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Best Financial Advisors in Lake Forest, CA
24 firms listed · 8 in Lake Forest · 1 open 24/7 · 6 open weekends · 13 rated 4.5+
Data verified October 17, 2026
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Imagine Financial Services: Financial Advisor
- Meeting
“Marianne is the perfect advisor for me because she not only cares about the hard financial facts (of course) but also is happy to advise on the softer aspects around money, such as lifestyle choices.”
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Zuk Financial Group
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Osaic Wealth
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California Pension Administrators & Consultants
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Brian Ringler Associates
The 24 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 24 firms we list here, 8 are in Lake Forest itself and 16 come from towns including Irvine (7, 6 mi), Laguna Beach (2, 10 mi) and Canyon Lake (2, 24 mi). 13 of the firms on this page have a rating, from 4.5 to 5.0 across 786 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (67%) and quality (65%). 1 is open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3) and retirement planning (3). 2 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers urgent consultations; 4 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?
6 of the 24 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.
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Vail Private Wealth
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Melissa Shaw, CFP
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Augusta Financial
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Prudent Investors
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Torimax Financial Group
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MCF Capital Management
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Advantage Investment Services
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Brian Carruthers and Associates
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Masler & Associates
- Season
- Income Taxes
- Expertise
“As a US citizen living in Australia for over 12 years, its nice to have an international tax accountant respond to your email within 24 hours and provide you with timely advice.”
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Sense Financial Services
- Research
- Website
- IRA
“Dmitriy and Minna were helping me last year with setting up checkbook IRA, even after over a year they are prompt in answering my questions and helping/guiding me with any procedures.”
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Clearbooks CPA
- Sales Tax
- Season
- Savings
“Sugam is very professional, details oriented with broad knowledge and experience and I trust him to do my taxes and consult with him on all my financial matters.”
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Udirect IRA Services
- Custodian
- Fees
- Funds
“Furthermore, they exceeded all the estimated processing times they specified up front, while maintaining continuous communication with me through the whole process.”
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Bharmal & Associates
- Review
- Understand
- Responsive
“Luckily for me, a friend recommended I try Bharmal and Associates - the process wasn't only stress-free and seamless, but ended with me getting a return I wasn't at all expecting.”
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Life Design Financial & Insurance Services
- Advice
- Success
- Questions
“I used to have my portfolio scattered with different financial planners and was concerned that if I passed, my wife, Julie would not know where to begin.”
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Rescue One Financial
- Debt Consolidation
- Information
- Program
“I'm not looking forward to the phone calls I know are coming from my creditors when I stop making payments, but Sarah has assured me this is the "storm before the calm" and it will pass.”
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Alma's Accounting & Tax Services
“Alma is amazing her and staff are very friendly and professional I have gone to her for years I highly recommend Almas Tax Service to everyone she does above and beyond Thank you for all you do”
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Morrison Mediation
- Agreement
- Expertise
- Parties
“I also appreciated how he helped us understand what to expect which is truly helpful in reducing the anxiety that can exist in these delicate situations.”
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SLD Financial
- Educate
- Mentor
- Individuals
“Having the ability to be an independent agent, after going through protocols of finger printing and background checks, I am confident and proud to be part of this business and industry.”
Retirement Planning and Investment Management Services in Lake Forest, CA Cost Estimates
Minimum cost
$1140
Maximum cost
$9685
National Average
$3419
Avg Per Hour Rates
$342
$2279
$6267
Fair price range is based on 494 cost profiles
Why these companies made our list
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