Xoa Tax Certified Public Accountants
“They answered all my questions and helped me solve my bookkeeping and tax concerns.”
Best Financial Advisors in Costa Mesa, CA
19 firms listed · all 19 in Costa Mesa · 3 open weekends · 10 rated 4.5+ · 3 show a license
Data verified November 3, 2026
Selah Portfolios & Planning
“From the very beginning, she took the time to understand our goals, our concerns, and where we wanted to go financially, and then built a clear, practical plan to help us get there.”
Rizvi & Rizvi Cpas
“I have had the opportunity to work with Rizvi & Rizvi on several transactions and they are very knowledgeable, proactive and serve their clients with utmost professionalism!”
Modern Wealth Advisors
“And team for taking the time to walk us through all the options in putting together our estate plan.”
Corcapa 1031 Advisors
“He was very knowledgeable about the many nuances of 1031s, DSTs, and UPREITs.”
Caseadvance
“Barbie is absolutely amazing and she is so kind I felt like I was talking to a close friend or family member.”
The 19 firms listed for Costa Mesa, 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: Costa Mesa, CA
All 19 firms we list here are in Costa Mesa itself. We have 21 firms in Costa Mesa on file; this page shows the highest-rated 19. 10 of the firms on this page have a rating, from 4.6 to 5.0 across 152 reviews. 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (2), quickbooks services (2) and tax services (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 33 years. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 18 of the firms on this page; 17 publish a contact page; 13 list a public email and 4 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 Costa Mesa take financial planning bookings online?
4 of the 19 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.
Goodrich, Thomas, Cannon & Reeds
Check Capital Management
“Market volatility can be daunting, but Chris has provided education and perspective, and as a result we have more peace of mind regarding our investments, which have performed well”
Crown Wealth Management
Leisure Capital Management
Wealth Financial Group West
Jamar James
“Great mentor, filled with knowledge and life long experience, definitely a cool guy to hang with.”
Michael A Darany, CFP , EA
Beacon Wealth Team
Stonekimbro
FFG Valuations
Stevens & Ault Financial Services
Fabian Wealth Strategies
Wilmington Trust
Why these companies made our list
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