Top financial advisors in Santa Ana, CA
We’ve curated a list of the best financial advisors in Santa Ana, take a look at it below
Find an advisor in Santa Ana| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $224,998,592 | 1 advisors | ||
| 2 | $130,985,955 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Santa Ana, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Santa Ana. 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.
Linda A. Barlow, Cfp
Linda A. Barlow, Cfp is a financial advisory firm based in Santa Ana, California. It currently has approximately $224,998,592 of assets under management and employs about 1 people. Linda A. Barlow, Cfp uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$224,998,592
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60157
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Prosperity Road, LLC
Prosperity Road, LLC is a financial advisory firm based in Santa Ana, California. It currently has approximately $130,985,955 of assets under management and employs about 4 people. Prosperity Road, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$130,985,955
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-118900
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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