Top Picks · Rancho Cucamonga
Best Financial Advisors in Rancho Cucamonga, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Rancho Cucamonga, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Sears Wealth Management & Insurance Solutions with a 4.9-star rating from 15 Google reviews and an RNM Score of 72/100. Also in the top tier: Journey Financial Group and Edward Jones - Financial Advisor: Andy Carlson, AAMS®. The average rating across all listed financial advisors in Rancho Cucamonga is 4.5 stars from 7 reviews per business on average.
Financial advisors in Rancho Cucamonga typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Fidelity Investments
Fidelity Investments stands out as the top-ranked choice due to its comprehensive financial services, strong reputation, and extensive resources for investors.
Most Reviewed
Edward Jones - Financial Advisor: Gor G Antashyan, CFP®
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Rancho Cucamonga, consider your specific needs such as retirement planning or investment management, and verify each advisor's credentials and fee structure. It's wise to interview multiple advisors to find the best fit for your financial goals.
Local Market Snapshot
17
Businesses listed
4.5★
Avg rating
7
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a near-perfect 4.9-star rating across 15 reviews.
12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, USARated 5.0 stars from 11 Google reviews for financial guidance in Rancho Cucamonga.
9431 Haven Ave #232, Rancho Cucamonga, CA 91730, USAExceptional 5.0-star rating from 10 Google reviews for trusted financial guidance.
10535 Foothill Blvd Suite 264, Rancho Cucamonga, CA 91730, USAFinancial Advisors Rankings in Rancho Cucamonga, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sears Wealth Management & Insurance Solutions12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, USA | 4.9★ | 15 |
| #2 | Journey Financial Group9431 Haven Ave #232, Rancho Cucamonga, CA 91730, USA | 5.0★ | 11 |
| #3 | Edward Jones - Financial Advisor: Andy Carlson, AAMS®10535 Foothill Blvd Suite 264, Rancho Cucamonga, CA 91730, USA | 5.0★ | 10 |
| #4 | Legacy10832 Laurel St #203, Rancho Cucamonga, CA 91730, USA | 4.9★ | 10 |
| #5 | Michael T Bailey - Financial Advisor, Ameriprise Financial Services, LLC8608 Utica Ave Ste 207, Rancho Cucamonga, CA 91730, USA | 3.0★ | 4 |
| #6 | PDE Wealth Advisors, LLC8655 Haven Ave SUIT 200, Rancho Cucamonga, CA 91730, USA | 4.7★ | 3 |
| #7 | Trinity Financial Partners8885 Haven Ave #100, Rancho Cucamonga, CA 91730, USA | 5.0★ | 2 |
| #8 | Empire Private Wealth9220 Haven Ave STE 260, Rancho Cucamonga, CA 91730, USA | 5.0★ | 1 |
| #9 | Transamerica Financial Advisors, Inc.9120 Haven Ave #170, Rancho Cucamonga, CA 91730, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Gor G Antashyan, CFP®12487 N Mainstreet Ste 280, Rancho Cucamonga, CA 91739, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Rancho Cucamonga
Trusted by clients with a near-perfect 4.9-star rating across recent reviews.
10832 Laurel St #203, Rancho Cucamonga, CA 91730, USA
A financial advisor with a 3.0-star rating based on 4 Google reviews.
8608 Utica Ave Ste 207, Rancho Cucamonga, CA 91730, USA
Highly rated financial advisor in Rancho Cucamonga with 4.7 stars from 3 reviews.
8655 Haven Ave SUIT 200, Rancho Cucamonga, CA 91730, USA
Exceptional 5.0-star rating from a small number of Google reviews.
8885 Haven Ave #100, Rancho Cucamonga, CA 91730, USA
Exceptional 5.0-star rating from 1 Google review.
9220 Haven Ave STE 260, Rancho Cucamonga, CA 91730, USA
5.0 stars from a handful of Google reviews highlights consistent client satisfaction.
9120 Haven Ave #170, Rancho Cucamonga, CA 91730, USA
5.0-star rated financial advisor in Rancho Cucamonga with a handful of reviews.
12487 N Mainstreet Ste 280, Rancho Cucamonga, CA 91739, USA
This Rancho Cucamonga advisor holds a 3.9-star rating from 32 Google reviews.
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739, USA
Trusted by clients with a perfect 5.0 rating from 8 reviews.
9431 Haven Ave #617, Rancho Cucamonga, CA 91730, USA
Trusted local financial advisor with a perfect 5.0★ rating from 4 Google reviews.
8225-B White Oak Ave Suite 101, Rancho Cucamonga, CA 91730, USA
This financial advisor has no customer reviews yet, so ratings are unavailable.
10670 Civic Center Dr Suite 210, Rancho Cucamonga, CA 91730, USA
A solid 4.2-star rating from 5 Google reviews for financial guidance in Rancho Cucamonga.
10681 Foothill Blvd #230, Rancho Cucamonga, CA 91730, USA
Earns a perfect 5.0-star rating from a handful of local reviews.
10370 Commerce Center Dr STE 220, Rancho Cucamonga, CA 91730, USA
Mixed 2.0-star rating based on limited reviews.
11343 Base Line Rd, Rancho Cucamonga, CA 91730, USA
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Financial Advisors in Rancho Cucamonga, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sears Wealth Management & Insurance Solutions | 72/100 | 4.9 ★ | 15 |
| 2 | Journey Financial Group | 72/100 | 5.0 ★ | 11 |
| 3 | Edward Jones - Financial Advisor: Andy Carlson, AAMS® | 71/100 | 5.0 ★ | 10 |
| 4 | Legacy | 70/100 | 4.9 ★ | 10 |
| 5 | Michael T Bailey - Financial Advisor, Ameriprise Financial Services, LLC | 33/100 | 3.0 ★ | 4 |
| 6 | PDE Wealth Advisors, LLC | 61/100 | 4.7 ★ | 3 |
| 7 | Trinity Financial Partners | 64/100 | 5.0 ★ | 2 |
| 8 | Empire Private Wealth | 62/100 | 5.0 ★ | 1 |
| 9 | Transamerica Financial Advisors, Inc. | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Gor G Antashyan, CFP® | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Rancho Cucamonga
What is a fiduciary financial advisor and why does it matter in Rancho Cucamonga?
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 Rancho Cucamonga, 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 Rancho Cucamonga?
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: June 10, 2026.
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