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Anthony Sykes and Company
- Team
- Integrity
- Tax Laws
“Every time we refer someone to Anthony and his team they always come back and Thank you.”
Best Financial Advisors in Santa Ana, CA
24 firms listed · 17 in Santa Ana · 9 open weekends · 13 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Phillips Accountancy Corporation
- Dental
- Questions
“His wise advice and counsel enabled me to develop sound practice principles with a high personal income that eventually allowed me to retire at age 61.”
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Velin & Associates Los Angeles CPA Firm
- Business Tax
- Questions
- Tax Returns
“As a practicing dentist with a lot of expenses and overhead, it's important for me to find someone who is good at communicating and is also efficient and attentive to detail.”
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Rae's
“So glad I made the switch and started going here.”
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Linda Le - First Financial Security
- Questions
“Linda have a the best agency I ever work with , she take time to explain all the questions I have … look out for my future… what ever I need … really appreciate Linda hard work.”
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Kevins7
“Excellent services!!!”
The 24 firms listed for Santa Ana, 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: Santa Ana, CA
Of the 24 firms we list here, 17 are in Santa Ana itself and 7 come from towns including Santa Fe Springs (2, 17 mi), Anaheim Hills (1, 9 mi) and Rancho Santa Margarita (1, 17 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 136 reviews; 13 are rated 4.5 or higher. 9 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and retirement planning (2). 3 show a license on their websites. 20 have ten or more years of experience, the longest 74 years. 3 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 14 list a public email and 2 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 Santa Ana listed here?
17 of the 24 firms are located in Santa Ana. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Golden State Wealth Management
“With everyone I've met, the provide a wealth of knowledge and an expert in the financial world; they will steer you to successful accounts and lifelong partnerships.”
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Debt America
“Their consultant listened to my situation and was quickly able to tell me realistically how this works.”
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Financial Strategies - Wealth Management Group
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Barnett & Company
“I've been working with a firm that was acquired by BCI and I'm happy to say that the quality and professionalism I had come to expect with my longtime CPA has stayed excellent!”
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Main International Group
“I recommend this place great service with beautiful ladies can't go wrong there .”
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Heritage Financial, Ara Malazian, CFP
“He sold me products that suited my finances at his own commission/financial loss.”
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Chi Luu - First Financial Security
“I had the pleasure of working with Chi Luu for my family's insurance and retirement needs, and I couldn't be more satisfied with the level of service I received.”
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Jesus Villalobos
“Great experience I enjoy the employees they are super friendly.”
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Brown Paul Ea Cfp
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Tri-Circle Financial Strategies
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Bache Capital Management
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Pinnacle Group Financial Services
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Heritage Planning Financial Group
“Great people!”
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Merrill Lynch Wealth Management
“Great place”
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Capital Aspects
“He has given me excellent advise in investment causing my portfolio to grow substantially.”
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Asegura Tu Dinero
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Tustin Centre Wealth Advisors
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Institutional Wealth Consultants
Why these companies made our list
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