Top advisors in Anaheim
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.
1. Centaurus Financial, Inc.
Assets under management
$1,680,801,400
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
2. Retirementadvice | Jka
Assets under management
$177,513,665
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. Mosley Wealth Management, Inc.
Assets under management
$106,912,682
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
4. Zinvest Financial Service LLC
Assets under management
$23,543,616
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.