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Sense Financial Services
“Dmitriy is extremely knowledgeable and made the whole process of opening a solo401k a piece of cake.”
Best Financial Advisors in Anaheim, CA
16 firms listed · all 16 in Anaheim · 1 open weekends · 12 rated 4.5+ · 3 show a license
Data verified October 16, 2026
Pacific International CPA
“It's very helpful having one firm providing both legal and accounting services, I find that to be more efficient and effective.”
Mosley Wealth Management
“I have met with several financial advisors over the years, but none as informative and caring as Tom and his team.”
Ambassador Wealth Management
“I appreciate the time they have spent reviewing all of my options and helping me to make the best decision for me, my company and my employees.”
Carlson Accountancy Corporation
“I now live in Los Angeles and wouldn't think of anyone else to go to for my accounting needs.”
Tellone Financial Services
“I highly recommend a experience it for yourself.”
The 16 firms listed for Anaheim, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Anaheim, CA
All 16 firms we list here are in Anaheim itself. 12 of the firms on this page have a rating, from 4.8 to 5.0 across 187 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. 3 show a license on their websites. 9 have ten or more years of experience, the longest 48 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Anaheim take financial planning bookings online?
3 of the 16 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Periscope Wealth Advisors
“Kevin Campbell is a true professional, very knowledgeable, and presents the information in a straightforward way that makes it easy to understand.”
Chatterton & Associates
“We are very pleased with the representation we've received from Chatterton and Associates.”
Griffin Financial
“I met with Betty and she listened to my concerns and created an annuity plan for me that made sure that I do not lose my original investment due to market downturns and will provide an stable income for me during my retirement.”
Tower Two Advisors
“He consistently keeps me in the loop around new and exciting investment opportunities and always keep me informed with how my money is working for me and what his firm is planning for the future and how it may impact me.”
Diversified Investment Services
“The attention to detail is amazing and the kindness and personal attention the staff show to clients is second to none.”
Benchmark Wealth Management
2E Wealth Management
Vande Bossche Financial Planning and Wealth Management
LPL Financial
“Dino is the most knowledgeable financial person on the planet.”
Slaten Wealth Management
Why these companies made our list
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