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Financial Planners in Bloomington, CA: 2026 rankings

128 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

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

  2. 2

    Most-reviewed: PACIFIC CAPITAL, 216 Google reviews at 5.0★, the most of 128 ranked after Falcon Wealth Planning; ranked #2.

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

128 Bloomington financial planners are ranked here by RFA Score, from eight published factors. 43 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.0★ across 128 rated firms.

Most of this list also appears on the Financial planners in Riverside ranking. See Financial planners in Riverside

Top 10 financial planners in Bloomington 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 planners in Bloomington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Falcon Wealth Planning754.9★ (296)Ontario, 10 mi away—Top score
2PACIFIC CAPITAL725.0★ (216)Corona, 17 mi away—Most reviews
3Strong Credit Repair704.9★ (89)Riverside, 6 mi awaySat · Sun · Evenings—
4Insurance Latino | Seguros de Vida684.9★ (117)Chino Hills, 20 mi awaySat—
5Miles Financial Group - Ontario684.9★ (67)Ontario, 10 mi away——
6Hooks Financial Services675.0★ (40)Rialto, 4 mi away——
7CPA & Insurance664.8★ (111)Diamond Bar, 25 mi awaySat · Evenings—
8Paramount Tax & Accounting - Eastvale664.9★ (55)Eastvale, 14 mi awaySat—
9Jorge Merlos655.0★ (41)Rancho Cucamonga, 11 mi away——
10The Financial Architects654.9★ (68)Chino Hills, 20 mi awaySat—

All 128 financial planners in Bloomington, 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 Bloomington

    #1 Falcon Wealth Planning

    Based in Ontario, 10 mi away

    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 PACIFIC CAPITAL

    Based in Corona, 17 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, 6 mi away

    70/100RFA 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

  7. #7 CPA & Insurance

    Based in Diamond Bar, 25 mi away

    66/100RFA 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

  9. #9 Jorge Merlos

    Based in Rancho Cucamonga, 11 mi away

    65/100RFA Score

    Ranked #9 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

  10. #10 The Financial Architects

    Based in Chino Hills, 20 mi away

    65/100RFA Score

    Ranked #10 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

  11. #11 Evermont Wealth

    Based in Claremont, 19 mi away

    63/100RFA Score

    Ranked #11 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

  12. #12 La Bolsa De Valores USA

    Based in San Bernardino, 10 mi away

    63/100RFA Score

    Ranked #12 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

  16. #16 Planable Wealth

    Based in Riverside, 7 mi away

    62/100RFA Score

    Ranked #16 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

  17. #17 Global Credit Union

    Based in Hesperia, 25 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 90 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Sat 9 AM–5 PM · Sun closed
    Address
    16869 Main St, Hesperia, CA 92345
    View profile for Global Credit Union(800) 525-9094

  19. #19 TriCord Advisors, Inc.

    Based in Riverside, 8 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6772 Magnolia Ave, Riverside, CA 92506
    View profile for TriCord Advisors, Inc.(951) 684-7011

  22. #22 ClearPath Financial

    Based in Corona, 20 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4740 Green River Rd Ste 108, Corona, CA 92878
    View profile for ClearPath Financial(888) 603-9379

  25. #25 SLD SOLUTIONS INC.

    Based in Anaheim, 24 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    155 N Riverview Dr, Anaheim, CA 92808
    View profile for SLD SOLUTIONS INC.(888) 711-0818

How we ranked Bloomington financial planners

We scored 128 Bloomington financial planners 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 Bloomington 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Bloomington: frequently asked questions

Which financial planner has the highest RFA Score in Bloomington?

By RFA Score, the highest-ranked financial planner in Bloomington, CA is Falcon Wealth Planning with an RFA Score of 75/100. It has 4.9★ from 296 Google reviews. PACIFIC CAPITAL (#2) and Strong Credit Repair (#3) follow. We ranked 128 financial planners on eight factors, last updated November 9, 2026.

Which financial planners in Bloomington work on weekends?

43 of 128 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Strong Credit Repair (#3), Insurance Latino | Seguros de Vida (#4) and CPA & Insurance (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bloomington financial planners have?

The median Google rating among 128 rated financial planners in Bloomington is 4.0★, with a median of 28 reviews. Falcon Wealth Planning has the most, 296 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Bloomington count in this ranking?

Yes, if they are within 25 mi of the Bloomington city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Bloomington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Bloomington 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 planners 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 Bloomington

  1. November 2026: RFA Scores recalculated for 128 financial planners serving Bloomington.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Bloomington pages