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Financial Advisors in Ontario, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Ontario: Falcon Wealth Planning, RFA Score 75/100; 4.9★ from 296 Google reviews.

  2. 2

    Most-reviewed: Liberty Debt Relief, 1,114 Google reviews at 4.7★, the most of 429 ranked; ranked #2.

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

429 Ontario financial advisors are ranked here by RFA Score, from eight published factors. 120 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 4.8★ across 429 rated firms.

Top 10 financial advisors in Ontario 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 Ontario at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Falcon Wealth Planning754.9★ (296)Ontario—Top score
2Liberty Debt Relief714.7★ (1,114)Orange, 24 mi awaySat · EveningsMost reviews
3Herbert Financial Group715.0★ (370)Monrovia, 22 mi awaySat—
4PACIFIC CAPITAL715.0★ (216)Corona, 16 mi away——
5Insurance Latino | Seguros de Vida714.9★ (117)Chino Hills, 6 mi awaySat—
6Miles Financial Group - Ontario704.9★ (67)Ontario——
7Sense Financial Services LLC694.9★ (127)Anaheim, 14 mi away——
8CPA & Insurance694.8★ (111)Diamond Bar, 11 mi awaySat · Evenings—
9The Financial Architects694.9★ (68)Chino Hills, 6 mi awaySat—
10Park Wealth Management684.9★ (90)Del Aire, 12 mi away——

All 429 financial advisors in Ontario, 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 Ontario

    #1 Falcon Wealth Planning

    Based in Ontario

    75/100RFA 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 Liberty Debt Relief

    Based in Orange, 24 mi away

    71/100RFA Score

    Ranked #2 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

  3. #3 Herbert Financial Group

    Based in Monrovia, 22 mi away

    71/100RFA Score

    Ranked #3 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

  4. #4 PACIFIC CAPITAL

    Based in Corona, 16 mi away

    71/100RFA Score

    Ranked #4 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

  8. #8 CPA & Insurance

    Based in Diamond Bar, 11 mi away

    69/100RFA Score

    Ranked #8 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

  9. #9 The Financial Architects

    Based in Chino Hills, 6 mi away

    69/100RFA Score

    Ranked #9 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

  12. #12 Evermont Wealth

    Based in Claremont, 5 mi away

    68/100RFA Score

    Ranked #12 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

  13. #13 Jorge Merlos

    Based in Rancho Cucamonga, 5 mi away

    67/100RFA Score

    Ranked #13 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

  14. Based in Ontario

    67/100RFA Score

    Ranked #14 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

  16. #16 Strong Credit Repair

    Based in Riverside, 17 mi away

    67/100RFA Score

    Ranked #16 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

  18. #18 Secured Income Group

    Based in Tustin, 23 mi away

    66/100RFA Score

    Ranked #18 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

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

financial advisors in Ontario, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jesus Gonzalez: Primerica655.0★ (64)22 mi
27Orange County’s Credit Union - Fullerton654.4★ (144)21 mi
28Integrity Independent Financial & Insurance Services645.0★ (24)8 mi
29PB Financial Group Corporation - Ontario Office644.9★ (14)In Ontario
30Tenacity Financial644.6★ (36)9 mi
31Homestead Wealth Management645.0★ (25)10 mi
32Hooks Financial Services645.0★ (40)17 mi
33Nancy & Mario Carmona - The Carmona Team645.0★ (50)21 mi
34Mercedes Favela-ramirez: Primerica - Financial Services644.9★ (17)4 mi
35Paramount Tax & Accounting - Tustin645.0★ (58)23 mi
36Wealth Integrity Partners645.0★ (11)In Ontario
37Global Wealth Insurance Services645.0★ (33)15 mi
38ClearPath Financial645.0★ (28)13 mi
39SLD SOLUTIONS INC.644.8★ (36)14 mi
40Carl Grande- Wealth Mentor645.0★ (27)13 mi
41Orange County’s Credit Union - Yorba Linda644.3★ (74)16 mi
42Edson Nieto Ramirez: Primerica - Financial Services635.0★ (10)In Ontario
43First Command635.0★ (52)24 mi
44Joel Gutierrez Urquidez: Primerica - Financial Services635.0★ (13)4 mi
451on1ElderCare635.0★ (12)3 mi
46Paramount Tax & Accounting Yorba Linda635.0★ (27)14 mi
47Fortune Financial Group635.0★ (24)13 mi
48Alex Tank Real Estate Investments635.0★ (12)4 mi
49Merrill Lynch Financial Advisor David Krake635.0★ (30)17 mi
50Sebastian Ruelas - LPL Financial634.9★ (17)8 mi

Also serving Ontario

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 Ontario
BusinessGoogle ratingDistance
Aram Gamboa: Primerica - Financial Services5.0★ (1)In Ontario
B P Financial Group5.0★ (1)In Ontario
California Security Insurance Services5.0★ (1)In Ontario
Community Asset Management1.0★ (1)In Ontario
Frank Pickett - Raymond James5.0★ (1)In Ontario
Gabriela Molina: Primerica - Financial Services5.0★ (2)In Ontario
ICM Financial - An Inland Empire Financial Advisor Firm1.0★ (1)In Ontario
Imelda Ozaeta: Primerica - Financial Services5.0★ (2)In Ontario
Jacqueline Soto - Thrivent3.0★ (1)In Ontario
Jorge Antonio Cervantes: Primerica - Financial Services5.0★ (1)In Ontario
Kevin Ron Nolan: Primerica - Financial Services5.0★ (2)In Ontario
Kevin Webb - Thrivent5.0★ (1)In Ontario
Larry Henry Gutierrez: Primerica - Financial Services5.0★ (1)In Ontario
Mike Iniguez: Primerica - Financial Services5.0★ (2)In Ontario
Northwestern Mutual - Ontario5.0★ (1)In Ontario
Robert Bell - Thrivent5.0★ (1)In Ontario
Simone Alexander-Morris: Primerica - Financial Services5.0★ (2)In Ontario
Wells Fargo Advisors1.0★ (1)In Ontario
Wells Fargo Advisors1.0★ (1)In Ontario
World Financial Group1.0★ (1)In Ontario

How we ranked Ontario financial advisors

We scored 429 Ontario 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 Ontario 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 Ontario: frequently asked questions

Which financial advisor has the highest RFA Score in Ontario?

By RFA Score, the highest-ranked financial advisor in Ontario, CA is Falcon Wealth Planning with an RFA Score of 75/100. It has 4.9★ from 296 Google reviews. Liberty Debt Relief (#2) and Herbert Financial Group (#3) follow. We ranked 429 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ontario?

RankedFinancialAdvisors ranks 429 financial advisors serving Ontario, CA. 8 of them are based in Ontario; 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 Ontario work on weekends?

120 of 429 ranked financial advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are Liberty Debt Relief (#2), Herbert Financial Group (#3) and Insurance Latino | Seguros de Vida (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ontario financial advisors have?

The median Google rating among 429 rated financial advisors in Ontario is 4.8★, with a median of 15 reviews. Liberty Debt Relief has the most, 1,114 reviews, and ranks #2. 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 Ontario count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 429 financial advisors serving Ontario.
  2. November 2026: 25 duplicate listings merged.

More financial advisors and Ontario pages