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Wealth Managers in Orange, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Orange: BML Wealth Management, RFA Score 71/100; 5.0★ from 154 Google reviews.

  2. 4

    Most-reviewed: Falcon Wealth Planning, 296 Google reviews at 4.9★, the most of 141 ranked; ranked #4.

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

141 Orange wealth managers are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 141 rated firms.

Top 10 wealth managers 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 wealth managers in Orange at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BML Wealth Management715.0★ (154)Irvine, 8 mi away—Top score
2Modern Wealth Law694.9★ (114)Irvine, 8 mi away——
3Falcon Wealth Planning695.0★ (90)Irvine, 7 mi away——
4Falcon Wealth Planning694.9★ (296)Ontario, 25 mi away—Most reviews
5New Wealth Advisors Club694.8★ (118)Irvine, 8 mi away——
6M&M Wealth Associates685.0★ (48)Santa Ana, 7 mi awayEvenings—
7Mosley Wealth Management674.9★ (35)Anaheim, 2 mi away——
8Park Wealth Management674.9★ (90)Del Aire, 18 mi away——
9OC Wealth Coach675.0★ (29)Tustin, 3 mi away——
10Tax & Wealth Management, LLC674.9★ (57)Cypress, 12 mi away——

All 141 wealth managers 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 BML Wealth Management

    Based in Irvine, 8 mi away

    71/100RFA 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

  2. #2 Modern Wealth Law

    Based in Irvine, 8 mi away

    69/100RFA Score

    Ranked #2 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

  3. #3 Falcon Wealth Planning

    Based in Irvine, 7 mi away

    69/100RFA Score

    Ranked #3 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

  4. #4 Falcon Wealth Planning

    Based in Ontario, 25 mi away

    69/100RFA Score

    Ranked #4 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

  6. #6 M&M Wealth Associates

    Based in Santa Ana, 7 mi away

    68/100RFA Score

    Ranked #6 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

  7. #7 Mosley Wealth Management

    Based in Anaheim, 2 mi away

    67/100RFA Score

    Ranked #7 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

  9. #9 OC Wealth Coach

    Based in Tustin, 3 mi away

    67/100RFA Score

    Ranked #9 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

  14. #14 Serenity Wealth Management, Orange County, Trevor McGhie, CFP

    Based in Costa Mesa, 7 mi away

    65/100RFA Score

    Ranked #14 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

  17. #17 Evermont Wealth

    Based in Claremont, 23 mi away

    65/100RFA Score

    Ranked #17 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

  18. #18 G3 Capital Wealth

    Based in Newport Beach, 12 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    620 Newport Center Dr Suit 1100, Newport Beach, CA 92660
    View profile for G3 Capital Wealth(949) 229-2968

  20. #20 Perch Wealth

    Based in San Juan Capistrano, 20 mi away

    64/100RFA Score

    Ranked #20 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

  23. #23 Karam Wealth Advisors

    Based in Huntington Beach, 9 mi away

    64/100RFA Score

    Ranked #23 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

  24. #24 RVW Wealth, LLC

    Based in Los Angeles, 37 mi away

    64/100RFA Score

    Ranked #24 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

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

wealth managers in Orange, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26InvestLinc Wealth Services, LLC645.0★ (14)10 mi
27Advanced Planning Wealth Management Group644.7★ (15)8 mi
28Prescott Tax & Wealth Management644.7★ (42)23 mi
29Tidecrest Wealth Management, LLC645.0★ (13)12 mi
30EP Wealth Advisors645.0★ (10)8 mi
31Gerber Kawasaki Wealth and Investment Management644.6★ (186)39 mi
32Carl Grande- Wealth Mentor635.0★ (27)24 mi
33Sterling Wealth Partners635.0★ (9)7 mi
34MDRN Wealth635.0★ (61)38 mi
35Nexus Wealth Management, California635.0★ (13)13 mi
36Wealth Planning by Bob Chitrathorn634.8★ (22)18 mi
37Clearview Wealth Management, LLC635.0★ (11)11 mi
38Homestead Wealth Management635.0★ (25)23 mi
39Fourth Point Wealth635.0★ (9)9 mi
40Resilience Wealth Group635.0★ (10)11 mi
41Serenity Wealth Management635.0★ (16)20 mi
42Grounded Wealth Advisors, LLC635.0★ (30)30 mi
43Irvine Wealth Management635.0★ (10)13 mi
44EFC Wealth Management Firm634.9★ (39)32 mi
45YHC Wealth Management Group635.0★ (7)8 mi
46Sun Group Wealth Partners625.0★ (5)6 mi
47WealthWise Financial Services625.0★ (8)12 mi
48Navigoe Wealth Management625.0★ (26)31 mi
49Strand Life Wealth Management625.0★ (23)29 mi
50Strategic Fortune Wealth Management624.7★ (15)20 mi

Also serving Orange

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 Orange
BusinessGoogle ratingDistance
Accurate & Confidential Tax Service5.0★ (16)In Orange
American Consumer Credit Counseling, Inc.5.0★ (536)In Orange
Aros Asset Management5.0★ (6)In Orange
B B Graham & Co3.0★ (2)In Orange
Bank of America (with Drive-thru ATM)2.1★ (89)In Orange
Cravitz Financial & Insurance Solutions5.0★ (4)In Orange
Crosspoint Planning5.0★ (3)In Orange
Crossroads Planning, LLC4.8★ (31)In Orange
Edward Jones - Financial Advisor: Charles Gustafson, CFP®|AAMS®5.0★ (2)In Orange
Financial Partners Credit Union4.2★ (51)In Orange
Guardian Financial Partners5.0★ (15)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
World Financial Group Inc3.0★ (2)In Orange
Yogi CPA5.0★ (25)In Orange

How we ranked Orange wealth managers

We scored 141 Orange 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 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 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 Orange: frequently asked questions

Which wealth manager has the highest RFA Score in Orange?

By RFA Score, the highest-ranked wealth manager in Orange, CA is BML Wealth Management with an RFA Score of 71/100. It has 5.0★ from 154 Google reviews. Modern Wealth Law (#2) and Falcon Wealth Planning (#3) follow. We ranked 141 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Orange?

RankedFinancialAdvisors ranks 141 wealth managers serving Orange, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Orange work on weekends?

16 of 141 ranked wealth managers post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Eric Gallinger - Stratos Wealth Partners (#16) and Karam Wealth Advisors (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Orange wealth managers have?

The median Google rating among 141 rated wealth managers in Orange is 5.0★, with a median of 8 reviews. Falcon Wealth Planning has the most, 296 reviews, and ranks #4. 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 Orange count in this ranking?

Yes, if they are within 40 mi of the Orange 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 Orange 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 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 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 Orange

  1. November 2026: RFA Scores recalculated for 141 wealth managers serving Orange.
  2. November 2026: 3 duplicate listings merged.

More wealth managers and Orange pages