Top Picks · El Monte
Best Financial Advisors in El Monte, CA
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As of July 2026, RatingsNearMe ranks 14 financial advisors in El Monte, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor with a 5.0-star rating from 123 Google reviews and an RNM Score of 85/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
California Financial Advisors
California Financial Advisors is top-ranked for its comprehensive services and strong local reputation in El Monte.
Most Reviewed
California Financial Advisors
A high review count indicates broad client experience and trust, helping consumers gauge service reliability.
When choosing a financial advisor in El Monte, verify credentials and fee structures, and consider scheduling initial consultations to find the best fit for your financial goals.
Local Market Snapshot
14
Businesses listed
4.1★
Avg rating
23
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, this El Monte advisor holds a flawless 5.0-star rating.
25096 Jefferson Ave Suite C-1, Murrieta, CA 92562, USA5.0 stars from 6 reviews, reflecting exceptional client satisfaction in El Monte.
9132 Valley Blvd, Rosemead, CA 91770, USA5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
75 Golden Meadow Ln, Alamo, CA 94507, USAFinancial 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 | Bank of America Financial Center10426 Lower Azusa Rd, El Monte, CA 91731, USA | 2.9★ | 27 |
| #5 | California Financial Advisors12657 Alcosta Blvd #470, San Ramon, CA 94583, USA | 5.0★ | 1 |
| #6 | Global9251 Garvey Ave # K, South El Monte, CA 91733, USA | 1.0★ | 1 |
| #7 | Pennywiser Consulting Co9080 Telstar Ave # 323, El Monte, CA 91731, USA | — | — |
| #8 | Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services, LLC13200 Crossroads Pkwy N #165, City of Industry, CA 91746, USA | — | — |
| #9 | Wells Fargo Advisors11934 Garvey Ave, El Monte, CA 91732, USA | — | — |
| #10 | Previs Auto Financial9582 Garvey Ave ste b, South El Monte, CA 91733, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in El Monte
Financial advisor in El Monte with a 2.9-star average from 27 Google reviews.
10426 Lower Azusa Rd, El Monte, CA 91731, USA
5.0 stars from 1 review, perfect record for this El Monte financial advisor.
12657 Alcosta Blvd #470, San Ramon, CA 94583, USA
Mixed 1.0-star rating from a single Google review.
9251 Garvey Ave # K, South El Monte, CA 91733, USA
A new financial advisor in El Monte with no customer reviews yet.
9080 Telstar Ave # 323, El Monte, CA 91731, USA
A new financial advisor in El Monte with no customer reviews yet.
13200 Crossroads Pkwy N #165, City of Industry, CA 91746, USA
This financial advisor in El Monte has no Google reviews yet.
11934 Garvey Ave, El Monte, CA 91732, USA
A local financial advisor in El Monte with no customer reviews yet.
9582 Garvey Ave ste b, South El Monte, CA 91733, USA
This local financial advisor has no online reviews yet to reference.
3710 Rockwell Ave # J, El Monte, CA 91731, USA
This financial advisor in El Monte has no Google reviews yet.
10410 Valley Blvd, El Monte, CA 91731, USA
No reviews yet for this El Monte financial advisor.
11100 Valley Blvd #316, El Monte, CA 91731, USA
Known for strong client service with a 4.7-star rating from 3 Google reviews.
2121 Ave of the Stars #1600, Los Angeles, CA 90067, USA
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Financial Advisors in El Monte, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor | 85/100 | 5.0 ★ | 123 |
| 2 | Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC | 69/100 | 5.0 ★ | 6 |
| 3 | Del Monte Group, LLC - Financial Planner | 66/100 | 5.0 ★ | 3 |
| 4 | Bank of America Financial Center | 42/100 | 2.9 ★ | 27 |
| 5 | California Financial Advisors | 62/100 | 5.0 ★ | 1 |
| 6 | Global | 14/100 | 1.0 ★ | 1 |
| 7 | Pennywiser Consulting Co | 3/100 | — | 0 |
| 8 | Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 9 | Wells Fargo Advisors | 3/100 | — | 0 |
| 10 | Previs Auto Financial | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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