Financial advisors in Brea, CA

101 financial advisors listed in Brea, California. 96 with a phone number and 89 with a website.

Brea accounts for 0% of the financial advisors listed in California and ranks #47 among California cities for financial advisors.

Quick answer

Brea, CA has 101 financial advisors listed on USA Business Search. 96 list a phone number and 89 list a website. The most listings are in ZIP codes 92821.

Updated October 2026

Redeemed Tax and Insurance

411 W Lambert Rd #409, Brea, CA 92821 · Claim or fix

Call (626) 678-0068 Website Map

Jackson Hewitt Tax Service

2595 E Imperial Hwy, Brea, CA 92821 · Claim or fix

Call (562) 661-5300 Website Map

Sierra-Larregui Tax Group

411 W Lambert Rd, Brea, CA 92821 · Claim or fix

Call (714) 332-0000 Website Map

Fidelity Investments

815 E Birch St, Brea, CA 92821 · Claim or fix

Call (800) 526-7251 Website Map

Primerica Financial Services

2923 Saturn St, Brea, CA 92821 · Claim or fix

Call (657) 325-0818 Website Map

Psm Private Wealth Management, Llc.

3 Pointe Dr Ste 111, Brea, CA 92821 · Claim or fix

Call (800) 991-0311 Website Map

Aaron Capital Financial Inc

10 Pointe Dr Ste 100, Brea, CA 92821 · Claim or fix

Website Map

Alba Financial & Investment Services

200 W Imperial Hwy Ste B, Brea, CA 92821 · Claim or fix

Call (714) 784-6087 Website Map

All Media Capital

3070 Saturn St Ste 100, Brea, CA 92821 · Claim or fix

Call (714) 671-4100 Website Map

Ameriprise Financial Advisors

3040 Saturn St Ste 204, Brea, CA 92821 · Claim or fix

Call (714) 646-5188 Website Map

Ameriprise Financial Advisors

1215 W Imperial Hwy Ste 201, Brea, CA 92821 · Claim or fix

Call (714) 680-8304 Website Map

Anchor Financial Group

500 S Kraemer Blvd Ste 255, Brea, CA 92821 · Claim or fix

Website Map

Benjamin Ling - UBS Financial Services Inc.

1 Pointe Dr Ste 140, Brea, CA 92821 · Claim or fix

Call (714) 256-5484 Website Map

Blunt Wealth Services

2601 Saturn St Ste 100, Brea, CA 92821 · Claim or fix

Call (657) 216-2496 Website Map

Borla Inc

2650 E Imperial Hwy Ste 201, Brea, CA 92821 · Claim or fix

Call (714) 572-6090 Website Map

Bracey Tax & Investments, Inc.

3 Pointe Dr Ste 201, Brea, CA 92821 · Claim or fix

Call (562) 902-6560 Map

Brea Canyon Group at Morgan Stanley

10 Pointe Dr, Brea, CA 92821 · Claim or fix

Call (714) 674-4100 Website Map

Bright Advisers

135 S State College Blvd #200, Brea, CA 92821 · Claim or fix

Call (714) 987-2967 Website Map

Brookstreet Securities Corporation

569 Mercury Ln, Brea, CA 92821 · Claim or fix

Call (714) 529-1201 Map

Capstone Pacific Investment Strategies, Inc.

265 S Randolph Ave Ste 240, Brea, CA 92821 · Claim or fix

Call (626) 915-7006 Website Map

Charles Rathmell

10 Pointe Dr Suite 400, Brea, CA 92821 · Claim or fix

Call (714) 674-4147 Website Map

Chris Sciarra

10 Pointe Dr, Brea, CA 92821 · Claim or fix

Call (714) 990-5272 Website Map

Christopher C Cheung - Morgan Stanley

10 Pointe Dr Ste 400, Brea, CA 92821 · Claim or fix

Call (714) 990-5261 Website Map

Cindy Havenhill Wealth & Risk Managment

1 Pointe Dr Ste 240, Brea, CA 92821 · Claim or fix

Call (714) 801-8473 Website Map

ClearFixTax

3 Pointe Dr Ste 308, Brea, CA 92821 · Claim or fix

Call (888) 890-5948 Website Map

Cloud Rush

1 Pointe Dr Ste 530, Brea, CA 92821 · Claim or fix

Call (657) 345-5984 Website Map

Cml Wealth Management 401(k) Profit Sharing Plan

135 S State College Blvd Ste 125, Brea, CA 92821 · Claim or fix

Call (714) 494-2460 Website Map

CMRE Financial Services

3075 E Imperial Hwy, Brea, CA 92821 · Claim or fix

Call (714) 528-3200 Website Map

Cole Insurance & Financial Services

675 Placentia Ave, Brea, CA 92821 · Claim or fix

Call (714) 801-8680 Website Map

Commercial Business Brokers Just Elementary Inc.

550 E Lambert Rd, Brea, CA 92821 · Claim or fix

Call (323) 213-9193 Website Map

Contemporary Retirement Strategies

3000 E Birch St Ste 101, Brea, CA 92821 · Claim or fix

Call (714) 528-8823 Map

Danielle Blunt - Raymond James

2601 Saturn St Ste 100, Brea, CA 92821 · Claim or fix

Call (657) 216-2496 Website Map

Deans & Homer

145 S State College Blvd Ste 175, Brea, CA 92821 · Claim or fix

Call (714) 529-6173 Website Map

Derek Johnson - Morgan Stanley

Ten, Pointe Dr Suite 400, Brea, CA 92821 · Claim or fix

Call (714) 990-5262 Website Map

Des Financial Group

3000 E Birch St Ste 103, Brea, CA 92821 · Claim or fix

Call (714) 572-3620 Map

Eagle Strategies Llc

675 Placentia Ave Ste 250, Brea, CA 92821 · Claim or fix

Call (714) 255-5132 Website Map

Edward Jones - Financial Advisor: Charles Gustafson, CFP®|AAMS®

3230 E Imperial Hwy Ste 175, Brea, CA 92821 · Claim or fix

Call (714) 993-9774 Website Map

Edward Jones - Financial Advisor: Danielle C Blunt

3230 E Imperial Hwy Ste 175, Brea, CA 92821 · Claim or fix

Call (714) 993-9774 Website Map

Edward Jones - Financial Advisor: Taylor R Curtius, AAMS®

3 Pointe Dr Ste 207, Brea, CA 92821 · Claim or fix

Call (714) 674-0245 Website Map

Exmart International

2923 Saturn St, Brea, CA 92821 · Claim or fix

Website Map

Fairmont Capital Inc

3350 E Birch St Ste 206, Brea, CA 92821 · Claim or fix

Call (714) 524-4770 Website Map

Financial Planning Solutions

747 S Brea Blvd Ste 32, Brea, CA 92821 · Claim or fix

Call (714) 255-1886 Website Map

Forrester Financial

210 W Birch St Ste 206, Brea, CA 92821 · Claim or fix

Call (714) 529-7705 Website Map

Future Finance Network

1215 W Imperial Hwy Ste 100a, Brea, CA 92821 · Claim or fix

Call (800) 337-0336 Website Map

Gold Guys

1065 Brea Mall, Brea, CA 92821 · Claim or fix

Call (714) 674-0109 Website Map

Gold West Financial

3020 Saturn St #200, Brea, CA 92821 · Claim or fix

Call (855) 200-0586 Website Map

Gustavo Rivera, CPFA, Financial Advisor at LPL Financial

1 Pointe Dr, Brea, CA 92821 · Claim or fix

Call (714) 383-9981 Map

H&R Block

BREA MARKET PLACE 975 E BIRCH ST STE H, Brea, CA 92821 · Claim or fix

Call (714) 256-4769 Website Map

H&R Block

100 Brea Mall, Brea, CA 92821 · Claim or fix

Call (562) 945-8945 Website Map

Hunter Donaldson

3060 Saturn St Ste 202, Brea, CA 92821 · Claim or fix

Call (562) 902-3800 Website Map

Investlinc Wealth Services, Llc

10 Pointe Dr Ste 150, Brea, CA 92821 · Claim or fix

Call (714) 563-3500 Map

Jack West - Jc West & Associates, Inc.

3 Pointe Dr, Brea, CA 92821 · Claim or fix

Call (714) 332-2918 Website Map

Jillian L Petuskey

3 Pointe Dr Ste 207, Brea, CA 92821 · Claim or fix

Call (714) 674-0245 Website Map

Joshua Labiano - World Financial Group

3350 E Birch St Ste 208a, Brea, CA 92821 · Claim or fix

Call (858) 290-9310 Website Map

Kevin Owen Simon - UBS Financial Services

1 Pointe Dr Ste 140, Brea, CA 92821 · Claim or fix

Call (714) 256-5499 Website Map

Kirby Wealth Management

2601 Saturn St Ste 106, Brea, CA 92821 · Claim or fix

Call (714) 203-8900 Website Map

Legacy Financial Services

3230 E Imperial Hwy Ste 110, Brea, CA 92821 · Claim or fix

Call (714) 993-1171 Website Map

Leo Alam - Prudential Financial

3 Pointe Dr Ste 105, Brea, CA 92821 · Claim or fix

Call (714) 784-5848 Website Map

Lighthouse Financial Services

3070 Saturn St #101, Brea, CA 92821 · Claim or fix

Call (714) 572-8900 Website Map

Lynn Nelson NMLS# 653022

10 Pointe Dr, Brea, CA 92821 · Claim or fix

Call (714) 412-8608 Website Map

Madsen Financial Coaching

3230 E Imperial Hwy #300, Brea, CA 92821 · Claim or fix

Call (657) 341-0185 Website Map

Maven Bridge Capital

3 Pointe Dr, Brea, CA 92821 · Claim or fix

Call (714) 332-2915 Website Map

Merchants Financial Guardian

1215 W Imperial Hwy Ste 105, Brea, CA 92821 · Claim or fix

Call (714) 680-8345 Website Map

Meta Pension Consultants

2375 E Imperial Hwy, Brea, CA 92821 · Claim or fix

Call (657) 373-1288 Website Map

Michael Hardaway

3350 E Birch St, Brea, CA 92821 · Claim or fix

Call (562) 253-8889 Website Map

Ministry Partners Investment Company, Llc

1 Pointe Dr Ste 205, Brea, CA 92821 · Claim or fix

Call (800) 753-6742 Website Map

Mira

3350 E Birch St Ste 200, Brea, CA 92821 · Claim or fix

Call (714) 745-5956 Website Map

Mjd Investment

580 W Lambert Rd Ste E, Brea, CA 92821 · Claim or fix

Call (714) 529-3453 Map

Montage Wealth Advisors

3 Pointe Dr Suite 201, Brea, CA 92821 · Claim or fix

Call (562) 902-6560 Website Map

Montana Investment Group Inc

135 S State College Blvd Ste 200, Brea, CA 92821 · Claim or fix

Call (714) 987-6122 Website Map

Morgan Stanley Smith Barney

10 Pointe Dr Ste 400, Brea, CA 92821 · Claim or fix

Call (714) 674-4100 Website Map

Nazih Yehya- Eagle Strategies Llc

675 Placentia Ave Ste 250, Brea, CA 92821 · Claim or fix

Call (714) 809-0250 Website Map

Optimum Tax Pros

747 S Brea Blvd, Brea, CA 92821 · Claim or fix

Call (714) 462-3432 Website Map

Pathway Payments

595 W Lambert Rd, Brea, CA 92821 · Claim or fix

Call (714) 529-0500 Website Map

Peter Paik CFP, CEPA - UBS Financial Services

1 Pointe Dr Ste 140, Brea, CA 92821 · Claim or fix

Call (714) 256-5477 Website Map

Pram Risk Management & Consultation

711 E Imperial Hwy Ste 100a, Brea, CA 92821 · Claim or fix

Call (714) 904-7850 Map

Pram, Inc.

1 Pointe Dr Ste 120, Brea, CA 92821 · Claim or fix

Call (800) 262-7726 Website Map

Providence Capital Funding

2951 Saturn St Ste E, Brea, CA 92821 · Claim or fix

Call (800) 341-1288 Website Map

Reiter Financial Services

633 S Brea Blvd PMB 104, Brea, CA 92821 · Claim or fix

Call (714) 529-1020 Website Map

Robert C. Gabler - Morgan Stanley

10 Pointe Dr Suite 400, Brea, CA 92821 · Claim or fix

Call (714) 990-5256 Website Map

Rsr Capital Advisors

135 S State College Blvd Ste 200, Brea, CA 92821 · Claim or fix

Call (714) 987-6144 Website Map

Ryan Wang

3350 E Birch St Ste 208a, Brea, CA 92821 · Claim or fix

Call (626) 759-8657 Website Map

S-Woods Tax Preparation Services 714_742_6957

2601 Saturn St, Brea, CA 92821 · Claim or fix

Call (714) 742-6957 Map

Sackett Financial Group

915 W Imperial Hwy, Brea, CA 92821 · Claim or fix

Call (714) 671-9330 Website Map

Secured Retirement Incorporated

275 N Brea Blvd Ste B, Brea, CA 92821 · Claim or fix

Call (714) 256-1070 Website Map

Security Investing Group, Llc

633 S Brea Blvd PMB 101, Brea, CA 92821 · Claim or fix

Website Map

Sevag Haddadian - Morgan Stanley

10 Pointe Dr Ste 400, Brea, CA 92821 · Claim or fix

Call (714) 990-5221 Website Map

Statim llc

Brea, CA 92821 · Claim or fix

Call (714) 582-2714 Website Map

Steven Lee - Raymond James

3 Pointe Dr Ste 102, Brea, CA 92821 · Claim or fix

Call (714) 599-8230 Website Map

Summit Financial & Insurance Services

3 Pointe Dr Ste 301, Brea, CA 92821 · Claim or fix

Website Map

The Crestview Group - Morgan Stanley

10 Pointe Dr Ste 400, Brea, CA 92821 · Claim or fix

Call (714) 674-4100 Website Map

The Mooney Group - Morgan Stanley

10 Pointe Dr Ste 400, Brea, CA 92821 · Claim or fix

Call (714) 674-4120 Website Map

Thn Enterprise Inc

2751 Saturn St, Brea, CA 92821 · Claim or fix

Call (714) 835-2088 Website Map

Thrivent Financial

1215 W Imperial Hwy Ste 102, Brea, CA 92821 · Claim or fix

Call (714) 525-4360 Map

Titan Insurance Services

532 S Brea Blvd, Brea, CA 92821 · Claim or fix

Call (714) 425-4781 Website Map

Travelex

1065 Brea Mall, Brea, CA 92821 · Claim or fix

Call (714) 529-3514 Website Map

UBS Financial Services

1 Pointe Dr, Brea, CA 92821 · Claim or fix

Call (714) 256-5499 Website Map

Wealth Management Strategies

135 S State College Blvd Ste 200, Brea, CA 92821 · Claim or fix

Call (714) 912-4906 Website Map

Western Union

109 W Lambert Rd Ste C, Brea, CA 92821 · Claim or fix

Call (714) 529-9332 Website Map

William Silesky At Massmutual - Greater Pacific

1 Pointe Dr Ste 518, Brea, CA 92821 · Claim or fix

Call (626) 376-1576 Map

World Financial Group

3350 E Birch St Ste 208, Brea, CA 92821 · Claim or fix

Call (714) 924-3750 Map

How to choose a financial advisor in Brea

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Brea, California?

USA Business Search shows 101 financial advisors in Brea. 96 list a phone number and 89 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 92821.

How do I choose a financial advisor in Brea?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Brea compare with the rest of California?

Brea has 0% of the 24,546 financial advisors listed in California, which ranks #47 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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