Falists

California · 14 advisers

Financial Advisors in Santa Ana, California

Looking for a financial advisor in Santa Ana, California? Falists indexes 14 SEC-registered and state-registered investment advisers in Santa Ana — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $239.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

9

Largest AUM

$239.6M

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning7Trusts6Retirement2Institutional6

Top advisors in Santa Ana

Ranked by AUM · Fees, team & specialties at a glance

View all 14 →

LINDA A. BARLOW, CFP

Santa Ana, CA

AUM

$239.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 employees

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

714-953-1232

Full profileNo website

COBB PLANNING GROUP

Santa Ana, CA

AUM

$1.6M

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

714-550-9456

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Santa Ana, California?
14 registered investment advisers are listed in our Santa Ana directory, sourced from public SEC filings.
What types of advisors are in Santa Ana?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Santa Ana?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.