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Financial Advisors in El Monte, CA: 2026 rankings

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

The short answer

  1. 1

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

  2. 5

    Most-reviewed: Liberty Debt Relief, 1,114 Google reviews at 4.7★, the most of 830 ranked; ranked #5.

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

830 El Monte financial advisors are ranked here by RFA Score, from eight published factors. 253 open Saturdays and 50 open Sundays, based on posted hours. The median Google rating is 4.7★ across 830 rated firms.

Top 10 financial advisors in El Monte 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 El Monte at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Herbert Financial Group745.0★ (370)Monrovia, 6 mi awaySatTop score
2Black Inc Tax Services734.8★ (514)East Los Angeles, 8 mi away——
3Consolidated Financial Services735.0★ (176)Arcadia, 5 mi awaySat—
4Infinite Financial Firm Credit Doc725.0★ (777)Los Angeles, 24 mi awaySat · Sun · Evenings—
5Liberty Debt Relief714.7★ (1,114)Orange, 21 mi awaySat · EveningsMost reviews
6Los Angeles Federal Credit Union704.7★ (359)Glendale, 14 mi awaySat—
7Legacy Partners Insurance & Financial Services, Inc.695.0★ (156)Glendale, 15 mi away——
8Lear Capital694.7★ (709)Los Angeles, 25 mi away——
9InveServe Corp694.3★ (248)Alhambra, 6 mi away——
10Park Wealth Management684.9★ (90)Del Aire, 10 mi away——

All 830 financial advisors in El Monte, 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 El Monte

    #1 Herbert Financial Group

    Based in Monrovia, 6 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, 8 mi away

    73/100RFA 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

  5. #5 Liberty Debt Relief

    Based in Orange, 21 mi away

    71/100RFA Score

    Ranked #5 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

  8. #8 Lear Capital

    Based in Los Angeles, 25 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 709 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 709 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1990 S Bundy Dr Ste 650, Los Angeles, CA 90025
    View profile for Lear Capital(800) 576-9355

  9. #9 InveServe Corp

    Based in Alhambra, 6 mi away

    69/100RFA Score

    Ranked #9 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

  12. #12 1st Quality Tax Service

    Based in Inglewood, 20 mi away

    68/100RFA Score

    Ranked #12 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

  13. #13 CPA & Insurance

    Based in Diamond Bar, 13 mi away

    68/100RFA Score

    Ranked #13 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

  14. #14 Edwin Does Taxes

    Based in Downey, 13 mi away

    68/100RFA Score

    Ranked #14 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

  15. #15 Karine Aslanian

    Based in La Cañada Flintridge, 15 mi away

    68/100RFA Score

    Ranked #15 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

  17. #17 AVED Consulting Firm

    Based in Glendale, 14 mi away

    67/100RFA Score

    Ranked #17 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

  21. #21 Empress Investment Group

    Based in Los Angeles, 17 mi away

    67/100RFA Score

    Ranked #21 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

  22. #22 Class XVI

    Based in Los Angeles, 17 mi away

    67/100RFA 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 830 ranked financial advisors here; the rest are on their profiles.

financial advisors in El Monte, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Lighthouse Financial Services Inc665.0★ (64)15 mi
27Cesar Macedo MBA, CFP664.9★ (54)11 mi
28Lake Avenue Financial665.0★ (41)8 mi
29Retirement Planners of America664.9★ (42)8 mi
30Transamerica Financial Advisors665.0★ (37)8 mi
31Los Angeles Federal Credit Union664.2★ (45)In El Monte
32Global Wealth Insurance Services665.0★ (33)7 mi
33Endeavor Advisors, LLC: Ajay Vadukul CFP®, EA665.0★ (107)24 mi
34Financial Counseling Center654.9★ (67)17 mi
35Orange County’s Credit Union - Fullerton654.4★ (144)16 mi
36Nancy & Mario Carmona - The Carmona Team655.0★ (50)15 mi
37The Financial Architects654.9★ (68)18 mi
38Secured Income Group654.9★ (112)24 mi
39RVW Wealth, LLC655.0★ (82)22 mi
40Jesus Gonzalez: Primerica655.0★ (64)20 mi
41Grounded Wealth Advisors, LLC655.0★ (30)8 mi
42Orange County’s Credit Union - Anaheim654.5★ (147)21 mi
43Pure Financial Advisors, LLC655.0★ (45)15 mi
44Mandalay Insurance and Financial Services655.0★ (25)7 mi
45Natalie Rose Financial Solutions645.0★ (23)6 mi
46Cerda Muñoz Advisors, Inc.644.7★ (29)7 mi
47Impact Fiduciary645.0★ (27)9 mi
48Foundry Financial, LLC645.0★ (26)8 mi
49Anthony Sykes and Company Inc645.0★ (30)11 mi
50Anthony Arriaran - Edelman Financial Engines645.0★ (24)8 mi

Also serving El Monte

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 El Monte
BusinessGoogle ratingDistance
123 Investments LLCIn El Monte
Credit CureIn El Monte
Dengo Investment IncIn El Monte
Edward Jones - Financial Advisor: Devlin E Chung5.0★ (2)6 mi
Edward Jones - Financial Advisor: Geoffrey P Smith3.0★ (2)6 mi
George Zuluaga5.0★ (2)6 mi
Lloyds Capital1.0★ (2)6 mi
Mario Francisco Guzman: Primerica - Financial Services5.0★ (2)6 mi
Matters of the Money - Financial Coaching ServicesIn El Monte
Mike Makanvand: Primerica - Financial Services5.0★ (2)5 mi
Ngozi Chinwe Metu: Primerica - Financial Services5.0★ (2)6 mi
Pennywiser Consulting CoIn El Monte
QMG Financial Corporation1.5★ (2)4 mi
SUPERIOR GLOBAL MANAGEMENT INCIn El Monte
Trilogy Financial Services5.0★ (2)6 mi
Unison Investment IncIn El Monte
Wells Fargo AdvisorsIn El Monte
Wells Fargo AdvisorsIn El Monte
Wells Fargo Advisors1.0★ (2)3 mi
Wells Fargo Advisors3.0★ (2)6 mi

How we ranked El Monte financial advisors

We scored 830 El Monte 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 El Monte 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 El Monte: frequently asked questions

Which financial advisor has the highest RFA Score in El Monte?

By RFA Score, the highest-ranked financial advisor in El Monte, 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 830 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in El Monte?

RankedFinancialAdvisors ranks 830 financial advisors serving El Monte, CA. 1 of them is based in El Monte; 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 El Monte work on weekends?

253 of 830 ranked financial advisors post Saturday hours and 50 post Sunday hours. The highest-ranked open Saturdays are Herbert Financial Group (#1), Consolidated Financial Services (#3) and Infinite Financial Firm Credit Doc (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do El Monte financial advisors have?

The median Google rating among 830 rated financial advisors in El Monte is 4.7★, with a median of 18 reviews. Liberty Debt Relief has the most, 1,114 reviews, and ranks #5. 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 El Monte count in this ranking?

Yes, if they are within 25 mi of the El Monte 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 El Monte 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 El Monte 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 El Monte

  1. November 2026: RFA Scores recalculated for 830 financial advisors serving El Monte.
  2. November 2026: 27 duplicate listings merged.

More financial advisors and El Monte pages