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Best Financial Planners in Santa Ana, California

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Rankings use the published BizScore formulas. How we score

8Financial Planners scored in Santa Ana
50Average BizScore
60Top BizScore
0%AI Visibility 50 or higher
70Average SEO score
4.4Average Google rating (7 rated)

Top Financial Planners in Santa Ana

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Showing 1-8 of 8 Financial Planners listings in Santa Ana, CA · page 1 of 1

#1Apex Wealth Management Group

4.3 Google rating · 6 reviews

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Apex Wealth Management Group website

Score breakdown

AI Visibility42
SEO85
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (714) 919-4446
  • greenbuildingadvisor.com

Apex Wealth Management Group is a financial planner in Santa Ana, CA. The firm maintains a 4.30 rating based on client reviews. The business is located on N Tustin Ave, near the intersection of East 17th Street. It is a short drive from the Costa Mesa Freeway...

Ranked #1 of 10 Financial Planner listings in Santa AnaScores updated Jun 30, 2026

#2Wells Fargo Advisors Financial Network of Santa Ana

4.0 Google rating · 4 reviews

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Wells Fargo Advisors Financial Network of Santa Ana website

Score breakdown

AI Visibility38
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (714) 619-9305
  • wellsfargo.com

Wells Fargo Advisors Financial Network of Santa Ana: Wells Fargo Advisors Financial Network is a financial planner in Santa Ana, CA. They provide comprehensive services including bank accounts, loans, mortgages, investing, and credit cards to help individuals and businesses manage their finances effectively...

Ranked #2 of 10 Financial Planner listings in Santa AnaScores updated Jun 7, 2026

#3Barlow Linda A

4.8 Google rating

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Barlow Linda A website

Score breakdown

AI Visibility37
SEO72
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (714) 953-1232
  • japancupid.com
Ranked #3 of 10 Financial Planner listings in Santa AnaScores updated Sep 20, 2026

#4Melissa To - Morgan Stanley

4.4 Google rating

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Melissa To - Morgan Stanley website

Score breakdown

AI Visibility35
SEO72
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (714) 648-3500
  • fractioncalculator.pro
Ranked #5 of 10 Financial Planner listings in Santa AnaScores updated Sep 20, 2026
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Tustin Centre Wealth Advisors of Santa Ana website

Score breakdown

AI Visibility33
SEO65
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (888) 333-7807
  • tustinca.org
Ranked #6 of 10 Financial Planner listings in Santa AnaScores updated Jun 25, 2026

#6Best Rate Funding Corp. - Santa Ana

4.8 Google rating · 12 reviews

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Best Rate Funding Corp. - Santa Ana website

Score breakdown

AI Visibility29
SEO69
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (800) 511-5978
  • bestbuy.com
Ranked #7 of 10 Financial Planner listings in Santa AnaScores updated Jun 7, 2026

#7Pinnacle Group Financial Services

4.4 Google rating · 55 reviews

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Pinnacle Group Financial Services website

Score breakdown

AI Visibility22
SEO64
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (714) 263-0301
  • pnfp.com
Ranked #8 of 10 Financial Planner listings in Santa AnaScores updated Jun 25, 2026

#8Morgan Stanley Financial Advisors of Santa Ana

4.0 Google rating

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M

Score breakdown

AI Visibility4
SEO56
Freshness-
AI Ready-
  • Financial Planner
  • Santa Ana, California
  • (714) 836-5181
  • advisor.morganstanley.com
Ranked #9 of 10 Financial Planner listings in Santa AnaScores updated Jun 25, 2026
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BizScoreAI ranks 8 financial planners in Santa Ana, 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 Santa Ana 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 Santa Ana, California does BizScoreAI track?

8 financial planners in Santa Ana currently meet the profile-quality bar for this page, with an average BizScore of 50 and a top score of 60.

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. 0% of measured financial planners in Santa Ana score 50 or higher.

Is being listed free?

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