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Best Financial Planners in Anaheim, California

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Rankings use the published BizScore formulas. How we score

10Financial Planners scored in Anaheim
46Average BizScore
63Top BizScore
11%AI Visibility 50 or higher
61Average SEO score
4.6Average Google rating (10 rated)

Top Financial Planners in Anaheim

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Showing 1-10 of 10 Financial Planners listings in Anaheim, CA · page 1 of 1

#1Raymond James of Anaheim

3.2 Google rating · 22 reviews

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Raymond James of Anaheim website

Score breakdown

AI Visibility40
SEO83
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (714) 462-1287
  • raymondcorp.com
Ranked #1 of 13 Financial Planner listings in AnaheimScores updated Jun 25, 2026

#2Edelman Financial Engines of Anaheim

4.9 Google rating · 123 reviews

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Edelman Financial Engines of Anaheim website

Score breakdown

AI Visibility55
SEO63
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (833) 752-6333
  • edelman.com
Ranked #2 of 13 Financial Planner listings in AnaheimScores updated Jun 25, 2026

#3Su Casa Financial

5.0 Google rating

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Su Casa Financial website

Score breakdown

AI Visibility38
SEO68
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (714) 783-7474
  • sucasafinancial.net
Ranked #3 of 13 Financial Planner listings in AnaheimScores updated Jun 7, 2026

#4Wells Fargo Advisors of Anaheim

4.0 Google rating · 4 reviews

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Wells Fargo Advisors of Anaheim website

Score breakdown

AI Visibility28
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (714) 940-3100
  • wellsfargo.com
Ranked #4 of 13 Financial Planner listings in AnaheimScores updated Jun 11, 2026

#5Correct Capital Wealth Management

5.0 Google rating

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Correct Capital Wealth Management website

Score breakdown

AI Visibility33
SEO49
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (877) 930-4015
  • correctcapital.com

Correct Capital Wealth Management is an independent, privately held wealth advisory firm based in St. Louis, MO, providing comprehensive financial planning and investment management services to help clients achieve their financial goals.

Ranked #7 of 13 Financial Planner listings in AnaheimScores updated Jun 30, 2026

#6Business Financial Solutions, Inc

4.2 Google rating

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Business Financial Solutions, Inc website

Score breakdown

AI Visibility33
SEO45
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (714) 983-7265
  • bfsi.com
Ranked #9 of 13 Financial Planner listings in AnaheimScores updated Jun 7, 2026

#7Periscope Wealth Advisors

4.8 Google rating

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Periscope Wealth Advisors website

Score breakdown

AI Visibility18
SEO53
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (949) 340-1701
  • periscope.tv

Periscope Wealth Advisors offers a suite of financial services designed to help clients navigate the complexities of wealth management. From investment advisory to estate planning, our team is dedicated to providing personalized solutions that align with each...

Ranked #10 of 13 Financial Planner listings in AnaheimScores updated Jun 25, 2026

#8Mariner of Anaheim

5.0 Google rating · 2,286 reviews

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Mariner of Anaheim website

Score breakdown

AI Visibility7
SEO62
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (714) 446-8750
  • marinerfinancial.com
Ranked #11 of 13 Financial Planner listings in AnaheimScores updated Jun 30, 2026
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Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS® website

Score breakdown

AI Visibility0
SEO50
Freshness-
AI Ready-
  • Financial Planner
  • Anaheim, California
  • (714) 639-4168
  • edwardjones.com

Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS® is a financial planner in Anaheim, CA. Serving the Anaheim Hills area, Randolph J Schroeder provides personalized financial advice to help clients achieve their specific goals. The firm holds a...

Ranked #13 of 13 Financial Planner listings in AnaheimScores updated Jun 7, 2026

#10Wilson Financial Advisors of Anaheim

5.0 Google rating · 1 review

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Wilson Financial Advisors of Anaheim website
  • Financial Planner
  • Anaheim, California
  • (714) 204-0870
  • wilson.com

Wilson Financial Advisors of Anaheim: Wilson Financial Advisors is a specialized financial advisory firm serving high-net-worth individuals and institutional clients with tailored wealth management solutions. They combine deep market expertise with personalized service to help clients navigate...

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BizScoreAI ranks 10 financial planners in Anaheim, California by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Anaheim ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Anaheim, California does BizScoreAI track?

10 financial planners in Anaheim currently meet the profile-quality bar for this page, with an average BizScore of 46 and a top score of 63.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 11% of measured financial planners in Anaheim score 50 or higher.

Is being listed free?

Yes. Every financial planner in Anaheim is listed and scored for free, and claiming a listing is free too.