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Financial Planners in California: Ranked Lists by City (2026)

502 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →

We rank financial planners in 502 California cities, 118,111 city rankings in all. The largest lists are Norwalk (658), West Whittier-Los Nietos (651) and Bellflower (648).

Financial planners by city in California

Every California city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.

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.

Financial planners ranked by city in California
CityRankedRanked #1Its RFA Score
Financial planners in Norwalk658Black Inc Tax Services74
Financial planners in West Whittier-Los Nietos651Black Inc Tax Services75
Financial planners in Bellflower648Black Inc Tax Services74
Financial planners in Santa Fe Springs648Black Inc Tax Services75
Financial planners in Downey647Black Inc Tax Services75
Financial planners in Artesia646Black Inc Tax Services74
Financial planners in La Mirada645Black Inc Tax Services75
Financial planners in Cerritos639Black Inc Tax Services74
Financial planners in South Whittier639Black Inc Tax Services74
Financial planners in Paramount637Black Inc Tax Services74
Financial planners in Lakewood635Black Inc Tax Services74
Financial planners in Whittier631Black Inc Tax Services75
Financial planners in La Palma620Black Inc Tax Services74
Financial planners in Hawaiian Gardens617Black Inc Tax Services74
Financial planners in La Habra616Black Inc Tax Services74
Financial planners in Buena Park615Black Inc Tax Services74
Financial planners in East Rancho Dominguez611Infinite Financial Firm Credit Doc75
Financial planners in Signal Hill601Infinite Financial Firm Credit Doc73
Financial planners in Pico Rivera600Black Inc Tax Services76
Financial planners in Hacienda Heights597Herbert Financial Group75
Financial planners in Bell Gardens590Black Inc Tax Services76
Financial planners in Cypress588Black Inc Tax Services73
Financial planners in Fullerton588Black Inc Tax Services73
Financial planners in Montebello582Black Inc Tax Services76
Financial planners in Los Alamitos579Black Inc Tax Services73
Financial planners in Rowland Heights575Herbert Financial Group74
Financial planners in Brea571Herbert Financial Group73
Financial planners in Stanton567Little Saigon Living Trust73
Financial planners in Compton564Infinite Financial Firm Credit Doc75
Financial planners in Anaheim562Black Inc Tax Services72
Financial planners in Cudahy562Black Inc Tax Services75
Financial planners in Placentia559Herbert Financial Group72
Financial planners in Commerce558Black Inc Tax Services76
Financial planners in Monterey Park556Black Inc Tax Services76
Financial planners in La Puente555Herbert Financial Group75
Financial planners in Lynwood555Infinite Financial Firm Credit Doc75
Financial planners in Maywood555Black Inc Tax Services76
Financial planners in Bell554Black Inc Tax Services76
Financial planners in Boyle Heights554Black Inc Tax Services76
Financial planners in Rossmoor552Black Inc Tax Services73
Financial planners in East Los Angeles551Black Inc Tax Services77
Financial planners in Rosemead550Herbert Financial Group75
Financial planners in South Gate550Infinite Financial Firm Credit Doc75
Financial planners in Walnut Park544Infinite Financial Firm Credit Doc76
Financial planners in South El Monte543Herbert Financial Group75
Financial planners in South San Jose Hills543Herbert Financial Group75
Financial planners in Avocado Heights541Herbert Financial Group76
Financial planners in Huntington Park539Infinite Financial Firm Credit Doc76
Financial planners in East San Gabriel538Herbert Financial Group75
Financial planners in Florence-Graham535Infinite Financial Firm Credit Doc76
Financial planners in Los Angeles534Infinite Financial Firm Credit Doc79
Financial planners in San Gabriel532Herbert Financial Group75
Financial planners in Long Beach530Infinite Financial Firm Credit Doc73
Financial planners in Willowbrook530Infinite Financial Firm Credit Doc76
Financial planners in Yorba Linda526Herbert Financial Group72
Financial planners in Alhambra522Black Inc Tax Services75
Financial planners in Westminster519Little Saigon Living Trust74
Financial planners in Echo Park515Infinite Financial Firm Credit Doc76
Financial planners in Walnut515Herbert Financial Group75
Financial planners in El Monte513Herbert Financial Group76
Financial planners in Westmont513Infinite Financial Firm Credit Doc76
Financial planners in Garden Grove505Little Saigon Living Trust74
Financial planners in Seal Beach503Black Inc Tax Services72
Financial planners in Silver Lake502Infinite Financial Firm Credit Doc76
Financial planners in South Pasadena498Herbert Financial Group75
Financial planners in Koreatown494Infinite Financial Firm Credit Doc77
Financial planners in San Marino493Herbert Financial Group75
Financial planners in Temple City493Herbert Financial Group76
Financial planners in Inglewood489Infinite Financial Firm Credit Doc77
Financial planners in Lennox489Infinite Financial Firm Credit Doc76
Financial planners in Valinda489Herbert Financial Group76
Financial planners in Gardena485Infinite Financial Firm Credit Doc76
Financial planners in View Park-Windsor Hills484Infinite Financial Firm Credit Doc77
Financial planners in West Puente Valley484Herbert Financial Group76
Financial planners in Carson483Infinite Financial Firm Credit Doc75
Financial planners in Orange483Mutual of Omaha Mortgage73
Financial planners in Hawthorne482Infinite Financial Firm Credit Doc76
Financial planners in Chino Hills479Falcon Wealth Planning73
Financial planners in Hollywood472Infinite Financial Firm Credit Doc77
Financial planners in Del Aire471Infinite Financial Firm Credit Doc76
Financial planners in Beverly Hills468Infinite Financial Firm Credit Doc78
Financial planners in Glendale467Infinite Financial Firm Credit Doc76
Financial planners in Culver City466Infinite Financial Firm Credit Doc78
Financial planners in West Hollywood465Infinite Financial Firm Credit Doc78
Financial planners in Pasadena464Herbert Financial Group75
Financial planners in Lawndale462Infinite Financial Firm Credit Doc76
Financial planners in West Carson462Infinite Financial Firm Credit Doc75
Financial planners in North Tustin461Mutual of Omaha Mortgage75
Financial planners in Fountain Valley454Little Saigon Living Trust74
Financial planners in West Covina453Herbert Financial Group76
Financial planners in El Segundo452Infinite Financial Firm Credit Doc76
Financial planners in Diamond Bar450Herbert Financial Group74
Financial planners in Universal City450Infinite Financial Firm Credit Doc77
Financial planners in Santa Ana449Mutual of Omaha Mortgage75
Financial planners in Tustin449Mutual of Omaha Mortgage75
Financial planners in Venice449Infinite Financial Firm Credit Doc78
Financial planners in Baldwin Park447Herbert Financial Group76
Financial planners in Studio City447Infinite Financial Firm Credit Doc77
Financial planners in Santa Monica442Infinite Financial Firm Credit Doc78
Financial planners in Huntington Beach438Little Saigon Living Trust74
Financial planners in Sherman Oaks438Infinite Financial Firm Credit Doc77
Financial planners in Manhattan Beach437Infinite Financial Firm Credit Doc76
Financial planners in Burbank431Infinite Financial Firm Credit Doc76
Financial planners in North Hollywood431Infinite Financial Firm Credit Doc77
Financial planners in Torrance430Infinite Financial Firm Credit Doc75
Financial planners in La Cañada Flintridge426Infinite Financial Firm Credit Doc74
Financial planners in Hermosa Beach421Infinite Financial Firm Credit Doc76
Financial planners in Van Nuys419Infinite Financial Firm Credit Doc76
Financial planners in Arcadia415Herbert Financial Group77
Financial planners in Altadena414Herbert Financial Group75
Financial planners in Valley Glen414Infinite Financial Firm Credit Doc76
Financial planners in La Crescenta-Montrose409Infinite Financial Firm Credit Doc74
Financial planners in Costa Mesa406Mutual of Omaha Mortgage75
Financial planners in Encino405Infinite Financial Firm Credit Doc77
Financial planners in Irvine405Mutual of Omaha Mortgage77
Financial planners in Corona403PACIFIC CAPITAL77
Financial planners in Redondo Beach402Infinite Financial Firm Credit Doc75
Financial planners in Covina401Herbert Financial Group76
Financial planners in Sierra Madre398Herbert Financial Group76
Financial planners in Newport Beach387Mutual of Omaha Mortgage74
Financial planners in Duarte385Herbert Financial Group77
Financial planners in San Pedro384Infinite Financial Firm Credit Doc73
Financial planners in Monrovia381Herbert Financial Group78
Financial planners in Lomita380Infinite Financial Firm Credit Doc74
Financial planners in Tujunga380Infinite Financial Firm Credit Doc75
Financial planners in Citrus376Herbert Financial Group76
Financial planners in Foothill Ranch372Mutual of Omaha Mortgage75
Financial planners in Home Gardens368PACIFIC CAPITAL77
Financial planners in North Hills367Cake Mortgage77
Financial planners in Azusa363Herbert Financial Group76
Financial planners in Sunland362Infinite Financial Firm Credit Doc74
Financial planners in Shadow Hills360Infinite Financial Firm Credit Doc75
Financial planners in Lake Forest359Mutual of Omaha Mortgage76
Financial planners in Fairview354Priority Tax Relief73
Financial planners in Hayward352Priority Tax Relief74
Financial planners in San Fernando350Cake Mortgage76
Financial planners in Northridge349Cake Mortgage77
Financial planners in Laguna Hills348Mutual of Omaha Mortgage76
Financial planners in Laguna Woods348Mutual of Omaha Mortgage76
Financial planners in Castro Valley347Priority Tax Relief74
Financial planners in Cherryland347Priority Tax Relief74
Financial planners in San Lorenzo347Priority Tax Relief74
Financial planners in Ashland346Priority Tax Relief74
Financial planners in Pomona340Falcon Wealth Planning74
Financial planners in Glendora338Herbert Financial Group76
Financial planners in Rancho Santa Margarita338American Pacific Financial Services Corp (APFSC)76
Financial planners in Chino335Falcon Wealth Planning75
Financial planners in San Leandro335Priority Tax Relief75
Financial planners in Union City333Priority Tax Relief72
Financial planners in Palos Verdes Estates330Infinite Financial Firm Credit Doc75
Financial planners in Mission Viejo329Mutual of Omaha Mortgage75
Financial planners in Norco327PACIFIC CAPITAL76
Financial planners in Alameda324Priority Tax Relief76
Financial planners in Moraga324Priority Tax Relief74
Financial planners in Aliso Viejo321Mutual of Omaha Mortgage75
Financial planners in Woodland Hills321Cake Mortgage77
Financial planners in Calabasas320Cake Mortgage76
Financial planners in Piedmont319Priority Tax Relief75
Financial planners in Canoga Park318Cake Mortgage77
Financial planners in Oakland318Priority Tax Relief76
Financial planners in San Dimas318Herbert Financial Group75
Financial planners in Emeryville317Priority Tax Relief76
Financial planners in Redwood Shores317Priority Tax Relief74
Financial planners in Foster City315Priority Tax Relief75
Financial planners in La Verne313Herbert Financial Group74
Financial planners in Laguna Beach311Mutual of Omaha Mortgage75
Financial planners in Lafayette308Priority Tax Relief73
Financial planners in Coto De Caza305American Pacific Financial Services Corp (APFSC)76
Financial planners in Redwood City305Priority Tax Relief73
Financial planners in San Carlos305Priority Tax Relief74
Financial planners in Berkeley304Priority Tax Relief75
Financial planners in Orinda304Priority Tax Relief74
Financial planners in North Fair Oaks301Priority Tax Relief73
Financial planners in West Hills300Cake Mortgage77
Financial planners in Belmont299Priority Tax Relief74
Financial planners in Ladera Ranch297American Pacific Financial Services Corp (APFSC)75
Financial planners in Rancho Palos Verdes294Infinite Financial Firm Credit Doc74
Financial planners in Chatsworth293Cake Mortgage78
Financial planners in Chinatown292Priority Tax Relief77
Financial planners in Claremont291Falcon Wealth Planning75
Financial planners in Eastvale291Falcon Wealth Planning76
Financial planners in Albany288Priority Tax Relief75
Financial planners in San Francisco285Priority Tax Relief79
Financial planners in Mission District284Priority Tax Relief78
Financial planners in Visitacion Valley284Priority Tax Relief78
Financial planners in Laguna Niguel283Heritage Financial Services75
Financial planners in San Mateo278Priority Tax Relief75
Financial planners in San Ramon275Priority Tax Relief72
Financial planners in El Cerrito274Priority Tax Relief75
Financial planners in El Sobrante272Priority Tax Relief74
Financial planners in Dublin269Turnkey Financial Solutions70
Financial planners in Fremont269Turnkey Financial Solutions72
Financial planners in Walnut Creek265Insight Capital Management73
Financial planners in Martinez264Insight Capital Management73
Financial planners in Newark264Priority Tax Relief72
Financial planners in Pinole264Priority Tax Relief73
Financial planners in Pleasanton264Turnkey Financial Solutions70
Financial planners in Danville263Priority Tax Relief72
Financial planners in Montclair263Falcon Wealth Planning75
Financial planners in Noe Valley263Priority Tax Relief78
Financial planners in Richmond263Priority Tax Relief75
Financial planners in Alamo262Priority Tax Relief73
Financial planners in San Pablo262Priority Tax Relief74
Financial planners in Hercules261Priority Tax Relief73
Financial planners in Pleasant Hill259Insight Capital Management74
Financial planners in San Juan Capistrano259Heritage Financial Services74
Financial planners in Benicia257Insight Capital Management74
Financial planners in Ontario256Falcon Wealth Planning77
Financial planners in East Palo Alto252Priority Tax Relief72
Financial planners in Menlo Park249Priority Tax Relief72
Financial planners in South San Francisco248Priority Tax Relief77
Financial planners in Agoura245Cake Mortgage75
Financial planners in Mira Mesa245PDS Debt78
Financial planners in Rancho Penasquitos245PDS Debt79
Financial planners in Poway243PDS Debt78
Financial planners in San Bruno242Priority Tax Relief77
Financial planners in Burlingame240Priority Tax Relief76
Financial planners in Dana Point240Heritage Financial Services74
Financial planners in La Jolla237PDS Debt76
Financial planners in Concord236Insight Capital Management76
Financial planners in Solana Beach235Insurance Experts Solutions76
Financial planners in Agoura Hills234Cake Mortgage74
Financial planners in Oak Park234Cake Mortgage75
Financial planners in Millbrae232Priority Tax Relief76
Financial planners in Hillsborough230Priority Tax Relief76
Financial planners in Daly City229Priority Tax Relief77
Financial planners in Encinitas229Insurance Experts Solutions76
Financial planners in Palo Alto229Priority Tax Relief72
Financial planners in Vallejo226Insight Capital Management73
Financial planners in Malibu221Infinite Financial Firm Credit Doc74
Financial planners in Upland220Falcon Wealth Planning76
Financial planners in Santa Clarita219Cake Mortgage75
Financial planners in Pacifica215Priority Tax Relief76
Financial planners in Stanford213Priority Tax Relief72
Financial planners in Jurupa Valley212Falcon Wealth Planning76
Financial planners in Milpitas212Paramount Tax & Accounting Silicon Valley Central70
Financial planners in San Clemente210Heritage Financial Services73
Financial planners in Escondido209Insurance Experts Solutions77
Financial planners in Stevenson Ranch206Cake Mortgage75
Financial planners in Mountain View202Paramount Tax & Accounting Silicon Valley Central70
Financial planners in Los Altos201Paramount Tax & Accounting Silicon Valley Central70
Financial planners in Santee200PDS Debt76
Financial planners in Sunnyvale195Paramount Tax & Accounting Silicon Valley Central71
Financial planners in La Mesa194PDS Debt75
Financial planners in Lakeside194PDS Debt76
Financial planners in Tamalpais-Homestead Valley194Priority Tax Relief75
Financial planners in Mill Valley191Priority Tax Relief75
Financial planners in Rancho Cucamonga191Falcon Wealth Planning76
Financial planners in Santa Clara190Paramount Tax & Accounting Silicon Valley Central72
Financial planners in El Cajon189PDS Debt75
Financial planners in Winter Gardens189PDS Debt76
Financial planners in Bostonia188PDS Debt75
Financial planners in Cupertino188Paramount Tax & Accounting Silicon Valley Central71
Financial planners in San Diego188PDS Debt79
Financial planners in San Marcos188Insurance Experts Solutions77
Financial planners in Clayton186Insight Capital Management75
Financial planners in Half Moon Bay185Priority Tax Relief74
Financial planners in Casa de Oro-Mount Helix184PDS Debt75
Financial planners in Larkspur184Priority Tax Relief74
Financial planners in Lemon Grove184PDS Debt75
Financial planners in San Rafael184Priority Tax Relief74
Financial planners in National City183Insurance Experts Solutions79
Financial planners in La Presa182PDS Debt74
Financial planners in Spring Valley182PDS Debt75
Financial planners in Coronado181PDS Debt74
Financial planners in San Anselmo181Priority Tax Relief73
Financial planners in Rancho San Diego180PDS Debt74
Financial planners in Simi Valley180Cake Mortgage75
Financial planners in Pedley179Falcon Wealth Planning75
Financial planners in Vista179Insurance Experts Solutions75
Financial planners in Glen Avon176Falcon Wealth Planning76
Financial planners in Thousand Oaks176Cake Mortgage74
Financial planners in Bay Point169Insight Capital Management75
Financial planners in San Jose168Paramount Tax & Accounting Silicon Valley Central72
Financial planners in Saratoga166Paramount Tax & Accounting Silicon Valley Central71
Financial planners in Alum Rock165Paramount Tax & Accounting Silicon Valley Central71
Financial planners in Carlsbad165San Diego Tax & Financial Associates76
Financial planners in Livermore165Turnkey Financial Solutions69
Financial planners in Ramona164PDS Debt75
Financial planners in Oceanside162San Diego Tax & Financial Associates74
Financial planners in Bonita161PDS Debt73
Financial planners in Chula Vista161PDS Debt73
Financial planners in Campbell157Paramount Tax & Accounting Silicon Valley Central73
Financial planners in Antelope152Bangerter Financial Strategies, Inc.73
Financial planners in Camp Pendleton South152Insurance Experts Solutions74
Financial planners in Foothill Farms152Allworth Financial73
Financial planners in North Highlands152Allworth Financial73
Financial planners in Novato152Community First Credit Union73
Financial planners in American Canyon151Insight Capital Management72
Financial planners in Arden-Arcade151Allworth Financial75
Financial planners in La Riviera150Allworth Financial75
Financial planners in Rosemont150Allworth Financial75
Financial planners in Lakeland Village149Marathon Group Financial72
Financial planners in Los Gatos149Paramount Tax & Accounting Silicon Valley Central71
Financial planners in Communications Hill148Paramount Tax & Accounting Silicon Valley Central72
Financial planners in Pittsburg148Insight Capital Management74
Financial planners in Carmichael147Allworth Financial74
Financial planners in Folsom147Bangerter Financial Strategies, Inc.76
Financial planners in Orangevale147Bangerter Financial Strategies, Inc.75
Financial planners in Fair Oaks146Bangerter Financial Strategies, Inc.74
Financial planners in Florin146Allworth Financial74
Financial planners in Rancho Cordova146Allworth Financial74
Financial planners in Vineyard146Applied Bookkeeping & Tax Services Elk Grove75
Financial planners in Parkway145Allworth Financial74
Financial planners in Rio Linda145Allworth Financial73
Financial planners in Sacramento145Allworth Financial76
Financial planners in Citrus Heights144Bangerter Financial Strategies, Inc.74
Financial planners in Lake Elsinore144PACIFIC CAPITAL73
Financial planners in El Dorado Hills143Bangerter Financial Strategies, Inc.74
Financial planners in Roseville143Bangerter Financial Strategies, Inc.73
Financial planners in Moorpark140Cake Mortgage73
Financial planners in West Sacramento139Towerpoint Wealth75
Financial planners in Fontana138Falcon Wealth Planning75
Financial planners in Valencia138Cake Mortgage74
Financial planners in Granite Bay135Bangerter Financial Strategies, Inc.74
Financial planners in Rocklin134Bangerter Financial Strategies, Inc.73
Financial planners in Rubidoux133Falcon Wealth Planning74
Financial planners in Woodcrest133PACIFIC CAPITAL74
Financial planners in Riverside132PACIFIC CAPITAL74
Financial planners in Elk Grove130Applied Bookkeeping & Tax Services Elk Grove76
Financial planners in Imperial Beach130Pure Financial Advisors, LLC75
Financial planners in Bloomington128Falcon Wealth Planning75
Financial planners in Brentwood127Insight Capital Management72
Financial planners in Laguna127Applied Bookkeeping & Tax Services Elk Grove75
Financial planners in Lincoln126Bangerter Financial Strategies, Inc.71
Financial planners in Mead Valley126PACIFIC CAPITAL73
Financial planners in Oakley123Insight Capital Management72
Financial planners in Muscoy122Falcon Wealth Planning73
Financial planners in Antioch119Insight Capital Management74
Financial planners in Rialto119Falcon Wealth Planning74
Financial planners in Colton117Falcon Wealth Planning73
Financial planners in Alpine115PDS Debt74
Financial planners in Grand Terrace115Falcon Wealth Planning73
Financial planners in Fillmore114Cake Mortgage72
Financial planners in Cameron Park112Bangerter Financial Strategies, Inc.73
Financial planners in San Bernardino111Falcon Wealth Planning73
Financial planners in Scotts Valley110Paramount Tax & Accounting Silicon Valley Central68
Financial planners in Castaic109Cake Mortgage73
Financial planners in Discovery Bay106Insight Capital Management70
Financial planners in Auburn105Bangerter Financial Strategies, Inc.71
Financial planners in Fallbrook105Insurance Experts Solutions73
Financial planners in Loma Linda105Falcon Wealth Planning72
Financial planners in North Auburn103Bangerter Financial Strategies, Inc.71
Financial planners in Moreno Valley102PACIFIC CAPITAL72
Financial planners in Crestline99Falcon Wealth Planning72
Financial planners in Perris96PACIFIC CAPITAL72
Financial planners in Redlands96Falcon Wealth Planning71
Financial planners in Morgan Hill95Paramount Tax & Accounting Silicon Valley Central68
Financial planners in Canyon Lake94PACIFIC CAPITAL72
Financial planners in Highland93Falcon Wealth Planning72
Financial planners in Wildomar92Marathon Group Financial73
Financial planners in Sonoma88Community First Credit Union71
Financial planners in Sun City85Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor72
Financial planners in Petaluma83Community First Credit Union72
Financial planners in Lake Arrowhead82Strong Credit Repair67
Financial planners in Diamond Springs81WealthGuard Advisors, Inc.72
Financial planners in Suisun81Insight Capital Management72
Financial planners in Camarillo80Impact Leadership Network, Inc.72
Financial planners in Menifee78Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor71
Financial planners in Fairfield76Insight Capital Management72
Financial planners in San Diego Country Estates76PDS Debt74
Financial planners in Live Oak73Paramount Tax & Accounting Silicon Valley Central68
Financial planners in Placerville69WealthGuard Advisors, Inc.74
Financial planners in Davis68Towerpoint Wealth71
Financial planners in Capitola66Paramount Tax & Accounting Silicon Valley Central68
Financial planners in Galt66Applied Bookkeeping & Tax Services Elk Grove73
Financial planners in Napa65Redwood Credit Union72
Financial planners in Dixon64Towerpoint Wealth70
Financial planners in Santa Cruz59Paramount Tax & Accounting Silicon Valley Central68
Financial planners in Phelan58Falcon Wealth Planning71
Financial planners in Santa Paula58Legacy Financial Group70
Financial planners in Tracy58Paramount Tax & Accounting Lathrop - Manteca67
Financial planners in Vincent58Nola CRS LLC73
Financial planners in Murrieta57Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor75
Financial planners in Oxnard57Legacy Financial Group69
Financial planners in San Jacinto57Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor71
Financial planners in Yucaipa57Strong Credit Repair67
Financial planners in Rohnert Park56Community First Credit Union72
Financial planners in Lathrop55Paramount Tax & Accounting Lathrop - Manteca69
Financial planners in Ripon55Shield Uribe Insurance Agency66
Financial planners in Salida55Shield Uribe Insurance Agency67
Financial planners in Manteca54Paramount Tax & Accounting Lathrop - Manteca67
Financial planners in Temecula53Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor75
Financial planners in Port Hueneme52Probate Services Inc.68
Financial planners in Beaumont51Strong Credit Repair66
Financial planners in Santa Rosa51Community First Credit Union75
Financial planners in Woodland51Towerpoint Wealth70
Financial planners in Parlier50Legacy Finance66
Financial planners in Selma50Legacy Finance65
Financial planners in Stockton49Homeowners Financial Group66
Financial planners in Hemet48Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor71
Financial planners in Clovis44Panoramic Financial73
Financial planners in Fresno44Legacy Finance70
Financial planners in East Hemet43Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor71
Financial planners in Garden Acres43Paramount Tax & Accounting Lathrop - Manteca65
Financial planners in Sanger43Legacy Finance67
Financial planners in Valle Vista43Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor70
Financial planners in Lodi42Applied Bookkeeping & Tax Services Elk Grove70
Financial planners in Reedley41Legacy Finance65
Financial planners in Kerman39Legacy Finance64
Financial planners in Madera39Legacy Finance64
Financial planners in Truckee39Financial Mentor71
Financial planners in Watsonville39Carpe Diem Financial Services63
Financial planners in Riverbank37Shield Uribe Insurance Agency65
Financial planners in Modesto35Shield Uribe Insurance Agency68
Financial planners in Vacaville35Redwood Credit Union67
Financial planners in Ventura35Strategic Path Financial Group, LLC67
Financial planners in Windsor34Community First Credit Union72
Financial planners in Banning33Bank of America (with Drive-thru ATM)62
Financial planners in Carpinteria33Frans Visser Insurance65
Financial planners in Ceres33Shield Uribe Insurance Agency68
Financial planners in Kingsburg33Legacy Finance64
Financial planners in Delhi32Shield Uribe Insurance Agency66
Financial planners in Patterson32Shield Uribe Insurance Agency71
Financial planners in Turlock32Shield Uribe Insurance Agency67
Financial planners in Hesperia31Global Credit Union70
Financial planners in Prunedale31First Command Financial Advisor - David Slater, RICP®|CFP®62
Financial planners in Arroyo Grande30Crew Wealth Management65
Financial planners in Grover Beach30Crew Wealth Management65
Financial planners in Nipomo30Creations Coastal Financial & Insurance Services - Santa Maria67
Financial planners in Oakdale30Bank of America (with Drive-thru ATM)62
Financial planners in Palm Springs30Ernesto Arcos Financial Advisor68
Financial planners in Cathedral City29Ernesto Arcos Financial Advisor71
Financial planners in Healdsburg29Community First Credit Union71
Financial planners in La Quinta28Ernesto Arcos Financial Advisor67
Financial planners in Coachella27Ernesto Arcos Financial Advisor66
Financial planners in Desert Hot Springs27Ernesto Arcos Financial Advisor67
Financial planners in Indio27Ernesto Arcos Financial Advisor69
Financial planners in Palm Desert27Ernesto Arcos Financial Advisor70
Financial planners in Rancho Mirage27Ernesto Arcos Financial Advisor70
Financial planners in Marina25First Command Financial Advisor - David Slater, RICP®|CFP®64
Financial planners in Gilroy23BMO Bank N.A Branches62
Financial planners in Los Osos23Crew Wealth Management66
Financial planners in Morro Bay23Crew Wealth Management65
Financial planners in San Luis Obispo23Crew Wealth Management69
Financial planners in Bakersfield22Mesa Group Consulting78
Financial planners in Livingston22Shield Uribe Insurance Agency65
Financial planners in Apple Valley21Global Credit Union74
Financial planners in Oildale21Mesa Group Consulting75
Financial planners in Rosedale20Mesa Group Consulting75
Financial planners in Santa Maria20Creations Coastal Financial & Insurance Services - Santa Maria68
Financial planners in Shafter20Mesa Group Consulting72
Financial planners in Lamont19Mesa Group Consulting73
Financial planners in McFarland19Mesa Group Consulting71
Financial planners in Newman19Shield Uribe Insurance Agency69
Financial planners in Victorville19Global Credit Union74
Financial planners in Wasco19Mesa Group Consulting70
Financial planners in Arvin18Mesa Group Consulting72
Financial planners in Dinuba18Bank of America (with Drive-thru ATM)62
Financial planners in Orcutt18Creations Coastal Financial & Insurance Services - Santa Maria66
Financial planners in Quartz Hill18Nola CRS LLC72
Financial planners in Anderson17Summit Wealth Strategies71
Financial planners in Atascadero17Crew Wealth Management66
Financial planners in Hanford17BMO Bank N.A Branches63
Financial planners in Pacific Grove17First Command Financial Advisor - David Slater, RICP®|CFP®65
Financial planners in Redding17Summit Wealth Strategies75
Financial planners in Salinas17First Command Financial Advisor - David Slater, RICP®|CFP®64
Financial planners in Shasta Lake17Summit Wealth Strategies72
Financial planners in Adelanto16Global Credit Union72
Financial planners in Santa Barbara16Omega Financial Group, LLC70
Financial planners in Visalia16Bank of America (with Drive-thru ATM)65
Financial planners in Chico15Embrace Wealth Management72
Financial planners in Goleta15Omega Financial Group, LLC68
Financial planners in Isla Vista15Omega Financial Group, LLC67
Financial planners in South Lake Tahoe15Sean Marler, CFP - COUNTRY Financial Representative65
Financial planners in Big Bear City14Prudential Advisors - Phillip Vertin, CFP | Financial Advisor Los Angeles62
Financial planners in Farmersville14Bank of America (with Drive-thru ATM)63
Financial planners in Hollister14Bank of America Financial Center63
Financial planners in Magalia14Embrace Wealth Management68
Financial planners in Monterey14First Command Financial Advisor - David Slater, RICP®|CFP®67
Financial planners in Oroville14Embrace Wealth Management67
Financial planners in Paradise14Embrace Wealth Management69
Financial planners in Seaside14First Command Financial Advisor - David Slater, RICP®|CFP®66
Financial planners in Paso Robles13Crew Wealth Management62
Financial planners in Tulare13Bank of America (with Drive-thru ATM)65
Financial planners in Atwater12GDS Tax & Business Services58
Financial planners in Calexico12Banco BBVA69
Financial planners in El Centro12Banco BBVA67
Financial planners in Imperial12Banco BBVA66
Financial planners in Palmdale12Nola CRS LLC75
Financial planners in Brawley11Banco BBVA64
Financial planners in Grass Valley11Meyers Investment Group of Baird69
Financial planners in Lompoc11Creations Coastal Financial & Insurance Services - Santa Maria62
Financial planners in Winton11GDS Tax & Business Services56
Financial planners in Yucca Valley11Essential Enterprise LLC70
Financial planners in Arcata10Coast Central Credit Union Harrison70
Financial planners in Bayside10Coast Central Credit Union Harrison70
Financial planners in Corcoran10Bank of America (with Drive-thru ATM)62
Financial planners in Eureka10Coast Central Credit Union Harrison73
Financial planners in Fortuna10Coast Central Credit Union Fortuna72
Financial planners in McKinleyville10Coast Central Credit Union Giuntoli69
Financial planners in Exeter9Bank of America (with Drive-thru ATM)62
Financial planners in Lake Los Angeles9Nola CRS LLC71
Financial planners in Lancaster9Nola CRS LLC73
Financial planners in Rosamond9Nola CRS LLC69
Financial planners in Sun Village9Nola CRS LLC73
Financial planners in Merced8F&M Bank58
Financial planners in Porterville8Bank of America (with Drive-thru ATM)63
Financial planners in Lindsay7Bank of America (with Drive-thru ATM)62
Financial planners in Lemoore6Terri N K Financial Coaching61
Financial planners in Chowchilla5F&M Bank52
Financial planners in Olivehurst5Bank of America (with Drive-thru ATM)60

Highest RFA Scores among California financial planners

Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.

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.

Highest RFA Scores among California financial planners
#FirmRFA ScoreCity listGoogle rating
1PDS Debt79#1 in San Diego4.9★ (1,445)
2Infinite Financial Firm Credit Doc79#1 in Los Angeles5.0★ (777)
3Insurance Experts Solutions79#1 in National City5.0★ (766)
4Priority Tax Relief79#1 in San Francisco4.9★ (677)
5Mesa Group Consulting78#1 in Bakersfield5.0★ (126)
6Cake Mortgage78#1 in Chatsworth4.8★ (956)
7Herbert Financial Group78#1 in Monrovia5.0★ (370)
8Mutual of Omaha Mortgage77#1 in Irvine4.8★ (276)
9PACIFIC CAPITAL77#1 in Corona5.0★ (216)
10Falcon Wealth Planning77#1 in Ontario4.9★ (296)

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