UBS Financial Services
46yrs
Top advisor by experience in Brea
Financial advisors in Brea, CA
Looking for a financial advisor in Brea, CA? We list 279 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
279Advisors with offices here
17Median years of experience
1%At fee-only firms
49Firms represented
Largest firms here: Merrill (58), Morgan Stanley (42), Strategic Advisers (25).
Nearby: Placentia, Rowland Heights, Fullerton, Yorba Linda, La Habra, Anaheim, Diamond Bar, Walnut.
UBS Financial Services
45yrs
Top 1% by experience in Brea
UBS Financial Services
45yrs
Top 1% by experience in Brea
Morgan Stanley
45yrs
Top 1% by experience in Brea
LPL Financial
42yrs
Top 2% by experience in Brea
Merrill
42yrs
Top 2% by experience in Brea
Choice Financial & Insurance Services
40yrs
Top 3% by experience in Brea
Morgan Stanley
40yrs
Top 3% by experience in Brea
Merrill
40yrs
Top 3% by experience in Brea
Morgan Stanley
39yrs
Top 4% by experience in Brea
MML Investors Services
39yrs
Top 4% by experience in Brea
Kestra Private Wealth Services
39yrs
Top 4% by experience in Brea
Syndicated Capital
39yrs
Top advisor by experience at Syndicated Capital
Wells Fargo Advisors
39yrs
Top 4% by experience in California
Merrill
38yrs
Top 5% by experience in Brea
Morgan Stanley
38yrs
Top 5% by experience in California
UBS Financial Services
38yrs
Top 5% by experience in California
Morgan Stanley
38yrs
Top 5% by experience in California
Merrill
37yrs
Top 5% by experience in California
Merrill
37yrs
Top 6% by experience in California
LPL Financial
36yrs
Top 6% by experience in California
Ministry Partners Securities
36yrs
Top advisor by experience at Ministry Partners Securities
Merrill
36yrs
Top 6% by experience in California
Osaic Institutions
36yrs
Top 7% by experience in California
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.