Best Value · El Monte
Affordable Financial Advisors in El Monte, CA
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As of May 2026, RatingsNearMe ranks 14 financial advisors in El Monte, CA by verified customer ratings and review volume. The highest-rated is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor with a 5.0-star rating from 123 verified reviews. Also in the top tier: Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC and Del Monte Group, LLC - Financial Planner. The average rating across all listed financial advisors in El Monte is 4.1 stars from 23 reviews per business on average.
Financial advisors in El Monte typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
14
Businesses listed
4.1★
Avg rating
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor
25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, USA
Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC
9132 Valley Blvd, Rosemead, CA 91770, USA
Del Monte Group, LLC - Financial Planner
75 Golden Meadow Ln, Alamo, CA 94507, USA
Financial Advisors Rankings in El Monte, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, USA | 5.0★ | 123 |
| #2 | Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC9132 Valley Blvd, Rosemead, CA 91770, USA | 5.0★ | 6 |
| #3 | Del Monte Group, LLC - Financial Planner75 Golden Meadow Ln, Alamo, CA 94507, USA | 5.0★ | 3 |
| #4 | Pennywiser Consulting Co9080 Telstar Ave # 323, El Monte, CA 91731, USA | — | — |
| #5 | Global9251 Garvey Ave # K, South El Monte, CA 91733, USA | 1.0★ | 1 |
| #6 | Dengo Investment Inc11100 Valley Blvd #316, El Monte, CA 91731, USA | — | — |
| #7 | Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services, LLC13200 Crossroads Pkwy N #165, City of Industry, CA 91746, USA | — | — |
| #8 | Wells Fargo Advisors11934 Garvey Ave, El Monte, CA 91732, USA | — | — |
| #9 | 123 Investments LLC10410 Valley Blvd, El Monte, CA 91731, USA | — | — |
| #10 | Unison Investment Inc3710 Rockwell Ave # J, El Monte, CA 91731, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in El Monte
Pennywiser Consulting Co
9080 Telstar Ave # 323, El Monte, CA 91731, USA
Global
9251 Garvey Ave # K, South El Monte, CA 91733, USA
Dengo Investment Inc
11100 Valley Blvd #316, El Monte, CA 91731, USA
Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services, LLC
13200 Crossroads Pkwy N #165, City of Industry, CA 91746, USA
Wells Fargo Advisors
11934 Garvey Ave, El Monte, CA 91732, USA
123 Investments LLC
10410 Valley Blvd, El Monte, CA 91731, USA
Unison Investment Inc
3710 Rockwell Ave # J, El Monte, CA 91731, USA
Bank of America Financial Center
10426 Lower Azusa Rd, El Monte, CA 91731, USA
Previs Auto Financial
9582 Garvey Ave ste b, South El Monte, CA 91733, USA
Signature Estate & Investment Advisors, LLC
2121 Ave of the Stars #1600, Los Angeles, CA 90067, USA
California Financial Advisors
12657 Alcosta Blvd #470, San Ramon, CA 94583, USA
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Frequently Asked Questions — Financial Advisors in El Monte
What is a fiduciary financial advisor and why does it matter in El Monte?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in El Monte, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in El Monte?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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