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Financial Advisors in Big Bear City, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Big Bear City: Chuck Negrete: Primerica - Financial Services, RFA Score 66/100; 4.6★ from 72 Google reviews.

  2. 9

    Most-reviewed: Bank of America Financial Center, 123 Google reviews at 3.0★, the most of 25 ranked; ranked #9.

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

25 Big Bear City financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 25 rated firms.

Top 10 financial advisors in Big Bear City 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 Big Bear City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Chuck Negrete: Primerica - Financial Services664.6★ (72)Redlands, 25 mi away—Top score
2Prudential Advisors - Phillip Vertin, CFP | Financial Advisor Los Angeles645.0★ (10)Carson, 3 mi awaySat · Evenings—
3La Bolsa De Valores USA635.0★ (27)San Bernardino, 25 mi awaySat—
4Strategic Financial Solutions625.0★ (25)Redlands, 24 mi awaySat—
5Prosperity Planning and Advisory625.0★ (8)Canoga Park, 9 mi away——
6Bank of America Financial Center603.2★ (118)Redlands, 24 mi awaySat—
7Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa605.0★ (15)Redlands, 24 mi away——
8Bank of America (with Drive-thru ATM)603.2★ (78)Beaumont, 24 mi awaySat—
9Bank of America Financial Center593.0★ (123)San Bernardino, 24 mi awaySatMost reviews
10Paramount Tax & Accounting - Redlands595.0★ (12)Redlands, 25 mi away——

All 25 financial advisors in Big Bear City, 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.

  3. #3 La Bolsa De Valores USA

    Based in San Bernardino, 25 mi away

    63/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Sat 8:30 AM–4:30 PM · Sun closed
    Address
    2601 Del Rosa Ave N #222f, San Bernardino, CA 92404
    View profile for La Bolsa De Valores USA(909) 486-3468

  7. #7 Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa

    Based in Redlands, 24 mi away

    60/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    222 E Olive Ave Ste. 1, Redlands, CA 92373
    View profile for Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa(909) 790-8005

  13. #13 Collective VFO

    Based in Yucaipa, 20 mi away

    57/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    34475 Yucaipa Blvd Ste 208, Yucaipa, CA 92399
    View profile for Collective VFO(909) 206-4343

  18. #18 FD Whitley

    Based in Redlands, 24 mi away

    56/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    829 W Colton Ave, Redlands, CA 92374
    View profile for FD Whitley(909) 820-4459

  24. #24 Elite Financial

    Based in Beaumont, 22 mi away

    51/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 19 Google reviews, listed on Google as “Credit counseling service”.

    • 4.6★ from 19 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1096 Calimesa Blvd Ste 215, Calimesa, CA 92320
    View profile for Elite Financial(909) 403-4711

  25. #25 Stifel

    Based in Redlands, 24 mi away

    50/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial institution”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    31 W Stuart Ave Ste 200, Redlands, CA 92374
    View profile for Stifel(909) 307-8478

Also serving Big Bear City

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 Big Bear City
BusinessGoogle ratingDistance
Anderson Financial Management Group1.0★ (1)24 mi
Citrus Wealth Management5.0★ (1)23 mi
Diligent Investors, LLC5.0★ (2)23 mi
DMI Lending5.0★ (1)20 mi
Edward Jones - Financial Advisor: Anthony J Espinoza, AAMS®|CRPC™5.0★ (1)20 mi
Edward Jones - Financial Advisor: Jamie Wolcott Peters5.0★ (2)In Big Bear City
Edward Jones - Financial Advisor: Matthew Smith, CRPS™2.0★ (1)20 mi
Edward Jones - Financial Advisor: Ryan Holloway, CEPA®|AWMA®5.0★ (2)24 mi
Edward Jones - Financial Advisor: Sean R Lugo5.0★ (2)24 mi
Financial institution5.0★ (1)20 mi
H.E. Durbin - ThriventIn Big Bear City
Hilltop Securities Inc.In Big Bear City
Jesus Sanchez: Primerica - Financial Services5.0★ (1)21 mi
Martin E Brander - Financial Advisor, Ameriprise Financial Services, LLC2.0★ (1)13 mi
Matson Waner Wealth Management5.0★ (2)24 mi
Mountain Shadows Tax Service4.0★ (1)21 mi
On Point Wealth Management5.0★ (2)20 mi
Palmer Financial Consulting Group5.0★ (1)23 mi
Tri Focus Wealth Management5.0★ (1)22 mi
U.S. Bank - Wealth Management Banker: Alexander Saucedo1.0★ (1)24 mi

How we ranked Big Bear City financial advisors

We scored 25 Big Bear City 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 Big Bear City 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 Big Bear City: frequently asked questions

Which financial advisor has the highest RFA Score in Big Bear City?

By RFA Score, the highest-ranked financial advisor in Big Bear City, CA is Chuck Negrete: Primerica - Financial Services with an RFA Score of 66/100. It has 4.6★ from 72 Google reviews. Prudential Advisors - Phillip Vertin, CFP | Financial Advisor Los Angeles (#2) and La Bolsa De Valores USA (#3) follow. We ranked 25 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Big Bear City?

RankedFinancialAdvisors ranks 25 financial advisors serving Big Bear City, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Big Bear City work on weekends?

8 of 25 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Prudential Advisors - Phillip Vertin, CFP | Financial Advisor Los Angeles (#2), La Bolsa De Valores USA (#3) and Strategic Financial Solutions (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Big Bear City financial advisors have?

The median Google rating among 25 rated financial advisors in Big Bear City is 5.0★, with a median of 10 reviews. Bank of America Financial Center has the most, 123 reviews, and ranks #9. 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 Big Bear City count in this ranking?

Yes, if they are within 25 mi of the Big Bear City 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 Big Bear City 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 Big Bear City 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 Big Bear City

  1. November 2026: RFA Scores recalculated for 25 financial advisors serving Big Bear City.

More financial advisors and Big Bear City pages