73/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 5.0★ from 120 Google reviews, listed on Google as “Financial planner”.
Financial Advisors in Lakeland Village, CA: 2026 rankings
252 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Lakeland Village: Marathon Group Financial, RFA Score 73/100; 5.0★ from 120 Google reviews.
- 22
Most-reviewed: American Consumer Credit Counseling, Inc., 321 Google reviews at 5.0★, the most of 252 ranked; ranked #22.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
252 Lakeland Village financial advisors are ranked here by RFA Score, from eight published factors. 52 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.9★ across 252 rated firms.
Top 10 financial advisors in Lakeland Village 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Marathon Group Financial | 73 | 5.0★ (120) | Murrieta, 9 mi away | — | Top score |
| 2 | Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor | 73 | 5.0★ (120) | Murrieta, 10 mi away | — | — |
| 3 | PACIFIC CAPITAL | 73 | 5.0★ (216) | Corona, 19 mi away | — | — |
| 4 | American Pacific Financial Services Corp (APFSC) | 72 | 4.7★ (275) | Rancho Santa Margarita, 15 mi away | — | — |
| 5 | Mutual of Omaha Mortgage | 71 | 4.8★ (276) | Irvine, 24 mi away | — | — |
| 6 | Heritage Financial Services | 70 | 5.0★ (112) | Laguna Niguel, 20 mi away | — | — |
| 7 | Wolfgang Capital | 68 | 5.0★ (58) | Temecula, 15 mi away | — | — |
| 8 | Olive Branch Financial | 68 | 4.8★ (113) | Irvine, 22 mi away | — | — |
| 9 | Grape Wealth Management | 67 | 4.8★ (67) | Temecula, 17 mi away | — | — |
| 10 | Strong Credit Repair | 67 | 4.9★ (89) | Riverside, 24 mi away | Sat · Sun · Evenings | — |
All 252 financial advisors in Lakeland Village, 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.
Based in Murrieta, 10 mi away
73/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 120 Google reviews, listed on Google as “Financial planner”.
Based in Corona, 19 mi away
73/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 216 Google reviews, listed on Google as “Financial planner”.
Based in Rancho Santa Margarita, 15 mi away
72/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.7★ from 275 Google reviews, listed on Google as “Financial planner”.
Based in Irvine, 24 mi away
71/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 4.8★ from 276 Google reviews, listed on Google as “Financial planner”.
Based in Laguna Niguel, 20 mi away
70/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 112 Google reviews, listed on Google as “Financial planner”.
Based in Temecula, 15 mi away
68/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.
Based in Irvine, 22 mi away
68/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 4.8★ from 113 Google reviews, listed on Google as “Financial consultant”.
Based in Temecula, 17 mi away
67/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.8★ from 67 Google reviews, listed on Google as “Financial planner”.
Based in Riverside, 24 mi away
67/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 4.9★ from 89 Google reviews, listed on Google as “Financial planner”.
Based in Laguna Hills, 22 mi away
66/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.8★ from 75 Google reviews, listed on Google as “Financial planner”.
Based in Canyon Lake, 6 mi away
66/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial consultant”.
Based in Irvine, 24 mi away
65/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Financial planner”.
Based in Riverside, 25 mi away
65/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial consultant”.
Based in Canyon Lake, 6 mi away
64/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial consultant”.
#16 SLD Financial
Based in Irvine, 23 mi away
64/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 4.6★ from 61 Google reviews, listed on Google as “Financial consultant”.
Based in Irvine, 23 mi away
64/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 4.8★ from 48 Google reviews, listed on Google as “Financial planner”.
Based in Corona, 16 mi away
64/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Investment service”.
Based in Moreno Valley, 21 mi away
64/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 4.8★ from 40 Google reviews, listed on Google as “Financial planner”.
#20 Perch Wealth
Based in San Juan Capistrano, 20 mi away
64/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Investment service”.
Based in Mission Viejo, 20 mi away
64/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 4.6★ from 41 Google reviews, listed on Google as “Financial planner”.
Based in Riverside, 20 mi away
64/100RFA ScoreRanked #22 because of its Google rating and review volume: 5.0★ from 321 Google reviews, the most in Lakeland Village.
Based in Wildomar, 6 mi away
63/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.
Based in Temecula, 13 mi away
63/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 4.6★ from 20 Google reviews, listed on Google as “Financial consultant”.
Based in Irvine, 23 mi away
63/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 4.6★ from 41 Google reviews, listed on Google as “Financial consultant”.
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 252 ranked financial advisors here; the rest are on their profiles.
Also serving Lakeland Village
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.
| Business | Google rating | Distance |
|---|---|---|
| Airforce Reserve Services Department | 4.5★ (2) | 19 mi |
| AJT Wealth Consultants | 5.0★ (2) | 14 mi |
| Annette Di Bello, CPA, CFP Inc. - Di Bello Financial | 3.0★ (2) | 20 mi |
| Edward Jones - Financial Advisor: Jennifer Horn, CEPA®|ABFP® | 5.0★ (2) | 11 mi |
| Edward Jones - Financial Advisor: Mason G Mortimer, CFP® | 5.0★ (2) | 14 mi |
| Emerald Blue Advisors, Inc. | 5.0★ (2) | 20 mi |
| Enumerate Financial Services | 3.0★ (2) | 19 mi |
| Hahn Financial & Insurance Services Inc | 5.0★ (2) | 13 mi |
| Jeremy Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC | 3.0★ (2) | 10 mi |
| Lund Financial Management | 5.0★ (2) | 14 mi |
| MD Brown Financial | 5.0★ (2) | 10 mi |
| Merrill Lynch Wealth Management | 3.0★ (2) | 15 mi |
| New York Life - Jeffrey Beaulieu | 5.0★ (2) | 20 mi |
| Pintar Investment Company | 3.0★ (2) | 20 mi |
| Prudent Investors | 3.0★ (2) | 20 mi |
| South West Legal Aid | 5.0★ (2) | 14 mi |
| Sterling Financial Advisors | 5.0★ (2) | 19 mi |
| Strivent Financial | 5.0★ (2) | 20 mi |
| Trading Anarchy RBFX | In Lakeland Village | |
| Webb Financial Group | 5.0★ (2) | 19 mi |
How we ranked Lakeland Village financial advisors
We scored 252 Lakeland Village 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.
| Factor | Weight | Computed from | In Lakeland Village data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial advisor
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Lakeland Village: frequently asked questions
Which financial advisor has the highest RFA Score in Lakeland Village?
By RFA Score, the highest-ranked financial advisor in Lakeland Village, CA is Marathon Group Financial with an RFA Score of 73/100. It has 5.0★ from 120 Google reviews. Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor (#2) and PACIFIC CAPITAL (#3) follow. We ranked 252 financial advisors on eight factors, last updated November 9, 2026.
How many financial advisors are there in Lakeland Village?
RankedFinancialAdvisors ranks 252 financial advisors serving Lakeland Village, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.
Which financial advisors in Lakeland Village work on weekends?
52 of 252 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Strong Credit Repair (#10), Sophia Martinez-Smith: Primerica - Financial Services (#12) and Kayla Fox: Primerica - Financial Services (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Lakeland Village financial advisors have?
The median Google rating among 252 rated financial advisors in Lakeland Village is 4.9★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 321 reviews, and ranks #22. 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 Lakeland Village count in this ranking?
Yes, if they are within 25 mi of the Lakeland Village 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 Lakeland Village 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 Lakeland Village 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 Lakeland Village
- November 2026: RFA Scores recalculated for 252 financial advisors serving Lakeland Village.
- November 2026: 8 duplicate listings merged.
More financial advisors and Lakeland Village pages
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