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Financial Planners in Vincent, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Vincent: Nola CRS LLC, RFA Score 73/100; 5.0★ from 127 Google reviews.

  2. 2

    Most-reviewed: Herbert Financial Group, 370 Google reviews at 5.0★, the most of 58 ranked; ranked #2.

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

58 Vincent financial planners are ranked here by RFA Score, from eight published factors. 15 open Saturdays, based on posted hours. The median Google rating is 4.0★ across 58 rated firms.

Top 10 financial planners in Vincent 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 Vincent at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Nola CRS LLC735.0★ (127)Palmdale, 4 mi away—Top score
2Herbert Financial Group725.0★ (370)Monrovia, 25 mi awaySatMost reviews
3Legacy Partners Insurance & Financial Services, Inc.695.0★ (156)Glendale, 25 mi away——
4All American Financial Services664.8★ (38)Palmdale, 6 mi away——
5Burkey Cox Evans & Bradford Accountancy Corporation634.4★ (29)Palmdale, 9 mi away——
6Lake Avenue Financial635.0★ (41)Pasadena, 24 mi away——
7Retirement Planners of America624.9★ (42)Pasadena, 25 mi away——
8Grounded Wealth Advisors, LLC615.0★ (30)Pasadena, 24 mi away——
9Impact Fiduciary605.0★ (27)Pasadena, 25 mi away——
10Anthony Arriaran - Edelman Financial Engines605.0★ (24)Pasadena, 25 mi away——

All 58 financial planners in Vincent, 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 Vincent

    #1 Nola CRS LLC

    Based in Palmdale, 4 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 127 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 127 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–2:30 PM · Sat–Sun closed
    Address
    2531 Olive Dr E, Palmdale, CA 93550
    View profile for Nola CRS LLC(661) 234-4929

  2. #2 Herbert Financial Group

    Based in Monrovia, 25 mi away

    72/100RFA Score

    Ranked #2 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

  6. #6 Lake Avenue Financial

    Based in Pasadena, 24 mi away

    63/100RFA Score

    Ranked #6 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–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    301 N Lake Ave #830, Pasadena, CA 91101
    View profile for Lake Avenue Financial(626) 689-2012

  9. #9 Impact Fiduciary

    Based in Pasadena, 25 mi away

    60/100RFA Score

    Ranked #9 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–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    21 Miller Alley Ste 210, Pasadena, CA 91105
    View profile for Impact Fiduciary(323) 615-1427

  13. #13 Beacon Pointe Advisors

    Based in Pasadena, 25 mi away

    58/100RFA Score

    Ranked #13 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 9 AM–5 PM · Sat–Sun closed
    Address
    123 S Marengo Ave #200, Pasadena, CA 91101
    View profile for Beacon Pointe Advisors(626) 795-3062

  17. #17 Fiducia Wealth Management Investment Advisor Representative Juan Salazar

    Based in Pasadena, 25 mi away

    58/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 8 AM–1 PM · Sun closed
    Address
    150 S Los Robles Ave Ste 468, Pasadena, CA 91101
    View profile for Fiducia Wealth Management Investment Advisor Representative Juan Salazar(626) 395-7770

  24. #24 Fidelity Investments

    Based in Pasadena, 25 mi away

    56/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.3★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 38 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    123 S Lake Ave, Pasadena, CA 91101
    View profile for Fidelity Investments(800) 638-0620

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

financial planners in Vincent, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26George Andrews - Thrivent563.7★ (3)11 mi
27Rate One Financial Inc564.6★ (9)24 mi
28Derive Wealth565.0★ (8)25 mi
29Vance Wealth555.0★ (7)23 mi
30Edelman Financial Engines554.6★ (9)25 mi
31Bank of America (with Drive-thru ATM)552.2★ (70)12 mi
32Bank of America (with Drive-thru ATM)552.7★ (53)21 mi
33Bank of America (with Drive-thru ATM)552.8★ (74)24 mi
34Bank of America (with Drive-thru ATM)553.0★ (23)23 mi
35Bank of America (with Drive-thru ATM)553.1★ (23)24 mi
36Mission Street Wealth Planning555.0★ (7)25 mi
37EconoSolutions555.0★ (6)25 mi
38Bank of America (with Drive-thru ATM)552.1★ (180)12 mi
39Bank of America (with Drive-thru ATM)552.6★ (74)22 mi
40Lin Thomas J543.7★ (9)25 mi
41BMO Bank N.A Branches542.8★ (24)25 mi
42Grandview Financial Services Inc542.6★ (74)25 mi
43Bank of America (with Drive-thru ATM)542.5★ (70)24 mi
44Accurate Financial Services, Inc.545.0★ (4)24 mi
45BMO Bank N.A Branches532.5★ (42)25 mi
46BMO Bank N.A Branches532.7★ (9)24 mi
47Favor Wealth534.0★ (5)25 mi
48Tigran Basmadjyan, New York Life534.0★ (5)25 mi
49Bank of America (with Drive-thru ATM)532.1★ (34)21 mi
50CSI Wealth Management534.0★ (4)25 mi

Also serving Vincent

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 Vincent
BusinessGoogle ratingDistance
A&A Financial Services5.0★ (1)23 mi
Bernard & Johnson LLC5.0★ (2)25 mi
Bret Wims - Thrivent5.0★ (1)23 mi
Consilium Wealth Partners of Raymond James5.0★ (1)24 mi
Discount Finance Corporation2.0★ (2)24 mi
Garabedian Wealth Management5.0★ (2)24 mi
Holly Street Wealth Advisors5.0★ (2)25 mi
Inspire Advisors - The Chandler Team1.0★ (1)6 mi
LA Life Insurance5.0★ (1)24 mi
Naimuddin Syed - Financial Advisor, Ameriprise Financial Services, LLC1.0★ (1)22 mi
OVIG Inc.1.0★ (1)22 mi
Pasadena Private Wealth4.5★ (2)25 mi
PNR Financial Services LLC5.0★ (1)11 mi
Prestige Financial Advisors4.5★ (2)21 mi
Sclafani Wealth Advisors5.0★ (1)22 mi
Superior Financial Systems5.0★ (1)23 mi
The Best Lender in ClaremontIn Vincent
The Senior Equity Group, Inc.5.0★ (2)21 mi
The Sterling Group5.0★ (2)25 mi
Wealth Enhancement Group5.0★ (2)12 mi

How we ranked Vincent financial planners

We scored 58 Vincent 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 Vincent 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 Vincent: frequently asked questions

Which financial planner has the highest RFA Score in Vincent?

By RFA Score, the highest-ranked financial planner in Vincent, CA is Nola CRS LLC with an RFA Score of 73/100. It has 5.0★ from 127 Google reviews. Herbert Financial Group (#2) and Legacy Partners Insurance & Financial Services, Inc. (#3) follow. We ranked 58 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Vincent?

RankedFinancialAdvisors ranks 58 financial planners serving Vincent, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Vincent work on weekends?

15 of 58 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Herbert Financial Group (#2), PortfolioLife Insurance & Financial Services (#11) and Doud Financial Services (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Vincent financial planners have?

The median Google rating among 58 rated financial planners in Vincent is 4.0★, with a median of 24 reviews. Herbert Financial Group has the most, 370 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 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 Vincent count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 58 financial planners serving Vincent.

More financial planners and Vincent pages