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Financial Advisors in Covina, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Covina: Herbert Financial Group, RFA Score 74/100; 5.0★ from 370 Google reviews; open Saturdays until 5 PM.

  2. 48

    Most-reviewed: Loan Factory - We Dare You to Compare, 1,960 Google reviews at 5.0★, the most of 651 ranked; ranked #48.

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

651 Covina financial advisors are ranked here by RFA Score, from eight published factors. 203 open Saturdays and 28 open Sundays, based on posted hours. The median Google rating is 4.6★ across 651 rated firms.

Top 10 financial advisors in Covina 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 Covina at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Herbert Financial Group745.0★ (370)Monrovia, 8 mi awaySatTop score
2Black Inc Tax Services714.8★ (514)East Los Angeles, 16 mi away——
3Consolidated Financial Services715.0★ (176)Arcadia, 11 mi awaySat—
4Liberty Debt Relief714.7★ (1,114)Orange, 21 mi awaySat · Evenings—
5Park Wealth Management704.9★ (90)Del Aire, 3 mi away——
6Falcon Wealth Planning704.9★ (296)Ontario, 18 mi away——
7CPA & Insurance694.8★ (111)Diamond Bar, 7 mi awaySat · Evenings—
8Insurance Latino | Seguros de Vida694.9★ (117)Chino Hills, 11 mi awaySat—
9Los Angeles Federal Credit Union684.7★ (359)Glendale, 21 mi awaySat—
10Legacy Partners Insurance & Financial Services, Inc.675.0★ (156)Glendale, 22 mi away——

All 651 financial advisors in Covina, 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 Covina

    #1 Herbert Financial Group

    Based in Monrovia, 8 mi away

    74/100RFA 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

  2. #2 Black Inc Tax Services

    Based in East Los Angeles, 16 mi away

    71/100RFA Score

    Ranked #2 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 Liberty Debt Relief

    Based in Orange, 21 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 1,114 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 1,114 Google reviews
    Hours
    Mon–Fri 6 AM–9 PM · Sat 7 AM–4 PM · Sun closed
    Address
    333 City Blvd W 17th FL, Orange, CA 92868
    View profile for Liberty Debt Relief(800) 756-8447

  6. #6 Falcon Wealth Planning

    Based in Ontario, 18 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 296 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3400 Inland Empire Blvd Ste 100, Ontario, CA 91764
    View profile for Falcon Wealth Planning(855) 963-2526

  7. #7 CPA & Insurance

    Based in Diamond Bar, 7 mi away

    69/100RFA Score

    Ranked #7 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

  12. #12 The Financial Architects

    Based in Chino Hills, 11 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 68 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 10 AM–4 PM · Sun closed
    Address
    13890 Peyton Dr, Chino Hills, CA 91709
    View profile for The Financial Architects(888) 350-5396

  15. #15 InveServe Corp

    Based in Alhambra, 13 mi away

    67/100RFA Score

    Ranked #15 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

  18. #18 Karine Aslanian

    Based in La Cañada Flintridge, 21 mi away

    66/100RFA Score

    Ranked #18 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

  19. #19 Edwin Does Taxes

    Based in Downey, 19 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

  20. #20 Evermont Wealth

    Based in Claremont, 10 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    419 N Yale Ave, Claremont, CA 91711
    View profile for Evermont Wealth(909) 296-7977

  22. #22 Secured Income Group

    Based in Tustin, 23 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 112 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 112 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17592 17th St #100, Tustin, CA 92780
    View profile for Secured Income Group(714) 586-7820

  24. #24 Fortune Financial Group

    Based in Glendora, 3 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    223 S Glendora Ave Ste 202, Glendora, CA 91741
    View profile for Fortune Financial Group(888) 357-7380

  25. #25 AVED Consulting Firm

    Based in Glendale, 21 mi away

    65/100RFA Score

    Ranked #25 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

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 651 ranked financial advisors here; the rest are on their profiles.

financial advisors in Covina, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Orange County’s Credit Union - Fullerton654.4★ (144)16 mi
27Pure Financial Advisors, LLC655.0★ (45)13 mi
28Nancy & Mario Carmona - The Carmona Team655.0★ (50)15 mi
29Jesus Gonzalez: Primerica655.0★ (64)19 mi
30Agate Financial655.0★ (19)1 mi
31Miles Financial Group - Ontario654.9★ (67)18 mi
32Ezfundings Home Loans655.0★ (71)21 mi
33Class XVI654.9★ (99)24 mi
34Orange County’s Credit Union - Anaheim654.5★ (147)20 mi
35Empress Investment Group655.0★ (92)25 mi
36Homestead Wealth Management655.0★ (25)6 mi
37Arbor Wealth Strategies655.0★ (55)17 mi
38Tenacity Financial654.6★ (36)6 mi
39Lake Avenue Financial645.0★ (41)15 mi
40Cesar Macedo MBA, CFP644.9★ (54)17 mi
41Retirement Planners of America644.9★ (42)14 mi
42Merrill Lynch Financial Advisor David Krake645.0★ (30)12 mi
43Paramount Tax & Accounting - Eastvale644.9★ (55)20 mi
44Transamerica Financial Advisors645.0★ (37)16 mi
45First Command635.0★ (52)21 mi
46Orange County’s Credit Union - Yorba Linda634.3★ (74)14 mi
47Jorge Merlos635.0★ (41)18 mi
48Loan Factory - We Dare You to Compare635.0★ (1,960)24 mi
49Paramount Tax & Accounting - Tustin635.0★ (58)23 mi
50Strategic Fortune Wealth Management634.7★ (15)2 mi

Also serving Covina

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 Covina
BusinessGoogle ratingDistance
AFN American Financial NetworkIn Covina
Alfie & Evelyn Alonzo Regional Vice Presidents3.0★ (2)In Covina
Bollinger Wealth ManagementIn Covina
Capital Choice Financial and Insurance ServicesIn Covina
Charles Tan - Prudential Financial5.0★ (1)In Covina
Chatfield Wealth Management4.5★ (2)In Covina
CLARK & ASSOCIATES5.0★ (1)In Covina
Edward Jones - Financial Advisor: Cindy Bollinger, CFP®|AAMS®|CRPC™|AWMA®In Covina
Edward Jones - Financial Advisor: Ed Hays, SE-AWMA®In Covina
Eikel Consulting ServicesIn Covina
Evelyn Alonzo: Primerica - Financial Services5.0★ (2)In Covina
Financial institutionIn Covina
Financial Planning PlatformIn Covina
Humberto R Jimenez - Financial Advisor, Ameriprise Financial Services, LLCIn Covina
NMC Financial ServicesIn Covina
Royal Alliance Associates IncIn Covina
Southland Financial Group5.0★ (1)In Covina
SphereIn Covina
Wells Fargo Advisors1.0★ (1)In Covina
Wells Fargo AdvisorsIn Covina

How we ranked Covina financial advisors

We scored 651 Covina 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 Covina 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 Covina: frequently asked questions

Which financial advisor has the highest RFA Score in Covina?

By RFA Score, the highest-ranked financial advisor in Covina, CA is Herbert Financial Group with an RFA Score of 74/100. It has 5.0★ from 370 Google reviews. It is open Saturdays until 5 PM. Black Inc Tax Services (#2) and Consolidated Financial Services (#3) follow. We ranked 651 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Covina?

RankedFinancialAdvisors ranks 651 financial advisors serving Covina, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Covina work on weekends?

203 of 651 ranked financial advisors post Saturday hours and 28 post Sunday hours. The highest-ranked open Saturdays are Herbert Financial Group (#1), Consolidated Financial Services (#3) and Liberty Debt Relief (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Covina financial advisors have?

The median Google rating among 651 rated financial advisors in Covina is 4.6★, with a median of 17 reviews. Loan Factory - We Dare You to Compare has the most, 1,960 reviews, and ranks #48. 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 Covina count in this ranking?

Yes, if they are within 25 mi of the Covina 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 Covina 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 Covina 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 Covina

  1. November 2026: RFA Scores recalculated for 651 financial advisors serving Covina.
  2. November 2026: 24 duplicate listings merged.

More financial advisors and Covina pages