Hiring a personal financial advisor in Santa Ana, CA
Employers in the Los Angeles-Long Beach-Anaheim, CA area pay personal financial advisors a median of $124,490 a year, with the middle half of the market between $77,860 and $179,000 (BLS OEWS, May 2025, SOC 13-2052). Filling it through recruitlocalpros runs Tier I to Tier VI, $6,240 to $54,340 per search, set by the seniority of the role rather than by salary or location, and our vetted recruiting partner handles sourcing, screening and placement end to end.
Do Santa Ana residents in business and financial operations work earn more than employers in the Los Angeles-Long Beach-Anaheim, CA area pay?
Santa Ana residents working in business and financial operations occupations earn a median of $62,913 (Census ACS 5-year 2023, tables S2401 and B24011), against $94,360 as the median of the 29 wages BLS publishes for that same occupation group in the Los Angeles-Long Beach-Anaheim, CA area (BLS OEWS, May 2025), a difference of 33%, with the employers figure the higher of the two.
Both sides of that figure describe the whole business and financial operations group, not this one role. In the Los Angeles-Long Beach-Anaheim, CA area the group covers 29 occupations BLS publishes a wage for, from tax preparers at $65,120 to personal financial advisors at $124,490 (BLS OEWS, May 2025).
That comparison is between two different measures, not a pay gap. The two weight the same occupation group differently: the Census figure is the midpoint across the people who actually hold those jobs, so a group carrying a few very well paid occupations is pulled toward them, while the BLS figure is the midpoint across the 29 published occupation wages, which counts each of those occupations once whatever its headcount. Census also counts where people live and BLS counts where the jobs are, and the two cover different populations, Census the civilian employed population 16 and over, BLS wage-and-salary jobs only. Read the number against other cities, where the same definitional difference applies on both sides, rather than as a shortfall.
Published wages across this group in the metro run above what Santa Ana residents in it earn, which usually means employers here draw this talent from beyond the city line rather than from inside it.
What does a personal financial advisor earn here?
Place of work
What employers pay
| 25th percentile | $77,860 |
| Median | $124,490 |
| 75th percentile | $179,000 |
Half of personal financial advisors in this area earn between $77,860 and $179,000 (BLS OEWS, May 2025). A band set below $77,860 competes for the bottom quarter of the market. Occupation detail for SOC 13-2052 at O*NET OnLine.
Place of residence
What Santa Ana residents earn
$62,913
Median annual earnings of Santa Ana residents working in business and financial operations occupations, 6,141 people (Census ACS 5-year 2023, tables S2401 and B24011). An occupation group rather than this one role, and where people live rather than where they work, so it is not the same measurement as the wages beside it.
What does the role actually involve?
Core tasks
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
Task statements for SOC 13-2052, O*NET OnLine 29.1.
Tools and technologies in demand
Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft PowerPoint, Microsoft Access, Microsoft Dynamics, Microsoft Project, Microsoft SQL Server.
Flagged in demand or hot for SOC 13-2052 by O*NET OnLine 29.1. Useful as a screen, not as a checklist.
Is the talent actually in Santa Ana?
This is a job zone four: considerable preparation needed occupation. Most of these occupations require a four-year bachelor's degree, but some do not. O*NET OnLine, SOC 13-2052.
That matters here, because 18% of Santa Ana adults hold a bachelor's degree or higher. That is a thin local pool for a degree-requiring role, so expect to recruit across the metro rather than inside the city. Census ACS 5-year 2023, table S1501, residents of Santa Ana aged 25 and over.
The average Santa Ana commute runs 24.8 minutes, which is roughly how far your catchment reaches before candidates start saying no. 8.7% of Santa Ana workers already work from home, so a fully onsite requirement here is competing against that. Census ACS 5-year 2023, place-level commuting characteristics for Santa Ana.
How often do these jobs turn over?
In Orange County, accounting, tax preparation, bookkeeping and payroll services employs 20,735 and turns over 10.1% a quarter, with 3,354 hires against 2,623 separations. Average earnings in that industry run $7,368 a month. Census LEHD Quarterly Workforce Indicators, 2024 Q1, NAICS 5412.
That figure covers every occupation in the industry, not this role alone, so read it as the local churn rate rather than as a number about personal financial advisors. It still tells you what you are hiring into: a normal churn rate, where a well-run search closes on schedule.
What does the search cost?
The fee is set by the seniority of the role, never by salary and never by location. Across all six tiers it runs $6,240 to $54,340 per search. A contingency firm hiring at this role's $124,490 median in the Los Angeles-Long Beach-Anaheim, CA area (BLS OEWS, May 2025) would bill roughly $24,898 to $37,347 on the first year salary alone.
One owner runs the search from market map to signed offer. Searches typically fill in 23 to 35 days, which is a typical window rather than a promise, and the replacement guarantee runs 45 days at 50% off.
Questions employers ask about hiring a personal financial advisor in Santa Ana
- What does it cost to hire a personal financial advisor in Santa Ana?
- Tier I to Tier VI, $6,240 to $54,340 per search, set by the seniority of the role and never by salary or location. A contingency firm billing 20 to 30% of this role's $124,490 median wage in the Los Angeles-Long Beach-Anaheim, CA area (BLS OEWS, May 2025) would charge roughly $24,898 to $37,347 on the first year salary alone.
- What should an offer for a personal financial advisor in Santa Ana look like?
- Employers in the Los Angeles-Long Beach-Anaheim, CA area pay personal financial advisors a median of $124,490, with the middle half of the market between $77,860 and $179,000 (BLS OEWS, May 2025). A band set below $77,860 competes for the bottom quarter of that market.
- Do Santa Ana residents in business and financial operations work earn more than employers in the Los Angeles-Long Beach-Anaheim, CA area pay?
- Santa Ana residents working in business and financial operations occupations earn a median of $62,913 (Census ACS 5-year 2023, tables S2401 and B24011), against $94,360 as the median of the 29 wages BLS publishes for that same occupation group in the Los Angeles-Long Beach-Anaheim, CA area (BLS OEWS, May 2025), a difference of 33%. Both figures cover the whole occupation group rather than this one role, and one counts where people live while the other counts where the jobs are, so the percentage is not a pay gap.
- Is the talent for this role already in Santa Ana?
- This is a job zone 4 occupation, which usually calls for a bachelor's degree, and 18% of Santa Ana adults hold one or higher (Census ACS 5-year 2023, table S1501). That is a thin local pool, so expect the search to run across the metro rather than inside the city.
Price this search
Eight questions about the role. Your tier range appears on screen.
Hiring a personal financial advisor somewhere else?
Same role, different market. The wage band moves with the metro.
- Hiring a personal financial advisor in New York, NY
- Hiring a personal financial advisor in Los Angeles, CA
- Hiring a personal financial advisor in Chicago, IL
- Hiring a personal financial advisor in Houston, TX
- Hiring a personal financial advisor in Phoenix, AZ
- Hiring a personal financial advisor in Philadelphia, PA
- Hiring a personal financial advisor in San Antonio, TX
- Hiring a personal financial advisor in San Diego, CA
- Hiring a personal financial advisor in Jacksonville, FL
- Hiring a personal financial advisor in Austin, TX
- Hiring a personal financial advisor in San Jose, CA
- Hiring a personal financial advisor in Charlotte, NC
Other business and financial operations roles in Santa Ana
- Accountants and Auditors in Santa Ana, CA
- Agents and Business Managers of Artists, Performers, and Athletes in Santa Ana, CA
- Budget Analysts in Santa Ana, CA
- Business Operations Specialists, All Other in Santa Ana, CA
- Claims Adjusters, Examiners, and Investigators in Santa Ana, CA
- Compensation, Benefits, and Job Analysis Specialists in Santa Ana, CA
- Compliance Officers in Santa Ana, CA
- Cost Estimators in Santa Ana, CA
- Credit Analysts in Santa Ana, CA
- Credit Counselors in Santa Ana, CA
Related
- Hiring Personal Financial Advisors: the role, the pay, the process
- Recruiting services in Santa Ana
- Every California city we cover
Santa Ana is the 14th largest of 21 California cities in this dataset.