Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Centaurus Financial
Centaurus is a national independent broker-dealer and SEC-registered investment adviser headquartered in Anaheim. It has appeared in top-20 independent broker-dealer rankings for many years.
Services Offered
Centaurus offers securities brokerage, investment advisory services including financial planning, portfolio management and pension consulting, insurance products and alternative investments. Advisory accounts may be held at Charles Schwab.
Leadership
Majority owned (75%+) by the Federation of Financial Services.
Centaurus Financial in the News
-
Aug. 2026
Centaurus ranked No. 4 for payout growth in Financial Planning's IBD Elite 2026 study (+22.3%) and tied for fifth in the share of women producing reps (21%).
Source: Financial Planning (IBD Elite 2026 PDF) -
Feb. 2025
A plaintiffs' securities law firm's summary of FINRA records reports a $335,032 penalty against Centaurus involving Regulation Best Interest and GWG L Bond sales. Confirm the details on BrokerCheck before publishing.
Source: Robert Wayne Pearce, P.A. (law firm)
Verify Centaurus Financial on FINRA BrokerCheck
Before working with any advisor affiliated with Centaurus Financial, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.