Skip to content

Financial Planners in Sun City, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sun City: Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor, RFA Score 72/100; 5.0★ from 120 Google reviews.

  2. 4

    Most-reviewed: American Pacific Financial Services Corp (APFSC), 275 Google reviews at 4.7★, the most of 85 ranked; ranked #4.

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

85 Sun City financial planners are ranked here by RFA Score, from eight published factors. 24 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.5★ across 85 rated firms.

Top 10 financial planners in Sun City 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 Sun City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor725.0★ (120)Murrieta, 11 mi away—Top score
2Marathon Group Financial725.0★ (120)Murrieta, 11 mi away——
3PACIFIC CAPITAL715.0★ (216)Corona, 22 mi away——
4American Pacific Financial Services Corp (APFSC)704.7★ (275)Rancho Santa Margarita, 24 mi away—Most reviews
5Strong Credit Repair674.9★ (89)Riverside, 21 mi awaySat · Sun · Evenings—
6Wolfgang Capital675.0★ (58)Temecula, 15 mi away——
7Grape Wealth Management664.8★ (67)Temecula, 17 mi away——
8Paramount Tax & Accounting Moreno Valley644.8★ (40)Moreno Valley, 14 mi away——
9Bank of America (with Drive-thru ATM)613.4★ (29)Perris, 3 mi away——
10Vantage Insurance & Wealth Strategies604.8★ (32)Redlands, 24 mi away——

All 85 financial planners in Sun City, 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 Sun City

    #1 Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor

    Based in Murrieta, 11 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 120 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    25096 Jefferson Ave Ste C-1, Murrieta, CA 92562
    View profile for Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor(951) 760-8150

  3. #3 PACIFIC CAPITAL

    Based in Corona, 22 mi away

    71/100RFA Score

    Ranked #3 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

  5. #5 Strong Credit Repair

    Based in Riverside, 21 mi away

    67/100RFA Score

    Ranked #5 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

  6. #6 Wolfgang Capital

    Based in Temecula, 15 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    28751 Rancho California Rd Ste 100, Temecula, CA 92590
    View profile for Wolfgang Capital(951) 200-5084

  7. #7 Grape Wealth Management

    Based in Temecula, 17 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 67 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    31285 Temecula Pkwy Ste 235, Temecula, CA 92592
    View profile for Grape Wealth Management(951) 338-8500

  13. #13 Planable Wealth

    Based in Riverside, 21 mi away

    59/100RFA Score

    Ranked #13 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

  15. #15 TriCord Advisors, Inc.

    Based in Riverside, 20 mi away

    59/100RFA Score

    Ranked #15 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

  19. #19 BealsBooks, Inc.

    Based in Murrieta, 11 mi away

    58/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    25185 Madison Ave Suite A, Murrieta, CA 92562
    View profile for BealsBooks, Inc.(800) 771-0306

  20. #20 Ross & Mary Hunt, Inc

    Based in Murrieta, 11 mi away

    58/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue 9 AM–6 PM · Wed 10 AM–6 PM · Thu 9 AM–4 PM · Fri 9:30 AM–2:30 PM · Sat 10:30 AM–1:30 PM · Sun closed
    Address
    Ross & Mary Hunt, Inc, 29970 Technology Dr #120, Murrieta, CA 92563
    View profile for Ross & Mary Hunt, Inc(951) 696-5292

Financial planners 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 85 ranked financial planners here; the rest are on their profiles.

financial planners in Sun City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center583.2★ (118)24 mi
27Bank of America (with Drive-thru ATM)582.3★ (123)5 mi
28Zerebny Financial & Insurance Services584.6★ (10)14 mi
29Bank of America (with Drive-thru ATM)582.7★ (110)14 mi
30David Hatch, CFP®585.0★ (8)13 mi
31Bank of America (with Drive-thru ATM)572.1★ (85)3 mi
32Prudential Advisors | Jason W. Nicholson, FSCP, RICP575.0★ (11)19 mi
33Safeguard Investment Advisory Group575.0★ (11)19 mi
34Bankers Life574.5★ (19)24 mi
35Yamei Academy of Excellence574.5★ (8)14 mi
36Bank of America (with Drive-thru ATM)573.3★ (50)23 mi
37Temecula Financial Services, Inc575.0★ (5)11 mi
38Bank of America (with Drive-thru ATM)572.4★ (118)12 mi
39Pacific Eagle563.8★ (8)12 mi
40Bank of America (with Drive-thru ATM)562.3★ (43)10 mi
41Bank of America (with Drive-thru ATM)562.4★ (109)13 mi
42Bank of America (with Drive-thru ATM)562.2★ (83)8 mi
43Bank of America (with Drive-thru ATM)562.7★ (57)17 mi
44GC Asset Management565.0★ (6)15 mi
45Paramount Tax & Accounting - Redlands565.0★ (12)24 mi
46Marshall Life and Financial Solutions Inc564.7★ (13)25 mi
47TWH Annuity and Insurance Marketing, Inc.564.6★ (12)24 mi
48Trilogy Financial Services554.6★ (10)23 mi
49Wonder Wealth LLC555.0★ (8)22 mi
50Bank of America (with Drive-thru ATM)552.3★ (54)14 mi

Also serving Sun City

20 more financial planners 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 planners serving Sun City
BusinessGoogle ratingDistance
Airforce Reserve Services Department4.5★ (2)14 mi
AJT Wealth Consultants5.0★ (2)14 mi
Bayside Financial Group3.0★ (2)20 mi
Diligent Investors, LLC5.0★ (2)23 mi
Hahn Financial & Insurance Services Inc5.0★ (2)11 mi
Jeremy Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)2 mi
Lund Financial Management5.0★ (2)15 mi
Matson Waner Wealth Management5.0★ (2)24 mi
MD Brown Financial5.0★ (2)11 mi
Merrill Lynch Wealth Management3.0★ (2)15 mi
Paramount Tax & Accounting CPAs Riverside5.0★ (2)20 mi
Rancho Family Aging ServicesIn Sun City
RivCo Wealth Management5.0★ (2)21 mi
Ruggieri Financial GroupIn Sun City
Ruth Adelia Aguilera: Primerica - Financial Services2.6★ (5)In Sun City
South West Legal Aid5.0★ (2)15 mi
U.S. Bancorp Advisors - Financial Advisors: Joshua CanalesIn Sun City
U.S. Bank – Wealth Management Banker: Vansy DiasIn Sun City
Vision Solved Wealth Management Group5.0★ (2)20 mi
Wells Fargo Advisors1.0★ (1)In Sun City

How we ranked Sun City financial planners

We scored 85 Sun City 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 Sun City 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 Sun City: frequently asked questions

Which financial planner has the highest RFA Score in Sun City?

By RFA Score, the highest-ranked financial planner in Sun City, CA is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor with an RFA Score of 72/100. It has 5.0★ from 120 Google reviews. Marathon Group Financial (#2) and PACIFIC CAPITAL (#3) follow. We ranked 85 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Sun City?

RankedFinancialAdvisors ranks 85 financial planners serving Sun City, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Sun City work on weekends?

24 of 85 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Strong Credit Repair (#5), Strategic Financial Solutions (#11) and Bank of America (with Drive-thru ATM) (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sun City financial planners have?

The median Google rating among 85 rated financial planners in Sun City is 4.5★, with a median of 15 reviews. American Pacific Financial Services Corp (APFSC) has the most, 275 reviews, and ranks #4. 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 Sun City count in this ranking?

Yes, if they are within 25 mi of the Sun City 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 Sun City 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 Sun City 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 Sun City

  1. November 2026: RFA Scores recalculated for 85 financial planners serving Sun City.

More financial planners and Sun City pages