Best Financial Advisors in Fountain Valley, CA
15 firms listed · 5 in Fountain Valley · 1 open 24/7 · 5 open weekends · 10 rated 4.5+
Data verified October 16, 2026
Vantaquest
“We've experienced amazing results to our investments working with professionals of highest integrity over a period of many years and highly recommend Vanta Quest.”
Anthony Arne CPA An Acctncy
Cherie Jones & Associates
“Thanks Cherie for always helping my Mom out and Kelly always delivers an answer for my questions.”
Cobalt Unlimited
Gucci One Financial Services
The 15 firms listed for Fountain Valley, 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: Fountain Valley, CA
Of the 15 firms we list here, 5 are in Fountain Valley itself and 10 come from towns including Irvine (4, 10 mi), Cypress (2, 8 mi) and Huntington Beach (1, 3 mi). 11 of the firms on this page have a rating, from 4.4 to 5.0 across 522 reviews; 5 have 50 or more reviews and 10 are rated 4.5 or higher. 1 is open around the clock; 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are succession planning (3), tax preparation (3), back taxes owed (2), bankruptcy (2) and business valuation (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 42 years. 1 offers urgent consultations; 2 offer payment plans and 3 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 9 publish a contact page; 10 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Fountain Valley listed here?
5 of the 15 firms are located in Fountain Valley. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Asset Planning
Orange County Investment Group
Clearbooks CPA
“He was able to help me with my sales tax filings in multiple states while also providing metrics to help me scale my business.”
Stan Diliberto, Cpa, CFP
“He does a great job and is sincere about doing his best for you.”
Udirect IRA Services
“The laws surrounding SEP IR As are complex and it is great to have such a responsive team on my side!”
Bharmal & Associates
“I was in a search for over a year to find the right CPA for my business and after going through a whole lot of horrific experiences, Ismail & his team are the only ones who are able to support me & my business as if we are there own.”
Life Design Financial & Insurance Services
“Scott does a great job both communicating with his clients as well as listening to their their concerns, and goals.”
Rescue One Financial
“They helped me with an executable plan to conquer my credit card debt and were able to contact my debtors and negotiate huge reductions in balances owed.”
Kim R. Coyle CPA & Associates Orange County CPA
“The owner of our company has used him for both business (Body Crystal Inc) and personal taxes for many years.”
Why these companies made our list
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