Licensed · Pomona
Licensed & Insured Financial Advisors in Pomona, CA
Every financial advisors listed here carries proper licensing and insurance in CA. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Pomona, CA by verified customer ratings and review volume. The highest-rated is Herbert Financial Group with a 5.0-star rating from 319 verified reviews. Also in the top tier: Loan Advisor Group Inc. NMLS 1647915 and The Financial Architects. The average rating across all listed financial advisors in Pomona is 4.9 stars from 32 reviews per business on average.
Financial advisors in Pomona 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
4.9★
Avg rating
32
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Herbert Financial Group
635 W Foothill Blvd, Monrovia, CA 91016, USA
Loan Advisor Group Inc. NMLS 1647915
1025 Sentinel Dr Ste 200 2nd Floor, La Verne, CA 91750, USA
The Financial Architects
13890 Peyton Dr, Chino Hills, CA 91709, USA
Financial Advisors Rankings in Pomona, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Herbert Financial Group635 W Foothill Blvd, Monrovia, CA 91016, USA | 5.0★ | 319 |
| #2 | Loan Advisor Group Inc. NMLS 16479151025 Sentinel Dr Ste 200 2nd Floor, La Verne, CA 91750, USA | 4.9★ | 52 |
| #3 | The Financial Architects13890 Peyton Dr, Chino Hills, CA 91709, USA | 4.9★ | 51 |
| #4 | Edward Jones - Financial Advisor: Marc Raymundo, CFP®|CPWA®|AAMS®13920 City Center Dr #220, Chino Hills, CA 91709, USA | 5.0★ | 1 |
| #5 | Financial Designs Corporation540 W Baseline Rd #10, Claremont, CA 91711, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA®13920 City Center Dr #220, Chino Hills, CA 91709, USA | 5.0★ | 2 |
| #7 | Gould Asset Management341 W 1st St #200, Claremont, CA 91711, USA | 5.0★ | 10 |
| #8 | Edward Jones - Financial Advisor: Armando Armenta Sr341 W 1st St Suite 102, Claremont, CA 91711, USA | 5.0★ | 3 |
| #9 | Ronald Coleman Advisors333 N Indian Hill Blvd, Claremont, CA 91711, USA | 5.0★ | 1 |
| #10 | Kingston Financial761 Corporate Center Dr, Pomona, CA 91768, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Pomona
Edward Jones - Financial Advisor: Marc Raymundo, CFP®|CPWA®|AAMS®
13920 City Center Dr #220, Chino Hills, CA 91709, USA
Financial Designs Corporation
540 W Baseline Rd #10, Claremont, CA 91711, USA
Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA®
13920 City Center Dr #220, Chino Hills, CA 91709, USA
Gould Asset Management
341 W 1st St #200, Claremont, CA 91711, USA
Edward Jones - Financial Advisor: Armando Armenta Sr
341 W 1st St Suite 102, Claremont, CA 91711, USA
Ronald Coleman Advisors
333 N Indian Hill Blvd, Claremont, CA 91711, USA
Kingston Financial
761 Corporate Center Dr, Pomona, CA 91768, USA
Merit Financial Advisors
21700 Copley Dr #120, Diamond Bar, CA 91765, USA
A Cmoore Financial Services
3431 Pomona Blvd # D, Pomona, CA 91768, USA
Thomas Investment Group
1291 N Indian Hill Blvd Unit A, Claremont, CA 91711, USA
Edward Jones - Financial Advisor: Narvee T Intarachote
13920 City Center Dr #220, Chino Hills, CA 91709, USA
Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC
530 W Bonita Ave, San Dimas, CA 91773, USA
U.S. Bancorp Advisors - Financial Advisors: Tony Rosado
393 W Foothill Blvd, Claremont, CA 91711, USA
Ryan Tolan - Financial Advisor, Ameriprise Financial Services, LLC
530 W Bonita Ave, San Dimas, CA 91773, USA
Mangus Finance
3628 Lynoak Dr Suite 203, Claremont, CA 91711, USA
Homestead Wealth Management
413 E Foothill Blvd #100, San Dimas, CA 91773, USA
Evermont Wealth
419 N Yale Ave, Claremont, CA 91711, USA
Get Free Quotes
We'll connect you with the top financial advisors in Pomona, CA.
Frequently Asked Questions — Financial Advisors in Pomona
What is a fiduciary financial advisor and why does it matter in Pomona?
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 Pomona, 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 Pomona?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Pomona
Related Searches
More ways to find financial advisors in Pomona
Financial Advisors in nearby cities