Financial advisors in Costa Mesa, CA

40 match · page 1 of 2

Alicia Berniard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Andi Kang
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Audrey Johnson
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
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Brent Rupnow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Christiane Tomasi
Financial advisor at Cs Tomasi Wealth Management
Cs Tomasi Wealth Management · $110.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Bougeokles
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Dodgen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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David Stevens
Financial advisor at Spc
Spc · $6.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Esmeralda Almazan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Evelyn Zohlen
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
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Greg Cancino
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Henk Pieters
Financial advisor at Investus Financial
Investus Financial · $72.6M AUM
CFP®VerifiedFinancial planning
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James Curtis
Financial advisor at James Curtis Financial and Insurance Services
James Curtis Financial and Insurance Services · $99.5M AUM
CFP®VerifiedFinancial planning
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James Gilmore
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Bergstrom
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Jared Oren
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jarryd Reyes
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeff Menning
Financial advisor at Rwa Wealth Partners
Rwa Wealth Partners · $19.8B AUM
CFP®VerifiedFinancial planning
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Jeffrey Miller
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Silverman
Financial advisor at Rwa Wealth Partners
Rwa Wealth Partners · $19.8B AUM
CFP®VerifiedFinancial planning
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Karen Chang
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Kristoffer Fu
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
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Kyle Hurt
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
CFP®VerifiedFinancial planning
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Lance Blount
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Margery Neis
Financial advisor at Sovran Advisors, LLC
Sovran Advisors, LLC · $1.87B AUM
CFP®VerifiedFinancial planning
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Mark Prendergast
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maureen Ault
Financial advisor at Spc
Spc · $6.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Joko
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Philip Lang
Financial advisor at Accel Advisors, Inc.
Accel Advisors, Inc. · $5.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Shier
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Costa Mesa, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Costa Mesa, CA.

How this list works

Before you hire an advisor in Costa Mesa, CA