Investlinc Wealth Services
“Have provided our family with a clear path to financial freedom through their expertise and meticulous attention to detail in every aspect of our portfolio.”
Best Financial Advisors in Brea, CA
15 firms listed · all 15 in Brea · 2 open weekends · 5 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Focus CPA Group
“But the team resolved things in a professional manner and we are extremely pleased with their services.”
Danielle Blunt - Raymond James
“Danielle and her staff are knowledgeable, friendly, and very good at helping grow and protect your investments.”
Cindy Havenhill Wealth & Risk Managment
“She is so genuine and really cares and does a fantastic job managing our investments.”
Montage Wealth Advisors
Bright Advisers
The 15 firms listed for Brea, 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: Brea, CA
All 15 firms we list here are in Brea itself. 5 of the firms on this page have a rating, and all of them are rated 5.0, across 19 reviews. 2 are open on Saturdays. 1 shows a license on its website and 1 lists staff certifications (CDFA and CEPA). Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 13 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 Brea take financial planning bookings online?
3 of the 15 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.
Anchor Financial Group
World Financial Group - Transamerica Financial Advisor David Lin
“David Lin his goodwill with paperwork to help my brother surrender his insurance policies.”
Maven Bridge Capital
DES Financial Group
Sackett Wealth Advisors
Capstone Pacific Investment Strategies
Secured Retirement
Jack West - JC West & Associates
Ministry Partners Securities
Why these companies made our list
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