Financial advisors in Santa Ana, CA

212 financial advisors listed in Santa Ana, California. 184 with a phone number and 177 with a website.

Santa Ana accounts for 1% of the financial advisors listed in California and ranks #16 among California cities for financial advisors.

Quick answer

Santa Ana, CA has 212 financial advisors listed on USA Business Search. 184 list a phone number and 177 list a website. The most listings are in ZIP codes 92705, 92701, 92704.

Updated October 2026

Diaz Enterprises Income Tax Service

1919 S Main St, Santa Ana, CA 92707 · Claim or fix

Call (714) 549-1786 Website Map

Amigos Income Tax Services

1212 S Bristol St #11, Santa Ana, CA 92704 · Claim or fix

Call (657) 229-3939 Website Map

Jackson Hewitt Tax Service

3621 W MacArthur Blvd #115, Santa Ana, CA 92704 · Claim or fix

Call (714) 545-5251 Website Map

Santa Ana FCU

800 W Santa Ana Blvd, Santa Ana, CA 92701 · Claim or fix

Call (714) 834-1341 Website Map

Madrid Income Tax Services

117 E St Andrew Pl, Santa Ana, CA 92707 · Claim or fix

Call (714) 546-5050 Website Map

First American Trust

5 First American Way, Santa Ana, CA 92707 · Claim or fix

Call (877) 908-7878 Website Map

5 Estrellas Tax Pro

2710 W Edinger Ave # E, Santa Ana, CA 92704 · Claim or fix

Call (714) 586-9303 Website Map

5 Star Car Title Loans

1435 W 1st St Ste 202, Santa Ana, CA 92703 · Claim or fix

Call (714) 874-9429 Website Map

A&P Tax Services

1126 E 17th St, Santa Ana, CA 92701 · Claim or fix

Call (951) 678-9555 Website Map

A-L Financial Corporation

1551 N Tustin Ave #400, Santa Ana, CA 92705 · Claim or fix

Call (714) 479-1300 Website Map

AA Insurance Center Inc

3425 W 1st St., Santa Ana, CA 92703 · Claim or fix

Call (714) 617-2194 Website Map

Accounting Technology Resources

200 Sandpointe Ave Ste 560, Santa Ana, CA 92707 · Claim or fix

Call (949) 699-1777 Website Map

Aires insurance

2112 E 4th St, Santa Ana, CA 92705 · Claim or fix

Call (714) 486-3212 Map

Alex Caceres

1508 N Main St, Santa Ana, CA 92701 · Claim or fix

Website Map

Alicia's Income Tax

1420 E Edinger Ave, Santa Ana, CA 92705 · Claim or fix

Call (714) 245-0570 Map

All State Gems

3723 S Bristol St, Santa Ana, CA 92704 · Claim or fix

Website Map

ALP Accounting Services

217 N Main St, Santa Ana, CA 92701 · Claim or fix

Call (714) 868-1623 Website Map

Alpha Debt Settlement

1800 E Garry Ave STE 205, Santa Ana, CA 92705 · Claim or fix

Call (844) 982-5742 Website Map

Alpha Income Tax & Financial

206 W 4th St, Santa Ana, CA 92701 · Claim or fix

Call (714) 543-0881 Website Map

Alpha Income Tax & Financial Services

200 W Washington Ave, Santa Ana, CA 92701 · Claim or fix

Call (714) 543-0881 Map

Alpine Group

2880 S Fairview St Ste 101, Santa Ana, CA 92704 · Claim or fix

Call (714) 708-8695 Website Map

Altig- American Income

1801 E Edinger Ave Ste 155, Santa Ana, CA 92705 · Claim or fix

Call (714) 966-2965 Map

Alvarez Tax Service LLC

640 N Tustin Ave, Santa Ana, CA 92705 · Claim or fix

Call (714) 400-9201 Website Map

American Income Life: AO

1801 E Edinger Ave Ste 155, Santa Ana, CA 92705 · Claim or fix

Call (425) 885-2838 Website Map

American Tax Value

1912 N Broadway Ste 205, Santa Ana, CA 92706 · Claim or fix

Call (562) 334-2953 Website Map

Amigos ITIN Center

1212 S Bristol St #11, Santa Ana, CA 92704 · Claim or fix

Call (657) 200-5975 Website Map

Arbitronix Inc

1806 N Broadway, Santa Ana, CA 92706 · Claim or fix

Website Map

Arellano's Tax Experts

315 E 1st St, Santa Ana, CA 92701 · Claim or fix

Call (657) 235-0203 Map

Art of Tax

505 N Tustin Ave, Santa Ana, CA 92705 · Claim or fix

Call (833) 540-1040 Website Map

Art's Income Tax

926 S Main St, Santa Ana, CA 92701 · Claim or fix

Call (714) 541-9201 Website Map

Asset Liquidation Group

3941 S Bristol St # D182, Santa Ana, CA 92704 · Claim or fix

Website Map

Auto Latino Insurance Agency

2803 Westminster Ave #101, Santa Ana, CA 92706 · Claim or fix

Call (714) 790-9892 Website Map

Av Investment & Consultant Group

1926 W 17th St, Santa Ana, CA 92706 · Claim or fix

Call (714) 749-8889 Website Map

Ayzar Inc.

1524 Brookhollow Dr Ste B, Santa Ana, CA 92705 · Claim or fix

Call (714) 662-2799 Website Map

B T Income Tax Services

1651 E Edinger Ave #109, Santa Ana, CA 92705 · Claim or fix

Call (714) 648-0123 Website Map

BackBone Payments Inc.

2770 S Harbor Blvd, Santa Ana, CA 92704 · Claim or fix

Call (800) 949-3453 Website Map

Bay Equity Santa Ana

1651 E 4th St Ste 115, Santa Ana, CA 92701 · Claim or fix

Call (714) 602-4788 Website Map

Beach Business Services Inc

2750 S Harbor Blvd, Santa Ana, CA 92704 · Claim or fix

Call (714) 435-1040 Website Map

Benny Nguy First Financial Security

2900 S Harbor Blvd Ste 225, Santa Ana, CA 92704 · Claim or fix

Call (657) 341-9683 Website Map

Bettys multiservices

310 W 4th St, Santa Ana, CA 92701 · Claim or fix

Call (714) 326-3007 Map

Business Tradelines

6 Hutton Centre Dr Fl 6, Santa Ana, CA 92707 · Claim or fix

Call (866) 770-5757 Website Map

California Insurance Specialists

400 N Tustin Ave Ste 425, Santa Ana, CA 92705 · Claim or fix

Call (714) 340-1009 Website Map

Camino Income Tax & Services

817 N Broadway, Santa Ana, CA 92701 · Claim or fix

Call (714) 927-3677 Website Map

Capital Alliance

1950 E 17th St Ste 300, Santa Ana, CA 92705 · Claim or fix

Call (714) 252-4102 Website Map

Carolina's Income Tax Insurance Services

2030 E 4th St Ste G-152, Santa Ana, CA 92705 · Claim or fix

Call (714) 401-1590 Map

Casa Latino Express

506 W 17th St, Santa Ana, CA 92706 · Claim or fix

Call (714) 972-8060 Map

Cash For Gold Tustin

2001 E 4th St Ste 112, Santa Ana, CA 92705 · Claim or fix

Call (714) 656-4145 Map

Castillo's Income Tax

1641 17th St Unit A, Santa Ana, CA 92705 · Claim or fix

Call (714) 552-6278 Map

Challenge Financial Services

2020 E 1st St, Santa Ana, CA 92705 · Claim or fix

Call (714) 541-3627 Website Map

Cisco Credit Services

3941 S Bristol St Ste 330, Santa Ana, CA 92704 · Claim or fix

Call (877) 489-6362 Map

Citadel Equipment Finance

930 W 17th St, Santa Ana, CA 92706 · Claim or fix

Call (714) 953-8508 Map

Clearpoint Credit Counseling Solutions

1651 E 4th St Ste 105, Santa Ana, CA 92701 · Claim or fix

Call (714) 836-5088 Website Map

Coinme

1720 S Main St, Santa Ana, CA 92707 · Claim or fix

Website Map

Coinme

2009 W 1st St, Santa Ana, CA 92703 · Claim or fix

Website Map

Colony West

201 Sandpointe Ave Ste 360, Santa Ana, CA 92707 · Claim or fix

Call (714) 542-4870 Website Map

Confia Financial Services

2521 W McFadden Ave, Santa Ana, CA 92704 · Claim or fix

Call (714) 541-4356 Website Map

Continental Currency Services

2222 S Bristol St Suite F, Santa Ana, CA 92704 · Claim or fix

Call (714) 540-5001 Website Map

Conway Investment Partners

601 Parkcenter Dr, Santa Ana, CA 92705 · Claim or fix

Call (714) 450-2094 Website Map

Currency Exchange International

2800 N Main St, Santa Ana, CA 92705 · Claim or fix

Call (714) 245-4400 Website Map

Daniel Roberts, Msfs

603 Parkcenter Dr, Santa Ana, CA 92705 · Claim or fix

Website Map

Debt Free Nation

5 Hutton Centre Dr Ste 710, Santa Ana, CA 92707 · Claim or fix

Call (888) 316-2314 Map

Dolex Dollar Express

1623 W 17th St, Santa Ana, CA 92706 · Claim or fix

Call (714) 558-1491 Website Map

DolEx Dollar Express, Inc.

3839 W 1st St, Santa Ana, CA 92703 · Claim or fix

Call (714) 554-2498 Website Map

E Card Technology

2750 S Harbor Blvd, Santa Ana, CA 92704 · Claim or fix

Call (714) 436-1222 Map

E Mortgage Capital

939 E Santa Ana blvd, Santa Ana, CA 92701 · Claim or fix

Call (855) 569-3700 Website Map

E Mortgage Capital, Inc.

1800 E Garry Ave Ste 112, Santa Ana, CA 92705 · Claim or fix

Call (949) 939-3029 Map

Early IRS Tax Relief

3650 S Bristol St, Santa Ana, CA 92704 · Claim or fix

Call (657) 999-3078 Map

Ed Perez - Morgan Stanley

2677 N Main St Fl 10, Santa Ana, CA 92705 · Claim or fix

Call (714) 648-3527 Website Map

Edward Jones - Financial Advisor: Bryan L Green, AAMS®

2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 · Claim or fix

Call (714) 543-9632 Website Map

Edward Jones - Financial Advisor: Christian A Nitu

2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 · Claim or fix

Call (714) 543-9632 Website Map

Edward Jones - Financial Advisor: Derick M Roberts

2223 E Wellington Ave Ste 310, Santa Ana, CA 92701 · Claim or fix

Call (714) 543-9632 Website Map

Edward Jones - Financial Advisor: Jared R Dahline

3621 S Harbor Blvd Ste 140, Santa Ana, CA 92704 · Claim or fix

Call (949) 631-7491 Website Map

Enrollment Service Center Llc

2112 E 4th St Ste 230, Santa Ana, CA 92705 · Claim or fix

Call (949) 201-2368 Map

Equity Point Llc

2932 Daimler St, Santa Ana, CA 92705 · Claim or fix

Website Map

ESM Financial Services

1450 N Tustin Ave Ste 208, Santa Ana, CA 92705 · Claim or fix

Call (714) 988-3815 Website Map

Esquivel Financial Services

2677 N Main St Ste 825, Santa Ana, CA 92705 · Claim or fix

Website Map

EZ-Box

1415 17th St #280, Santa Ana, CA 92705 · Claim or fix

Call (714) 947-1421 Website Map

Fidelity Pandemic Relief Services

1231 E Warner Ave, Santa Ana, CA 92705 · Claim or fix

Call (657) 331-2311 Website Map

Financial Connections

1801 Park Court Place Building F #104, Santa Ana, CA 92701 · Claim or fix

Call (714) 543-7884 Website Map

Financial Solutions Plus

1231 E Dyer Rd, Santa Ana, CA 92705 · Claim or fix

Call (714) 668-9973 Website Map

First Financial Security-Amy Nitao and Associates

2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704 · Claim or fix

Call (714) 363-6949 Website Map

First Forza Funding

4 Hutton Centre Dr Ste 220, Santa Ana, CA 92707 · Claim or fix

Website Map

Fresh Tax Solutions

201 Sandpointe Ave, Santa Ana, CA 92707 · Claim or fix

Call (866) 269-4545 Website Map

Fundamerica Mortgage Company / Realty Options Plus Inc

820 N Parton St, Santa Ana, CA 92701 · Claim or fix

Website Map

GA Income Tax in Santa Ana, CA

1633 E 4th St Ste 106, Santa Ana, CA 92701 · Claim or fix

Call (714) 808-9332 Website Map

Gama Income Tax and Office Services

2330 W Edinger Ave # D, Santa Ana, CA 92704 · Claim or fix

Call (714) 708-3076 Website Map

Garibay Tax Services

1002 E 17th St, Santa Ana, CA 92701 · Claim or fix

Call (714) 245-9737 Website Map

George Teats CPA

540 N Golden Cir Dr #206, Santa Ana, CA 92705 · Claim or fix

Call (714) 835-3327 Website Map

Golden State Wealth Management

201 Sandpointe Ave Ste 460, Santa Ana, CA 92707 · Claim or fix

Call (866) 273-1563 Website Map

Guzman Tax Service

1740 W Edinger Ave, Santa Ana, CA 92704 · Claim or fix

Call (714) 979-5034 Website Map

H&R Block

1412 S Bristol St, Santa Ana, CA 92704 · Claim or fix

Call (714) 668-1158 Website Map

H&R Block

3839 W FIRST ST STE B10, Santa Ana, CA 92703 · Claim or fix

Call (714) 554-1991 Website Map

H&R Block

1109 N Broadway, Santa Ana, CA 92701 · Claim or fix

Call (714) 830-8137 Website Map

H&R Block

3338 S Bristol St, Santa Ana, CA 92704 · Claim or fix

Call (714) 557-8171 Website Map

H&R Block

2150 N Tustin Ave, Santa Ana, CA 92705 · Claim or fix

Call (714) 836-1371 Website Map

H&R Block

1077 W 17TH ST STE A, Santa Ana, CA 92706 · Claim or fix

Call (714) 543-8990 Website Map

H&R Block

1313 W 17th St, Santa Ana, CA 92706 · Claim or fix

Call (714) 541-3584 Website Map

H.O.P.E. Through Affordable Legal Services

1850 E 17th St Ste 214, Santa Ana, CA 92705 · Claim or fix

Call (909) 285-4673 Website Map

Heredia Income Tax Services

1420 E Edinger Ave, Santa Ana, CA 92705 · Claim or fix

Call (714) 979-3552 Map

Heritage Planning Financial Group, Inc.

600 N Tustin Ave Ste 120, Santa Ana, CA 92705 · Claim or fix

Call (714) 836-5055 Website Map

Higher Level Processing

2000 E 1st St, Santa Ana, CA 92705 · Claim or fix

Call (888) 491-8989 Website Map

HUB International

1820 East First Street,Suite 5th, Santa Ana, CA 92705 · Claim or fix

Call (714) 569-2700 Website Map

I Approve Lending

3130 S Harbor Blvd Ste 520, Santa Ana, CA 92704 · Claim or fix

Call (714) 754-1737 Website Map

Ideal Tax Solution

2 MacArthur Pl, Santa Ana, CA 92707 · Claim or fix

Call (888) 224-3004 Website Map

Iglesias & Associates

818 S Main St, Santa Ana, CA 92701 · Claim or fix

Call (714) 558-0447 Website Map

Information Searching Co

2720 S Harbor Blvd Ste H, Santa Ana, CA 92704 · Claim or fix

Call (714) 424-5300 Website Map

Insight Financial Advisors

400 N Tustin Ave Ste 250, Santa Ana, CA 92705 · Claim or fix

Call (714) 541-1400 Website Map

Institutional Wealth Consultants

1851 E 1st St Ste 900, Santa Ana, CA 92705 · Claim or fix

Call (714) 619-9305 Website Map

J Nanni Income Tax Service

521 S Broadway, Santa Ana, CA 92701 · Claim or fix

Call (714) 543-3338 Website Map

J&J Income Tax

3412 Westminster Ave, Santa Ana, CA 92703 · Claim or fix

Call (714) 605-5860 Map

Jairo Perez Tax & Accounting Services

1432 E 17th St, Santa Ana, CA 92705 · Claim or fix

Call (714) 543-8551 Map

JC International Services

900 W 17th St B, Santa Ana, CA 92706 · Claim or fix

Call (714) 285-0101 Website Map

JMB Financial Managers

6 Hutton Centre Dr #1280, Santa Ana, CA 92707 · Claim or fix

Call (949) 251-3544 Website Map

Jose Rodriguez Income Tax Service

1756 S Main St, Santa Ana, CA 92707 · Claim or fix

Call (714) 973-7884 Map

Leonardo's Income Tax Service

2116 S Main St, Santa Ana, CA 92707 · Claim or fix

Call (714) 546-0802 Map

Liberty Capital Management

1811 E Garry Ave, Santa Ana, CA 92705 · Claim or fix

Call (949) 724-8848 Website Map

Liberty Tax

1212 S Bristol St Suite 21, Santa Ana, CA 92704 · Claim or fix

Call (714) 604-2185 Website Map

Liberty Tax

1701 N Broadway Ste D, Santa Ana, CA 92706 · Claim or fix

Call (714) 805-4008 Website Map

Lifestyle Financial Services

200 Sandpointe Ave Ste 160, Santa Ana, CA 92707 · Claim or fix

Call (800) 834-2250 Website Map

Lion Mortgage

4 Hutton Centre Dr, Santa Ana, CA 92707 · Claim or fix

Website Map

Loankey.io Home And Commercial Real Estate Loans

2024 N Broadway Ste 101c, Santa Ana, CA 92706 · Claim or fix

Call (833) 989-3733 Website Map

Logical Lending

1241 E Dyer Rd # 210, Santa Ana, CA 92705 · Claim or fix

Website Map

Lopez Notary N More

1420 E Edinger Ave # 109, Santa Ana, CA 92705 · Claim or fix

Call (949) 874-9241 Map

Lopez Tax Group

1651 E 4th St #133, Santa Ana, CA 92701 · Claim or fix

Call (949) 873-2102 Website Map

LSL CPAs - Santa Ana

1611 E 4th St Ste 200, Santa Ana, CA 92701 · Claim or fix

Call (714) 569-1000 Website Map

Lupe Gomez Income Tax

701 N Harbor Blvd, Santa Ana, CA 92703 · Claim or fix

Call (714) 554-3988 Map

M Diaz-Moreno

1117 W 17th St, Santa Ana, CA 92706 · Claim or fix

Call (714) 547-9951 Website Map

M&M Wealth Associates

2900 S Harbor Blvd Ste 225, Santa Ana, CA 92704 · Claim or fix

Call (714) 494-9515 Website Map

Maria's Income Tax Services

1420 E Edinger Ave Ste 105, Santa Ana, CA 92705 · Claim or fix

Call (714) 542-0265 Map

Mary's Multi Services

1530 S Flower St, Santa Ana, CA 92707 · Claim or fix

Call (714) 708-2012 Website Map

Mcdonnell & Associates

2321 E 4th St Ste C-405, Santa Ana, CA 92705 · Claim or fix

Call (714) 462-4169 Website Map

Mentor Financial

900 N Broadway Ste 1000, Santa Ana, CA 92701 · Claim or fix

Call (888) 744-3514 Website Map

Merchant Services Group

1001 W Stevens Ave #202, Santa Ana, CA 92707 · Claim or fix

Call (800) 545-1995 Website Map

Meridian Asset Management Ltd

611 W 17th St, Santa Ana, CA 92706 · Claim or fix

Website Map

Mi Oficina Santa Ana

1370 E Edinger Ave, Santa Ana, CA 92705 · Claim or fix

Call (714) 550-8004 Website Map

Mobile Tax Preparers

1016 W Anahurst Pl, Santa Ana, CA 92707 · Claim or fix

Call (714) 881-6259 Website Map

Montana Capital Car Title Loans

1420 E Edinger Ave Ste 204, Santa Ana, CA 92705 · Claim or fix

Call (714) 581-9234 Website Map

Morelia Multiservices

2014 S Main St, Santa Ana, CA 92707 · Claim or fix

Call (714) 549-1506 Website Map

Morgan Stanley Financial Advisors

2677 N Main St #1000, Santa Ana, CA 92705 · Claim or fix

Call (714) 836-5181 Website Map

Mundo Latino Services & Cg Insurance Agency

2223 W 5th St, Santa Ana, CA 92703 · Claim or fix

Call (714) 836-5597 Website Map

Mybluechimp

1200 N Main St, Santa Ana, CA 92701 · Claim or fix

Website Map

National Traffic Safety Administration

3621 S Harbor Blvd Ste 250, Santa Ana, CA 92704 · Claim or fix

Call (714) 432-0004 Website Map

Nationmac Mortgage

4 Hutton Centre Dr, Santa Ana, CA 92707 · Claim or fix

Website Map

Newport Mortgage Co

2130 E 4th St, Santa Ana, CA 92705 · Claim or fix

Website Map

Noba Income Tax

700 E 1st St, Santa Ana, CA 92701 · Claim or fix

Call (657) 257-9250 Website Map

Nora's Enterprise Pro Services

1420 E Edinger Ave, Santa Ana, CA 92705 · Claim or fix

Call (714) 571-0215 Map

O.C Tax Firm & Multi Services

1850 E 17th St, Santa Ana, CA 92705 · Claim or fix

Call (657) 218-9865 Website Map

OC Family Law

1851 E First St, Santa Ana, CA 92705 · Claim or fix

Call (714) 455-1520 Website Map

Ony Glo, Inc

6 Hutton Centre Dr Ste 1030, Santa Ana, CA 92707 · Claim or fix

Website Map

Orlandi Valuta

102 E 4th St, Orlandi Valuta Santa Ana, Santa Ana, CA 92701 · Claim or fix

Call (714) 647-1213 Website Map

How to choose a financial advisor in Santa Ana

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 Santa Ana, California?

USA Business Search shows 212 financial advisors in Santa Ana. 184 list a phone number and 177 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 92705, 92701, 92704, 92707, 92706, 92703, 92626.

How do I choose a financial advisor in Santa Ana?

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 Santa Ana compare with the rest of California?

Santa Ana has 1% of the 24,546 financial advisors listed in California, which ranks #16 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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