed: Falcon Wealth Planning, 296 Google reviews at 4.9★, the most of 149 ranked; ranked #6.

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

149 La Palma wealth managers are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 149 rated firms.

Top 10 wealth managers in La Palma 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 Palma at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BML Wealth Management695.0★ (154)Irvine, 17 mi away—Top score
2Tax & Wealth Management, LLC694.9★ (57)Cypress, 3 mi away——
3Modern Wealth Law684.9★ (114)Irvine, 16 mi away——
4Falcon Wealth Planning685.0★ (90)Irvine, 16 mi away——
5Arbor Wealth Strategies685.0★ (55)Downey, 8 mi away——
6Falcon Wealth Planning684.9★ (296)Ontario, 31 mi away—Most reviews
7New Wealth Advisors Club674.8★ (118)Irvine, 17 mi away——
8Park Wealth Management674.9★ (90)Del Aire, 18 mi away——
9M&M Wealth Associates675.0★ (48)Santa Ana, 12 mi awayEvenings—
10Mosley Wealth Management664.9★ (35)Anaheim, 10 mi away——

All 149 wealth managers in La Palma, 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 Palma

    #1 BML Wealth Management

    Based in Irvine, 17 mi away

    69/100RFA Score

    Ranked #1 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

  3. #3 Modern Wealth Law

    Based in Irvine, 16 mi away

    68/100RFA Score

    Ranked #3 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

  4. #4 Falcon Wealth Planning

    Based in Irvine, 16 mi away

    68/100RFA Score

    Ranked #4 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

  6. #6 Falcon Wealth Planning

    Based in Ontario, 31 mi away

    68/100RFA Score

    Ranked #6 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

  9. #9 M&M Wealth Associates

    Based in Santa Ana, 12 mi away

    67/100RFA 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, 10 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, 26 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

  13. #13 MDRN Wealth

    Based in Venice, 26 mi away

    65/100RFA Score

    Ranked #13 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

  14. #14 OC Wealth Coach

    Based in Tustin, 15 mi away

    65/100RFA Score

    Ranked #14 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 Evermont Wealth

    Based in Claremont, 26 mi away

    64/100RFA Score

    Ranked #18 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

  20. #20 Karam Wealth Advisors

    Based in Huntington Beach, 10 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 8 AM–1 PM · Sun closed
    Address
    17011 Beach Blvd 9th floor, Huntington Beach, CA 92647
    View profile for Karam Wealth Advisors(949) 398-0050

  22. #22 Serenity Wealth Management, Orange County, Trevor McGhie, CFP

    Based in Costa Mesa, 15 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed 8 AM–6 PM · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    555 Anton Blvd Suite 200, Costa Mesa, CA 92626
    View profile for Serenity Wealth Management, Orange County, Trevor McGhie, CFP(949) 785-1535

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

wealth managers in La Palma, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Warren Street Wealth Advisors, LLC645.0★ (29)22 mi
27InvestLinc Wealth Services, LLC645.0★ (14)11 mi
28Carl Grande- Wealth Mentor645.0★ (27)22 mi
29Periscope Wealth Advisors644.8★ (25)18 mi
30EP Wealth Advisors634.8★ (22)18 mi
31G3 Capital Wealth635.0★ (20)19 mi
32Eric Gallinger - Stratos Wealth Partners635.0★ (16)16 mi
33Fortitude Wealth Management635.0★ (19)19 mi
34Homestead Wealth Management635.0★ (25)24 mi
35Modern Wealth Advisors635.0★ (12)14 mi
36Perch Wealth635.0★ (31)30 mi
37Abacus Wealth Partners634.9★ (31)28 mi
38LA Wealth Management634.8★ (20)20 mi
39Advanced Planning Wealth Management Group634.7★ (15)16 mi
40Arens Wealth Partners635.0★ (8)10 mi
41Three Arch Wealth Management635.0★ (17)22 mi
42Tidecrest Wealth Management, LLC625.0★ (13)18 mi
43Strategic Fortune Wealth Management624.7★ (15)17 mi
44Sterling Wealth Partners625.0★ (9)14 mi
45Arise Private Wealth625.0★ (13)19 mi
46Fiducia Wealth Management Investment Advisor Representative Juan Salazar625.0★ (14)21 mi
47Dorsey Wealth Management625.0★ (11)18 mi
48EP Wealth Advisors625.0★ (10)16 mi
49Prescott Tax & Wealth Management624.7★ (42)33 mi
50WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA625.0★ (21)28 mi

Also serving La Palma

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 Palma
BusinessGoogle ratingDistance
Apella Wealth5.0★ (2)7 mi
Auspex CapitalIn La Palma
Bank of America Financial Center2.9★ (74)In La Palma
C&R Wealth Management5.0★ (2)16 mi
Castillo Wealth Management5.0★ (2)5 mi
Cooke Wealth Management, LLC5.0★ (2)16 mi
Dwight Nakata, CPA, CFP(R)In La Palma
Edward Jones - Financial Advisor: Joel Hirchert, AAMS®In La Palma
Edward Jones - Financial Advisor: Julio SandovalIn La Palma
Edward Jones - Financial Advisor: Ken Whittenbury, CFP®5.0★ (3)In La Palma
Financial Strategies - Wealth Management Group5.0★ (2)15 mi
Form Financial5.0★ (1)In La Palma
Grace Wealth Management Group, Inc.5.0★ (2)12 mi
LA Wealth Management5.0★ (2)10 mi
Merrill Lynch Wealth Management3.0★ (2)5 mi
MGM Financial Group Inc5.0★ (3)In La Palma
Modern Wealth Design5.0★ (2)12 mi
Next Chapter Wealth Management5.0★ (2)6 mi
Stumpo Wealth Management Group - UBS Financial Services Inc.5.0★ (2)5 mi
Vanguard Capital Wealth Advisors3.0★ (2)16 mi

How we ranked La Palma wealth managers

We scored 149 La Palma 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 Palma 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 Palma: frequently asked questions

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

By RFA Score, the highest-ranked wealth manager in La Palma, CA is BML Wealth Management with an RFA Score of 69/100. It has 5.0★ from 154 Google reviews. Tax & Wealth Management, LLC (#2) and Modern Wealth Law (#3) follow. We ranked 149 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in La Palma?

RankedFinancialAdvisors ranks 149 wealth managers serving La Palma, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in La Palma work on weekends?

18 of 149 ranked wealth managers post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Wealth Management Partners of Los Angeles, Inc. (#15), Serenity Wealth Management (#17) and Karam Wealth Advisors (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do La Palma wealth managers have?

The median Google rating among 149 rated wealth managers in La Palma is 5.0★, with a median of 8 reviews. Falcon Wealth Planning has the most, 296 reviews, and ranks #6. 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 Palma count in this ranking?

Yes, if they are within 40 mi of the La Palma 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 Palma 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 Palma 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 Palma

  1. November 2026: RFA Scores recalculated for 149 wealth managers serving La Palma.
  2. November 2026: 3 duplicate listings merged.

More wealth managers and La Palma pages