Best Financial Advisors in Lake Forest, CA
15 firms listed · 8 in Lake Forest · 2 open weekends · 8 rated 4.5+ · 3 show a license
Data verified November 3, 2026
Zuk Financial Group
Osaic Wealth
Brian Ringler Associates
California Pension Administrators & Consultants
Melissa Shaw, CFP
The 15 firms listed for Lake Forest, 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: Lake Forest, CA
Of the 15 firms we list here, 8 are in Lake Forest itself and 7 come from Irvine (5, 6 mi), Laguna Hills (1, 5 mi) and Tustin (1, 9 mi). 9 of the firms on this page have a rating, from 3.0 to 5.0 across 497 reviews; 3 have 50 or more reviews and 8 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (4), estate planning (3), financial planning (2), investment management (2) and tax planning (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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 firms listed for Lake Forest take financial planning bookings online?
2 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.
Augusta Financial
Prudent Investors
MCF Capital Management
Masler & Associates
“We have numerous investments, real estate and partnership tax situations which they handle effectively, timely and completely.”
BML Wealth Management
“They helped me stabilize my finances to prepare for retirement, successfully in a Belizean beach home in Orchid Bay.”
Rescue One Financial
“She paused regularly to make sure I was following everything and always asked if I had questions.”
Morrison Mediation
“He was very knowledgeable, patient and understanding during our meetings and quick to reply through emails to answer any questions.”
Kanani Advisory Group
“I've been very happy for all knowledge I could gain from your advice and really will invite all of my friends to visit you for their financial and investment advice.”
Financial Advisors Network
“Not only do they manage money well, but they tie it into your taxes, your budgeting, and so much more.”
Why these companies made our list
What clients say about firms in and near Lake Forest
- “The team at Rescue One Financial were professional, friendly, and made the financial planning process seamless.” — client of Rescue One Financial
- “From financial planning to annual tax preparation, they have consistently provided knowledgeable, reliable, and professional support.” — client of Masler & Associates
- “Financial Advisors Network is an outstanding company providing sound financial planning and guidance for retirement.” — client of Financial Advisors Network
Excerpts from public reviews of the firms listed on this page.
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