Osaic Institutions
34yrs
Top advisor by experience in Westminster
Financial advisors in Westminster, CA
Looking for a financial advisor in Westminster, CA? We list 25 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.
25Advisors with offices here
13Median years of experience
12%At fee-only firms
15Firms represented
Largest firms here: J.P. Morgan Securities (6), Merrill (2), LPL Financial (2).
Nearby: Garden Grove, Stanton, Huntington Beach, Fountain Valley, Seal Beach, Los Alamitos, Cypress, Hawaiian Gardens.
Osaic Wealth
34yrs
Top 8% by experience in Westminster
LPL Financial
28yrs
Top 12% by experience in Westminster
Cetera Investment Advisers
20yrs
Top 16% by experience in Westminster
Merrill
20yrs
Top 20% by experience in Westminster
J.P. Morgan Securities
19yrs
Top 21% by experience at J.P. Morgan Securities
State Farm Investment Management
18yrs
More experience than 72% of advisors in Westminster
Osaic Wealth
15yrs
More experience than 68% of advisors in Westminster
J.P. Morgan Securities
15yrs
More experience than 67% of advisors at J.P. Morgan Securities
J.P. Morgan Securities
14yrs
More experience than 65% of advisors at J.P. Morgan Securities
Ellis Investment Partners
14yrs
More experience than 56% of advisors in Westminster
Crimson Investment Managers
13yrs
More experience than 52% of advisors in Westminster
J.P. Morgan Securities
13yrs
More experience than 60% of advisors at J.P. Morgan Securities
United Planners' Financial Services of America a Limited Partner
10yrs
10 years in the industry
J.P. Morgan Securities
10yrs
More experience than 50% of advisors at J.P. Morgan Securities
Merrill
9yrs
9 years in the industry
JHL Investment Firm
8yrs
8 years in the industry
Osaic Institutions
7yrs
7 years in the industry
Rockside Investments
6yrs
6 years in the industry
Equitable Advisors
3yrs
3 years in the industry
Advisor Share Wealth Management
3yrs
3 years in the industry
LPL Financial
2yrs
2 years in the industry
J.P. Morgan Securities
2yrs
2 years in the industry
Cetera Investment Advisers
2yrs
2 years in the industry
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.