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Financial Advisors in Grand Terrace, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Grand Terrace: Falcon Wealth Planning, RFA Score 73/100; 4.9★ from 296 Google reviews.

  2. 6

    Most-reviewed: American Consumer Credit Counseling, Inc., 334 Google reviews at 5.0★, the most of 219 ranked; ranked #6.

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

219 Grand Terrace financial advisors are ranked here by RFA Score, from eight published factors. 56 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 219 rated firms.

Top 10 financial advisors in Grand Terrace 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 Grand Terrace at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Falcon Wealth Planning734.9★ (296)Ontario, 15 mi away—Top score
2PACIFIC CAPITAL725.0★ (216)Corona, 18 mi away——
3Strong Credit Repair714.9★ (89)Riverside, 5 mi awaySat · Sun · Evenings—
4Juan Manuel Jimenez: Primerica - Financial Services704.9★ (60)Riverside, 4 mi away——
5Chuck Negrete: Primerica - Financial Services684.6★ (72)Redlands, 7 mi away——
6American Consumer Credit Counseling, Inc.685.0★ (334)San Bernardino, 3 mi awaySat · EveningsMost reviews
7Insurance Latino | Seguros de Vida674.9★ (117)Chino Hills, 24 mi awaySat—
8Miles Financial Group - Ontario674.9★ (67)Ontario, 15 mi away——
9Hooks Financial Services675.0★ (40)Rialto, 7 mi away——
10Tony Massoud: Primerica - Financial Services664.9★ (28)Riverside, 4 mi away——

All 219 financial advisors in Grand Terrace, 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 Grand Terrace

    #1 Falcon Wealth Planning

    Based in Ontario, 15 mi away

    73/100RFA Score

    Ranked #1 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

  2. #2 PACIFIC CAPITAL

    Based in Corona, 18 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 216 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 216 Google reviews
    Hours
    Mon–Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1861 California Ave Ste 101, Corona, CA 92881
    View profile for PACIFIC CAPITAL(844) 777-8777

  3. #3 Strong Credit Repair

    Based in Riverside, 5 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 89 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 89 Google reviews
    Hours
    Mon–Fri 8 AM–7:30 PM · Sat 8 AM–6 PM · Sun 8 AM–7:30 PM
    Address
    3840 Lemon St Unit h, Riverside, CA 92501
    View profile for Strong Credit Repair(909) 954-0339

  15. #15 Jorge Merlos

    Based in Rancho Cucamonga, 16 mi away

    65/100RFA Score

    Ranked #15 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–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    8311 Haven Ave #150, Rancho Cucamonga, CA 91730
    View profile for Jorge Merlos

  17. #17 La Bolsa De Valores USA

    Based in San Bernardino, 8 mi away

    65/100RFA Score

    Ranked #17 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

  18. #18 The Financial Architects

    Based in Chino Hills, 24 mi away

    65/100RFA Score

    Ranked #18 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

  20. Based in Ontario, 15 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.0★ from 115 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 115 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    4190 E 4th St, Ontario, CA 91764
    View profile for Navy Federal Credit Union(888) 842-6328

  24. #24 Planable Wealth

    Based in Riverside, 5 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3850 Vine St Ste 100A, Riverside, CA 92507
    View profile for Planable Wealth(951) 900-8850

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

financial advisors in Grand Terrace, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26RRFS644.3★ (34)10 mi
27Bank of America (with Drive-thru ATM)633.3★ (50)In Grand Terrace
28Orange County’s Credit Union - Chino634.5★ (48)18 mi
29Evermont Wealth635.0★ (43)24 mi
30TriCord Advisors, Inc.635.0★ (17)8 mi
31Victor Ruelas: Primerica - Financial Services635.0★ (13)4 mi
32Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa635.0★ (15)8 mi
33Valores Latinos Inc, Global Financial & Associates Inc625.0★ (12)6 mi
34Bank of America Financial Center623.2★ (118)8 mi
35Prudential Advisors | Jason W. Nicholson, FSCP, RICP625.0★ (11)5 mi
36Marshall Life and Financial Solutions Inc624.7★ (13)6 mi
37Paramount Tax & Accounting - Redlands625.0★ (12)7 mi
38The Norris Group Hard Money625.0★ (25)19 mi
39Daniela Lopez: Primerica - Financial Services625.0★ (9)4 mi
40Genaro Martinez: Primerica - Financial Services625.0★ (21)17 mi
41Fidelity Investments613.9★ (39)14 mi
42ClearPath Financial615.0★ (28)23 mi
43Mario Arrizon: Primerica - Financial Services615.0★ (8)4 mi
44Perry Watkins Jr: Primerica - Financial Services614.9★ (16)13 mi
45Wealth Planning by Bob Chitrathorn614.8★ (22)18 mi
46Erika Reyes: Primerica - Financial Services614.7★ (11)7 mi
47Bank of America Financial Center613.0★ (123)8 mi
48Sears Wealth Management & Insurance Solutions614.9★ (16)14 mi
49Integrity Independent Financial & Insurance Services615.0★ (24)22 mi
50Noemy Rubio: Primerica - Financial Services614.5★ (16)12 mi

Also serving Grand Terrace

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 Grand Terrace
BusinessGoogle ratingDistance
Airforce Reserve Services Department4.5★ (2)10 mi
Bayside Financial Group3.0★ (2)7 mi
Casandrah Arellano: Primerica - Financial Services5.0★ (2)3 mi
Centaurian Commercial Capital, LLCIn Grand Terrace
Diligent Investors, LLC5.0★ (2)9 mi
Edward Jones - Financial Advisor: Ryan Holloway, CEPA®|AWMA®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Sean R Lugo5.0★ (2)8 mi
Isaac Duarte Bogarin: Primerica - Financial Services5.0★ (2)3 mi
Judy Audrey Jackson: Primerica - Financial Services5.0★ (2)3 mi
Kenny Hughes: Primerica - Financial Services5.0★ (2)5 mi
Matson Waner Wealth Management5.0★ (2)8 mi
New York Life - Jeffrey Beaulieu5.0★ (2)7 mi
Optimal Wealth Network d.b.a. OWN Senior Solutions and Insurance Services5.0★ (2)3 mi
Pacific Wealth Strategists, Inc.5.0★ (2)6 mi
Paramount Tax & Accounting CPAs Riverside5.0★ (2)7 mi
Red Carnation Investments LLC5.0★ (2)7 mi
RivCo Wealth Management5.0★ (2)5 mi
Tina Dobrinen - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)6 mi
Vision Solved Wealth Management Group5.0★ (2)8 mi
Wells Fargo Advisors3.0★ (2)11 mi

How we ranked Grand Terrace financial advisors

We scored 219 Grand Terrace 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 Grand Terrace 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 Grand Terrace: frequently asked questions

Which financial advisor has the highest RFA Score in Grand Terrace?

By RFA Score, the highest-ranked financial advisor in Grand Terrace, CA is Falcon Wealth Planning with an RFA Score of 73/100. It has 4.9★ from 296 Google reviews. PACIFIC CAPITAL (#2) and Strong Credit Repair (#3) follow. We ranked 219 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Grand Terrace?

RankedFinancialAdvisors ranks 219 financial advisors serving Grand Terrace, CA. 1 of them is based in Grand Terrace; 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 Grand Terrace work on weekends?

56 of 219 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Strong Credit Repair (#3), American Consumer Credit Counseling, Inc. (#6) and Insurance Latino | Seguros de Vida (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Grand Terrace financial advisors have?

The median Google rating among 219 rated financial advisors in Grand Terrace is 4.8★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 334 reviews, and ranks #6. 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 Grand Terrace count in this ranking?

Yes, if they are within 25 mi of the Grand Terrace 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 Grand Terrace 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 Grand Terrace 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 Grand Terrace

  1. November 2026: RFA Scores recalculated for 219 financial advisors serving Grand Terrace.
  2. November 2026: 18 duplicate listings merged.

More financial advisors and Grand Terrace pages