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Financial Advisors in Arcadia, CA: 2026 rankings

682 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Arcadia: Herbert Financial Group, RFA Score 75/100; 5.0★ from 370 Google reviews; open Saturdays until 5 PM.

  2. 4

    Most-reviewed: LendingUSA, 3,789 Google reviews at 4.7★, the most of 682 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

682 Arcadia financial advisors are ranked here by RFA Score, from eight published factors. 219 open Saturdays and 44 open Sundays, based on posted hours. The median Google rating is 4.6★ across 682 rated firms.

Top 10 financial advisors in Arcadia at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Arcadia at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Herbert Financial Group755.0★ (370)Monrovia, 2 mi awaySatTop score
2Consolidated Financial Services735.0★ (176)ArcadiaSat—
3Black Inc Tax Services724.8★ (514)East Los Angeles, 11 mi away——
4LendingUSA714.7★ (3,789)Sherman Oaks, 25 mi awaySatMost reviews
5Infinite Financial Firm Credit Doc715.0★ (777)Los Angeles, 24 mi awaySat · Sun · Evenings—
6Los Angeles Federal Credit Union704.7★ (359)Glendale, 12 mi awaySat—
7Legacy Partners Insurance & Financial Services, Inc.695.0★ (156)Glendale, 13 mi away——
8InveServe Corp684.3★ (248)Alhambra, 6 mi away——
9Karine Aslanian685.0★ (95)La Cañada Flintridge, 12 mi away——
10Aragon Lending Team - Trusted Mortgage Pros674.9★ (116)Los Angeles, 14 mi away——

All 682 financial advisors in Arcadia, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Arcadia

    #1 Herbert Financial Group

    Based in Monrovia, 2 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 370 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 370 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat 8:30 AM–5 PM · Sun closed
    Address
    635 W Foothill Blvd, Monrovia, CA 91016
    View profile for Herbert Financial Group(818) 213-1388

  3. #3 Black Inc Tax Services

    Based in East Los Angeles, 11 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 514 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 514 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri–Sun closed
    Address
    742 S Atlantic Blvd, East Los Angeles, CA 90022
    View profile for Black Inc Tax Services(323) 263-3399

  4. #4 LendingUSA

    Based in Sherman Oaks, 25 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 3,789 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 3,789 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat 7 AM–4 PM · Sun closed
    Address
    15303 Ventura Blvd #850, Sherman Oaks, CA 91403
    View profile for LendingUSA(800) 994-6177

  8. #8 InveServe Corp

    Based in Alhambra, 6 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.3★ from 248 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 248 Google reviews
    Address
    231 E Bay State St, Alhambra, CA 91801
    View profile for InveServe Corp(626) 458-3435

  9. #9 Karine Aslanian

    Based in La Cañada Flintridge, 12 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 95 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 95 Google reviews
    Address
    2222 Foothill Blvd Ste E 290, La Cañada Flintridge, CA 91011
    View profile for Karine Aslanian(818) 355-4906

  13. #13 AVED Consulting Firm

    Based in Glendale, 13 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    401 N Brand Blvd Ste L102B, Glendale, CA 91203
    View profile for AVED Consulting Firm(747) 210-7777

  14. #14 1st Quality Tax Service

    Based in Inglewood, 22 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 152 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 152 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1401 N La Brea Ave, Inglewood, CA 90302
    View profile for 1st Quality Tax Service(310) 677-1047

  16. #16 CPA & Insurance

    Based in Diamond Bar, 15 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 111 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 111 Google reviews
    Hours
    Mon–Tue 9 AM–7 PM · Wed 9 AM–9 PM · Thu–Fri 9 AM–7 PM · Sat 10 AM–2 PM · Sun closed
    Address
    22632 Golden Springs Dr suit 340, Diamond Bar, CA 91765
    View profile for CPA & Insurance(909) 479-9639

  17. #17 Empress Investment Group

    Based in Los Angeles, 17 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004
    View profile for Empress Investment Group(310) 450-2904

  18. #18 Lake Avenue Financial

    Based in Pasadena, 6 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    301 N Lake Ave #830, Pasadena, CA 91101
    View profile for Lake Avenue Financial(626) 689-2012

  19. #19 Edwin Does Taxes

    Based in Downey, 17 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 92 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–5 PM · Sun closed
    Address
    12950 Paramount Blvd #203, Downey, CA 90242
    View profile for Edwin Does Taxes(562) 334-5163

  22. #22 Class XVI

    Based in Los Angeles, 19 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 99 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 99 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat closed · Sun 12 AM–12 AM
    Address
    160 E 108th St, Los Angeles, CA 90061
    View profile for Class XVI(657) 216-4388

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 682 ranked financial advisors here; the rest are on their profiles.

financial advisors in Arcadia, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Financial Counseling Center644.9★ (67)17 mi
27RVW Wealth, LLC645.0★ (82)22 mi
28Lighthouse Financial Services Inc645.0★ (64)19 mi
29Cesar Macedo MBA, CFP644.9★ (54)15 mi
30Impact Fiduciary645.0★ (27)7 mi
31Foundry Financial, LLC645.0★ (26)6 mi
32Mandalay Insurance and Financial Services645.0★ (25)6 mi
33Anthony Arriaran - Edelman Financial Engines645.0★ (24)6 mi
34Global Wealth Insurance Services645.0★ (33)10 mi
35The Financial Architects644.9★ (68)20 mi
36Beneficent Financial644.7★ (21)2 mi
37IPX1031: Greg Burns634.6★ (18)In Arcadia
38Los Angeles Federal Credit Union634.2★ (45)5 mi
39Orange County’s Credit Union - Fullerton634.4★ (144)21 mi
40Carl Grande- Wealth Mentor635.0★ (27)10 mi
41Nancy & Mario Carmona - The Carmona Team635.0★ (50)20 mi
42Jesus Gonzalez: Primerica635.0★ (64)24 mi
43Fortune Financial Group635.0★ (24)10 mi
44Bancor Financial Group635.0★ (18)6 mi
45Evermont Wealth635.0★ (43)18 mi
46Pure Financial Advisors, LLC635.0★ (45)19 mi
47Araik Petrosyan - Insurance, Retirement & Financial Services625.0★ (28)13 mi
48Chris Legaspi: Primerica - Financial Services624.1★ (29)4 mi
49Charles Schwab624.1★ (19)In Arcadia
50Beacon Pointe Advisors625.0★ (17)6 mi

Also serving Arcadia

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Arcadia
BusinessGoogle ratingDistance
Angeles Wealth Group - Ameriprise Financial Services, LLCIn Arcadia
Anthony Valazza - ThriventIn Arcadia
Bradley Scott - Private Wealth Advisor, Ameriprise Financial Services, LLC1.0★ (1)In Arcadia
Caley Kelly - ThriventIn Arcadia
Capital Collection ServicesIn Arcadia
Exponent Funds LLCIn Arcadia
Huntington Group - ThriventIn Arcadia
James A Christiansen - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Arcadia
Janice Ebbert - Financial Advisor, Ameriprise Financial Services, LLCIn Arcadia
Jean Koehler - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Arcadia
Money Doctor for eveyone4.0★ (1)In Arcadia
Mosley Wealth ManagementIn Arcadia
Parker Olson - ThriventIn Arcadia
Professional Advisory ServicesIn Arcadia
Roberta Bautista Armijo - Financial Advisor, Ameriprise Financial Services, LLCIn Arcadia
Sachiko AccountingIn Arcadia
Trucking and Investing5.0★ (1)In Arcadia
U.S. Bank - Wealth Management Banker: Victor Yip1.0★ (1)In Arcadia
Wade Jones - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Arcadia
Wells Fargo AdvisorsIn Arcadia

How we ranked Arcadia financial advisors

We scored 682 Arcadia financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Arcadia data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Arcadia: frequently asked questions

Which financial advisor has the highest RFA Score in Arcadia?

By RFA Score, the highest-ranked financial advisor in Arcadia, CA is Herbert Financial Group with an RFA Score of 75/100. It has 5.0★ from 370 Google reviews. It is open Saturdays until 5 PM. Consolidated Financial Services (#2) and Black Inc Tax Services (#3) follow. We ranked 682 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Arcadia?

RankedFinancialAdvisors ranks 682 financial advisors serving Arcadia, CA. 3 of them are based in Arcadia; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Arcadia work on weekends?

219 of 682 ranked financial advisors post Saturday hours and 44 post Sunday hours. The highest-ranked open Saturdays are Herbert Financial Group (#1), Consolidated Financial Services (#2) and LendingUSA (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Arcadia financial advisors have?

The median Google rating among 682 rated financial advisors in Arcadia is 4.6★, with a median of 18 reviews. LendingUSA has the most, 3,789 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Arcadia count in this ranking?

Yes, if they are within 25 mi of the Arcadia city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Arcadia ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Arcadia a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Arcadia

  1. November 2026: RFA Scores recalculated for 682 financial advisors serving Arcadia.
  2. November 2026: 27 duplicate listings merged.

More financial advisors and Arcadia pages