Top financial advisors in Anaheim, CA
We’ve curated a list of the best financial advisors in Anaheim, take a look at it below
Find an advisor in Anaheim| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,680,801,400 | 598 advisors | ||
| 2 | $177,513,665 | 5 advisors | ||
| 3 | $106,912,682 | 6 advisors | ||
| 4 | $23,543,616 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Anaheim, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Anaheim. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Centaurus Financial, Inc.
Centaurus Financial, Inc. is a financial advisory firm based in Anaheim, California. It currently has approximately $1,680,801,400 of assets under management and employs about 598 people. Centaurus Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,680,801,400
Headcount
598 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-56882
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Market Timing Services
Educational Seminars/workshops
Retirementadvice | Jka
Retirementadvice | Jka is a financial advisory firm based in Anaheim, California. It currently has approximately $177,513,665 of assets under management and employs about 5 people. Retirementadvice | Jka uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$177,513,665
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-80313
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Mosley Wealth Management, Inc.
Mosley Wealth Management, Inc. is a financial advisory firm based in Anaheim, California. It currently has approximately $106,912,682 of assets under management and employs about 6 people. Mosley Wealth Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$106,912,682
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-129053
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Zinvest Financial Service LLC
Zinvest Financial Service LLC is a financial advisory firm based in Anaheim, California. It currently has approximately $23,543,616 of assets under management and employs about 3 people. Zinvest Financial Service LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$23,543,616
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-117145
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.