Licensed · Rancho Cucamonga
Licensed & Insured Financial Advisors in Rancho Cucamonga, CA
Every financial advisors listed here carries proper licensing and insurance in CA. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Rancho Cucamonga, CA by verified customer ratings and review volume. The highest-rated is Sears Wealth Management & Insurance Solutions with a 4.9-star rating from 15 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.5★
Avg rating
7
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Sears Wealth Management & Insurance Solutions
12487 N Mainstreet #240, Rancho Cucamonga, CA 91739, USA
Journey Financial Group
9431 Haven Ave #232, Rancho Cucamonga, CA 91730, USA
Edward Jones - Financial Advisor: Andy Carlson, AAMS®
10535 Foothill Blvd Suite 264, Rancho Cucamonga, CA 91730, USA
Financial 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 | Fidelity Investments7310 Day Creek Blvd, Rancho Cucamonga, CA 91739, USA | 3.9★ | 32 |
| #5 | Next Phase Money Management9431 Haven Ave #617, Rancho Cucamonga, CA 91730, USA | 5.0★ | 8 |
| #6 | MAC Wealth Management10670 Civic Center Dr Suite 210, Rancho Cucamonga, CA 91730, USA | — | — |
| #7 | Arcadian Wealth Management8225-B White Oak Ave Suite 101, Rancho Cucamonga, CA 91730, USA | 5.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Alan Ayoub10370 Commerce Center Dr STE 220, Rancho Cucamonga, CA 91730, USA | 5.0★ | 1 |
| #9 | Empire Private Wealth9220 Haven Ave STE 260, 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
Fidelity Investments
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739, USA
Next Phase Money Management
9431 Haven Ave #617, Rancho Cucamonga, CA 91730, USA
MAC Wealth Management
10670 Civic Center Dr Suite 210, Rancho Cucamonga, CA 91730, USA
Arcadian Wealth Management
8225-B White Oak Ave Suite 101, Rancho Cucamonga, CA 91730, USA
Edward Jones - Financial Advisor: Alan Ayoub
10370 Commerce Center Dr STE 220, Rancho Cucamonga, CA 91730, USA
Empire Private Wealth
9220 Haven Ave STE 260, Rancho Cucamonga, CA 91730, USA
Edward Jones - Financial Advisor: Gor G Antashyan, CFP®
12487 N Mainstreet Ste 280, Rancho Cucamonga, CA 91739, USA
Transamerica Financial Advisors, Inc.
9120 Haven Ave #170, Rancho Cucamonga, CA 91730, USA
Legacy
10832 Laurel St #203, Rancho Cucamonga, CA 91730, USA
Trinity Financial Partners
8885 Haven Ave #100, Rancho Cucamonga, CA 91730, USA
PDE Wealth Advisors, LLC
8655 Haven Ave SUIT 200, Rancho Cucamonga, CA 91730, USA
U.S. Bancorp Advisors - Financial Advisors: Rancho Cucamonga
11343 Base Line Rd, Rancho Cucamonga, CA 91730, USA
Michael T Bailey - Financial Advisor, Ameriprise Financial Services, LLC
8608 Utica Ave Ste 207, Rancho Cucamonga, CA 91730, USA
Edward Jones - Financial Advisor: Henry B Artiga
10681 Foothill Blvd #230, Rancho Cucamonga, CA 91730, USA
Get Free Quotes
We'll connect you with the top financial advisors in Rancho Cucamonga, CA.
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.
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: June 1, 2026.
More Home Services in Rancho Cucamonga
Related Searches
More ways to find financial advisors in Rancho Cucamonga
Financial Advisors in nearby cities