Financial Advisors · Anaheim, CA/Updated June 13, 2026
The 10 Best Financial Advisors in Anaheim, CA
Navigating your financial future is key. Our list highlights the best financial advisors in Anaheim based on real client feedback.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceSense Financial Services LLC
95Score
Latest update · June 13, 2026: Initial ranking published. 10 Anaheim-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In a city like Anaheim, where financial decisions can significantly impact your lifestyle, choosing the right financial advisor is essential. With only 10 providers evaluated and a combined total of 287 reviews, the market here is still taking shape, making it crucial to select wisely.
Leading the pack is Sense Financial Services LLC with an impressive 4.9-star rating from 127 reviews, a stark contrast to the rest of the field, which often has fewer than 50 reviews. This disparity highlights the importance of evaluating not just the star ratings but the volume and context of client feedback.
10financial advisors evaluated in Anaheim
4.75average rating across the field
287customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a stellar rating of 4.9 from 127 reviews, Sense Financial Services LLC is praised for its personalized financial planning and investment strategies.
We evaluated 10 financial advisors in Anaheim based on their Vetted Scores, which consider both customer ratings and the number of reviews. Our methodology ensures that no one pays for placement, and we refresh our rankings monthly to reflect the latest client experiences.
Each advisor was scrutinized for consistency in service quality, responsiveness, and client satisfaction. The rankings aim to provide a transparent view of the best options available in the area, helping you make informed decisions.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a stellar rating of 4.9 from 127 reviews, Sense Financial Services LLC is praised for its personalized financial planning and investment strategies. Clients appreciate the approachable staff and tailored advice. This firm is best for individuals seeking customized financial solutions. However, its popularity may lead to longer wait times for appointments.
Rated 5 stars from 37 reviews, Corey Fast at Edelman Financial Engines is known for providing comprehensive financial advice at competitive rates. Clients highlight his expertise in retirement planning and investment management. This advisor is ideal for those looking for value-driven financial services. On the downside, the limited number of reviews may make some potential clients hesitant.
Pros
Expertise in retirement planning
Competitive pricing
Client-focused approach
Cons
Limited reviews may raise trust issues
Less personalized service due to larger firm structure
With a perfect rating of 5 from 32 reviews, Jaci Iannello offers exceptional financial planning and investment strategies. Clients commend her ability to simplify complex financial concepts and her dedication to client education. She is particularly well-suited for young professionals looking to build wealth. However, her affiliation with a larger firm might limit the personal touch some clients desire.
Pros
Simplifies complex financial concepts
Dedicated to client education
Strong client relationships
Cons
Less personal touch due to larger firm affiliation
With a rating of 4.9 from 35 reviews, Mosley Wealth Management is appreciated for its holistic approach to financial planning. Clients value the in-depth consultations and proactive strategies aimed at wealth growth. This firm is ideal for families looking for comprehensive financial guidance. However, some clients have noted that the services can be pricey.
Pros
Holistic financial planning
In-depth consultations
Proactive wealth strategies
Cons
Higher pricing may not suit all budgets
Limited service options for small accounts
Best forFamilies seeking comprehensive financial guidance
Creative Planning holds a solid rating of 4.9 based on 20 reviews, focusing on customized investment solutions and wealth management. Clients appreciate the tailored strategies and responsiveness to inquiries. This firm is best for individuals looking for personalized investment advice. However, the limited review count may mean trust is still developing.
Periscope Wealth Advisors has a rating of 4.8 from 25 reviews, with clients praising the firm's proactive approach to wealth management. They highlight the emphasis on financial education and long-term planning. This firm is great for those who want to be actively involved in their financial journey. However, the smaller client base may lead to less availability.
Pros
Proactive wealth management
Focus on financial education
Long-term planning
Cons
Smaller client base may limit availability
Less brand recognition
Best forClients wanting active involvement in financial planning
Raymond James holds a perfect rating of 5 from 2 reviews, focusing on tailored investment strategies. Clients appreciate the personalized attention and commitment to achieving their financial goals. This firm is best for individuals seeking tailored investment advice. However, the very limited review count may raise concerns about reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored investment advice. It serves Anaheim, CA, with $200 to $400 per hour pricing, and the honest trade-offs are very limited review base and less comprehensive service offerings.
Griffin Financial has an impressive rating of 5 from a single review, praised for its personalized service and attention to detail. This firm is best for clients looking for a highly individualized approach. However, with only one review, its reliability is still unproven and may deter some potential clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is highly individualized financial advice. It serves Anaheim, CA, with $150 to $300 per hour pricing, and the honest trade-offs are one review raises reliability concerns and limited service offerings.
Edelman Financial Engines has a rating of 4 from 4 reviews, with clients appreciating the firm's comprehensive financial planning services. This firm is suitable for those looking for a variety of financial services under one roof. However, the thin review base suggests that client trust is still developing. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients needing a variety of financial services. It serves Anaheim, CA, with $150 to $300 per hour pricing, and the honest trade-offs are thin review base raises trust issues and less personalized service.
Pros
Comprehensive financial planning
Variety of services offered
Cons
Thin review base raises trust issues
Less personalized service
Best forClients needing a variety of financial services
Edelman Financial Engines has the same rating of 4 from 4 reviews as its counterpart, indicating a focus on comprehensive services. This firm is best for those looking for diverse financial solutions. However, like others in this category, the limited reviews may lead to trust issues. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking diverse financial solutions. It serves Anaheim, CA, with $150 to $300 per hour pricing, and the honest trade-offs are limited reviews may affect trust and less personalized service.
Pros
Diverse financial solutions
Comprehensive approach
Cons
Limited reviews may affect trust
Less personalized service
Best forClients seeking diverse financial solutions
Selecting a financial advisor is a personal process. Here are key considerations to help you find the right fit for your needs.
Review Ratings and Feedback
Look for advisors with high ratings and a substantial number of reviews. This indicates a proven track record and client satisfaction.
Assess Expertise and Services Offered
Consider what specific financial services you need, investment advice, retirement planning, or tax strategies, and ensure the advisor specializes in those areas.
Evaluate Communication Style
Choose an advisor who communicates clearly and makes you feel comfortable discussing your financial goals and concerns.
What it costs
What financial advisors cost in Anaheim
Hourly RateMany advisors charge between $150 to $400 per hour, depending on their experience and the complexity of your financial situation.
Flat FeeSome advisors may offer a flat fee for specific services, ranging from $1,000 to $5,000 for comprehensive financial planning.
Percentage of Assets Under ManagementCommonly, advisors charge 0.5% to 1% of assets under management annually, making it essential to understand how this affects your investment returns.
Retainer FeeA retainer model may cost between $3,000 to $10,000 annually, providing ongoing access to financial advice and services.
Frequently asked questions
How much do financial advisors cost in Anaheim?
Costs can vary widely, but many advisors in Anaheim may charge between $150 to $400 per hour, depending on their experience and the complexity of your financial needs.
What is the average rating for financial advisors in Anaheim?
The average rating among the evaluated financial advisors in Anaheim is around 4.5 stars, with most providers having under 50 reviews, indicating a developing trust in the market.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Anaheim residents: <strong>Sense Financial Services LLC</strong>
Sense Financial Services LLC leads the pack with a strong 4.9-star rating from 127 reviews, demonstrating solid client satisfaction. Following closely is Corey Fast - Edelman Financial Engines, which holds a perfect 5-star rating on 37 reviews, indicating exceptional service, albeit with a smaller client base. Finally, Jaci Iannello - Edelman Financial Engines also earns a 5-star rating from 32 reviews, showcasing reliability. For a well-rounded option with extensive feedback, Sense Financial Services LLC is your best bet.
Cityvetted
