Robert A. Owens, CPA
“What a great team and we are so thankful to have a great friendly business relationship with them!”
Best Financial Advisors in Laguna Niguel, CA
15 firms listed · 8 in Laguna Niguel · 2 open weekends · 5 rated 4.5+ · 5 show a license
Data verified October 17, 2026
Krug Financial Services
“I had a lovely experience at this location”
W.i.t. Financial Services - Divorce Knowing Your Options
“Her expertise, guidance, compassion, and professionalism will assist you in this extremely important and stressful time.”
F Komaili Financial Services
Trusted Financial Advisors
“He manages conservatively, honestly, and with the customer's interest as top priority.”
WCM Investment Management
The 15 firms listed for Laguna Niguel, 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: Laguna Niguel, CA
Of the 15 firms we list here, 8 are in Laguna Niguel itself and 7 come from Laguna Beach (5, 3 mi) and Laguna Hills (2, 4 mi). 6 of the firms on this page have a rating, from 4.0 to 5.0 across 20 reviews; 5 are rated 4.5 or higher. 2 are open on Saturdays. 5 show a license on their websites. 12 have ten or more years of experience, the longest 47 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 13 list a public email and 1 takes 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.
Do any financial advisers listed for Laguna Niguel offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Pacific Financial Planners
The Zandbergen Group
Sagent Wealth Management
Platinum 1031 Exchange
Assembly Pointe Financial
JCC Advisors
Dorman Skorheim Wealth Management
Vail Private Wealth
Bart Zandbergen, CFP
Why these companies made our list
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