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Wealth Managers in Santa Ana, CA: 2026 rankings

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

The short answer

  1. 1

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

  2. 6

    Most-reviewed: Falcon Wealth Planning, 296 Google reviews at 4.9★, the most of 139 ranked; ranked #6.

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

139 Santa Ana 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 139 rated firms.

Top 10 wealth managers in Santa Ana 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 Santa Ana at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BML Wealth Management715.0★ (154)Irvine, 5 mi away—Top score
2Falcon Wealth Planning705.0★ (90)Irvine, 4 mi away——
3Modern Wealth Law704.9★ (114)Irvine, 5 mi away——
4New Wealth Advisors Club694.8★ (118)Irvine, 5 mi away——
5M&M Wealth Associates695.0★ (48)Santa AnaEvenings—
6Falcon Wealth Planning694.9★ (296)Ontario, 28 mi away—Most reviews
7OC Wealth Coach675.0★ (29)Tustin, 3 mi away——
8Tax & Wealth Management, LLC674.9★ (57)Cypress, 12 mi away——
9Mosley Wealth Management674.9★ (35)Anaheim, 4 mi away——
10Park Wealth Management674.9★ (90)Del Aire, 21 mi away——

All 139 wealth managers in Santa Ana, 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 Santa Ana

    #1 BML Wealth Management

    Based in Irvine, 5 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 Falcon Wealth Planning

    Based in Irvine, 4 mi away

    70/100RFA Score

    Ranked #2 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

  3. #3 Modern Wealth Law

    Based in Irvine, 5 mi away

    70/100RFA 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

  5. #5 M&M Wealth Associates

    Based in Santa Ana

    69/100RFA Score

    Ranked #5 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

  6. #6 Falcon Wealth Planning

    Based in Ontario, 28 mi away

    69/100RFA 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

  7. #7 OC Wealth Coach

    Based in Tustin, 3 mi away

    67/100RFA Score

    Ranked #7 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

  9. #9 Mosley Wealth Management

    Based in Anaheim, 4 mi away

    67/100RFA Score

    Ranked #9 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

  13. #13 Serenity Wealth Management, Orange County, Trevor McGhie, CFP

    Based in Costa Mesa, 4 mi away

    66/100RFA Score

    Ranked #13 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

  16. #16 G3 Capital Wealth

    Based in Newport Beach, 9 mi away

    65/100RFA Score

    Ranked #16 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

  18. #18 Perch Wealth

    Based in San Juan Capistrano, 18 mi away

    65/100RFA Score

    Ranked #18 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

  22. #22 Karam Wealth Advisors

    Based in Huntington Beach, 7 mi away

    65/100RFA Score

    Ranked #22 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 Evermont Wealth

    Based in Claremont, 26 mi away

    65/100RFA Score

    Ranked #24 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

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

wealth managers in Santa Ana, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26EP Wealth Advisors645.0★ (10)5 mi
27Prescott Tax & Wealth Management644.7★ (42)21 mi
28GoldLine Wealth Management645.0★ (13)9 mi
29Sterling Wealth Partners645.0★ (9)4 mi
30RVW Wealth, LLC645.0★ (82)38 mi
31Nexus Wealth Management, California645.0★ (13)11 mi
32Fourth Point Wealth645.0★ (9)6 mi
33InvestLinc Wealth Services, LLC645.0★ (14)13 mi
34Clearview Wealth Management, LLC645.0★ (11)9 mi
35Resilience Wealth Group645.0★ (10)9 mi
36Gerber Kawasaki Wealth and Investment Management644.6★ (186)40 mi
37MDRN Wealth635.0★ (61)38 mi
38YHC Wealth Management Group635.0★ (7)5 mi
39Irvine Wealth Management635.0★ (10)11 mi
40Wealth Planning by Bob Chitrathorn634.8★ (22)20 mi
41Serenity Wealth Management635.0★ (16)19 mi
42Carl Grande- Wealth Mentor635.0★ (27)27 mi
43Sun Group Wealth Partners635.0★ (5)4 mi
44Homestead Wealth Management635.0★ (25)26 mi
45WealthWise Financial Services635.0★ (8)11 mi
46EFC Wealth Management Firm634.9★ (39)33 mi
47Apex Wealth Management Group634.0★ (4)In Santa Ana
48Grounded Wealth Advisors, LLC635.0★ (30)32 mi
49LA Wealth Management635.0★ (4)4 mi
50Pacific Coast Wealth Management624.6★ (11)14 mi

Also serving Santa Ana

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 Santa Ana
BusinessGoogle ratingDistance
ALLIANCE CARD GROUP : Merchant Services/Credit Card ProcessingIn Santa Ana
Amy Nitao & FFS Associates5.0★ (15)In Santa Ana
Barlow Linda A4.8★ (6)In Santa Ana
D&B Consulting + Accounting, Inc.5.0★ (1)In Santa Ana
Daniel Roberts, MSFSIn Santa Ana
FINANCE AGENTS4.8★ (5)In Santa Ana
Financial Strategies - Wealth Management Group5.0★ (2)In Santa Ana
Institutional Wealth ConsultantsIn Santa Ana
Liberty Capital Management5.0★ (4)In Santa Ana
Linda Le DBA Quantum Legacy (Life Insurance & Retirement Planning)5.0★ (12)In Santa Ana
Melissa To - Morgan Stanley4.4★ (5)In Santa Ana
Morgan Stanley Financial Advisors4.0★ (5)In Santa Ana
Roman Realtors & Financial Services,Inc5.0★ (1)In Santa Ana
Tri-Circle Financial StrategiesIn Santa Ana
U.S. Financial Solutions1.0★ (3)In Santa Ana
Wells Fargo Advisors1.0★ (1)In Santa Ana
Wells Fargo Advisors5.0★ (1)In Santa Ana
Wells Fargo AdvisorsIn Santa Ana
Wells Fargo Advisors Financial NetworkIn Santa Ana
William Stauffer - Morgan Stanley5.0★ (1)In Santa Ana

How we ranked Santa Ana wealth managers

We scored 139 Santa Ana 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 Santa Ana 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 Santa Ana: frequently asked questions

Which wealth manager has the highest RFA Score in Santa Ana?

By RFA Score, the highest-ranked wealth manager in Santa Ana, CA is BML Wealth Management with an RFA Score of 71/100. It has 5.0★ from 154 Google reviews. Falcon Wealth Planning (#2) and Modern Wealth Law (#3) follow. We ranked 139 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Santa Ana?

RankedFinancialAdvisors ranks 139 wealth managers serving Santa Ana, CA. 2 of them are based in Santa Ana; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Santa Ana work on weekends?

16 of 139 ranked wealth managers post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Eric Gallinger - Stratos Wealth Partners (#15) and Karam Wealth Advisors (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Santa Ana wealth managers have?

The median Google rating among 139 rated wealth managers in Santa Ana 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 Santa Ana count in this ranking?

Yes, if they are within 40 mi of the Santa Ana 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 Santa Ana 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 Santa Ana 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 Santa Ana

  1. November 2026: RFA Scores recalculated for 139 wealth managers serving Santa Ana.
  2. November 2026: 3 duplicate listings merged.

More wealth managers and Santa Ana pages