💼 Best Financial Advisors & Mortgage Brokers in California
39 financial advisors & mortgage brokers in California, ranked by Google rating and number of reviews. Featured listings appear first.
Pure Financial Advisors, LLC
Financial Advisors & Mortgage Brokers · San Diego, California
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive, strategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in …
Barrett Financial Group, L.L.C.
Financial Advisors & Mortgage Brokers · San Diego, California
Barrett Financial Group, L.L.C. is a top-rated mortgage broker, proudly serving clients in 49 states and Washington, D.C. We shop 150+ lenders to offer competitive rates for home purchase, refinance, FHA, VA, conventiona…
With the highest level of integrity, Empress Investment Group is committed to financially educating, empowering, and enriching the lives of women and their families by providing them with a solid financial foundation and…
RVW’s evidence-based investment approach is backed by decades of empirical research. Portfolios are designed to seek higher expected returns and are managed by an efficient repeatable process. We are fiduciaries. Our in…
Darrin A. Santos, CFP®-FSI Wealth
Financial Advisors & Mortgage Brokers · San Diego, California
CERTIFIED FINANCIAL PLANNER ™ in Mission Valley with three decades of professional experience. As fiduciaries, we hold ourselves to the highest standard of ethical responsibility, which means that we are committed to act…
One Degree Advisors is a San Diego Financial Advisor firm that provides financial planning, tax planning, investment management, and family legacy planning.
Wealth Management Partners of Los Angeles, Inc.
Financial Advisors & Mortgage Brokers · Encino, California
Alec P. Tuckman, AIF®, ChFC®, CRC®, Fiduciary Wealth Advisor and Certified Retirement Counselor, is licensed in Securities, Insurance and Real Estate. Raised by two economists, he has had 40+ years of education on how mo…
Traction Wealth Management is a fee-only fiduciary financial planning firm established in 2018 in sunny San Diego, California. TWM's Certified Financial Planners offers a comprehensive suite of financial services to clie…
Financial Counseling Center
Financial Advisors & Mortgage Brokers · Los Angeles, California
Financial Counseling Center provides bankruptcy prep and debt counseling services to the Los Angeles, CA area.
WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
Financial Advisors & Mortgage Brokers · Santa Monica, California
Windfall Advisors is an independent RIA (Registered Investment Advisor) providing timely Investment Advice, Management and Financial Planning. Our team specializes in sudden wealth management scenarios, including investm…
Copley Financial Group, Inc. is a local San Diego retirement planning company. We provide legacy and retirement planning solutions to individuals and families that are nearing or already enjoying retirement. Our mission …
EFC Wealth Management Firm
Financial Advisors & Mortgage Brokers · Los Angeles, California
Located at 5777 W Century Blvd #985, Los Angeles, CA 90045, EFC Wealth Management Firm operates as a financial advisor serving Los Angeles in California.
Phil Fiore: CFP® & ChSNC®
Financial Advisors & Mortgage Brokers · Los Angeles, California
"CFP®, CERTIFIED FINANCIAL PLANNER™ professional, cfp in Los Angeles, Financial Advisor Near Me, special needs financial planner Los Angeles, Financial Planner Near Me, Financial Advisor in CA, Financial Planner in CA, C…
Foundry Financial is a wealth management firm serving clients in 30 states. We specialize in helping people retire with confidence
Pacific Sun Financial Corp Los Angeles
Financial Advisors & Mortgage Brokers · Los Angeles, California
Pacific Sun Financial Corp Los Angeles helps people make sense of money so they can live life on their terms. Based in California and guided by decades of experience, the team blends thoughtful financial planning, smart …
At 1031 Capital Advisors, we help real estate owners nationwide complete 1031 exchanges, reduce capital gains taxes, and transition from active landlording into professionally managed passive real estate. We provide guid…
Define Financial is a San Diego Financial Planner and was ranked as the #2 Top Independent Financial Advisor in the U.S. by Investopedia. The firm specializes in helping retirement savers over age 50 reduce their tax bil…
Financial Haus is disrupting the image of the financial services industry by changing the relationship millennials, minority communities, and small business owners have with their money. We provide financial planning and…
Hourly advice for do-it-yourself investors
Tidemark Financial Partners
Financial Advisors & Mortgage Brokers · San Diego, California
We offer years of experience in wealth and income management, tax planning, strategizing for retirement, estate planning strategies and risk management. Our clients are individuals, families and small-business owners fr…
Financial Advisors & Mortgage Brokers by city in California
Other categories in California
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Frequently asked questions
How many financial advisors & mortgage brokers are there in California?
The directory currently lists 39 financial advisors & mortgage brokers in California, updated continuously from Google Maps.
Which financial advisor in California is rated highest?
Weighing rating against review count, Pure Financial Advisors, LLC currently leads with 5.0 out of 5 from 190 reviews.
How is this list ranked?
Featured listings (paid, always labeled) come first; the rest are ordered by a score that balances the average Google rating against the number of reviews, so a 4.8 from 300 reviews outranks a 5.0 from 2.
Can I call these financial advisors & mortgage brokers directly?
Yes. 19 of the 20 listings on this page show a phone number; tap the call button on each card.
What else does California have besides financial advisors & mortgage brokers?
Other well-covered categories in California include Hotels, Staffing & Business Services, Cafes & Coffee Shops, Asian Restaurants; see “Other categories” below.
My business is missing, how do I add it?
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