Pricing Guide · Ontario
Financial Advisors Cost in Ontario, CA — 2026 Price Guide
What should you pay for financial advisors in Ontario? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Ontario, CA by verified customer ratings and review volume. The highest-rated is Falcon Wealth Planning with a 4.9-star rating from 282 verified reviews. Also in the top tier: Powerhouse Financial & Associates and MILES Financial Group. The average rating across all listed financial advisors in Ontario is 4.8 stars from 25 reviews per business on average.
Financial advisors in Ontario 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
20
Businesses listed
4.8★
Avg rating
25
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Falcon Wealth Planning
3400 Inland Empire Blvd Suite 100, Ontario, CA 91764, USA
Powerhouse Financial & Associates
3400 Inland Empire Blvd #101, Ontario, CA 91764, USA
MILES Financial Group
3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, USA
Financial Advisors Rankings in Ontario, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Falcon Wealth Planning3400 Inland Empire Blvd Suite 100, Ontario, CA 91764, USA | 4.9★ | 282 |
| #2 | Powerhouse Financial & Associates3400 Inland Empire Blvd #101, Ontario, CA 91764, USA | 4.8★ | 75 |
| #3 | MILES Financial Group3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, USA | 4.9★ | 55 |
| #4 | Merrill Lynch Wealth Management901 Via Piemonte, Ontario, CA 91764, USA | 5.0★ | 3 |
| #5 | Northwestern Mutual - Ontario3633 Inland Empire Blvd Suite 790, Ontario, CA 91764, USA | 5.0★ | 1 |
| #6 | Wealth Integrity Partners3281 E Guasti Rd Suite #700, Ontario, CA 91761, USA | 5.0★ | 2 |
| #7 | Mallory Wealth Management800 N Haven Ave #350, Ontario, CA 91764, USA | 5.0★ | 4 |
| #8 | Tara Sibrian - Thrivent3200 Inland Empire Blvd #290, Ontario, CA 91764, USA | 5.0★ | 3 |
| #9 | Integrity Financial & Insurance Services3633 Inland Empire Blvd Suite 860, Ontario, CA 91764, USA | 5.0★ | 30 |
| #10 | Kevin Webb - Thrivent3333 Concours St Building 8 Ste 8100, Ontario, CA 91764, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Ontario
Merrill Lynch Wealth Management
901 Via Piemonte, Ontario, CA 91764, USA
Northwestern Mutual - Ontario
3633 Inland Empire Blvd Suite 790, Ontario, CA 91764, USA
Wealth Integrity Partners
3281 E Guasti Rd Suite #700, Ontario, CA 91761, USA
Mallory Wealth Management
800 N Haven Ave #350, Ontario, CA 91764, USA
Tara Sibrian - Thrivent
3200 Inland Empire Blvd #290, Ontario, CA 91764, USA
Integrity Financial & Insurance Services
3633 Inland Empire Blvd Suite 860, Ontario, CA 91764, USA
Kevin Webb - Thrivent
3333 Concours St Building 8 Ste 8100, Ontario, CA 91764, USA
ICM Financial - An Inland Empire Financial Advisor Firm
4141 Inland Empire Blvd #301, Ontario, CA 91764, USA
Xel Wealth Management
337 N Vineyard Ave #230, Ontario, CA 91764, USA
Incyte Financial Tax Advisors in Ontario
337 N Vineyard Ave suit 400, Ontario, CA 91764, USA
Robert Bell - Thrivent
3200 Inland Empire Blvd #290, Ontario, CA 91764, USA
California Financial Center
3200 E Guasti Rd, Ontario, CA 91761, USA
Transworld Business Advisors of Ontario California
3350 Shelby St #200, Ontario, CA 91764, USA
Edward Jones - Financial Advisor: Dominic Valdez, ChFC®|CRPC™
99 E C St Suite 201, Upland, CA 91786, USA
Frank Pickett - Raymond James
3633 Inland Empire Blvd, Ontario, CA 91764, USA
Pierpont Investment Group
3200 E Guasti Rd Ste 100, Ontario, CA 91761, USA
Kevin Ron Nolan: Primerica - Financial Services
337 N Vineyard Ave #100, Ontario, CA 91764, USA
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Frequently Asked Questions — Financial Advisors in Ontario
What is a fiduciary financial advisor and why does it matter in Ontario?
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 Ontario, 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 Ontario?
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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