Skip to content

Investment Advisors in Corona, CA: 2026 rankings

150 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Corona: The Norris Group Hard Money, RFA Score 72/100; 5.0★ from 25 Google reviews.

  2. 17

    Most-reviewed: Trading Academy - Irvine, 456 Google reviews at 4.8★, the most of 150 ranked; ranked #17.

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

150 Corona investment advisors are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.8★ across 150 rated firms.

Top 10 investment advisors in Corona 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 investment advisors in Corona at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Norris Group Hard Money725.0★ (25)Corona—Top score
21031 Crowdfunding, LLC714.9★ (166)Irvine, 21 mi away——
3New Wealth Advisors Club694.8★ (118)Irvine, 21 mi away——
4Leto Financial & Insurance Services Inc.685.0★ (20)Riverside, 12 mi away——
5Navy Federal Credit Union674.0★ (115)Ontario, 14 mi awaySat—
6Alex Tank Real Estate Investments665.0★ (12)Rancho Cucamonga, 14 mi away——
7Perch Wealth665.0★ (31)San Juan Capistrano, 24 mi away——
8Fidelity Investments643.9★ (39)Rancho Cucamonga, 17 mi away——
9Triad Investment Management645.0★ (15)Newport Beach, 23 mi away——
10Aduna Capital645.0★ (4)Yorba Linda, 13 mi awaySat—

All 150 investment advisors in Corona, 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.

  2. #2 1031 Crowdfunding, LLC

    Based in Irvine, 21 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 166 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 166 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2603 Main St #1050, Irvine, CA 92614
    View profile for 1031 Crowdfunding, LLC(844) 533-1031

  5. Based in Ontario, 14 mi away

    67/100RFA Score

    Ranked #5 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

  7. #7 Perch Wealth

    Based in San Juan Capistrano, 24 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    29122 Rancho Viejo Rd #111, San Juan Capistrano, CA 92675
    View profile for Perch Wealth(855) 378-3443

  8. #8 Fidelity Investments

    Based in Rancho Cucamonga, 17 mi away

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.9★ from 39 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 39 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    7310 Day Creek Blvd, Rancho Cucamonga, CA 91739
    View profile for Fidelity Investments(888) 264-3548

  10. #10 Aduna Capital

    Based in Yorba Linda, 13 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 12 PM–4:30 PM · Sun closed
    Address
    19921 Calabria Ct, Yorba Linda, CA 92886
    View profile for Aduna Capital(213) 458-3476

  14. #14 Corcapa 1031 Advisors

    Based in Costa Mesa, 22 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Sun 7 AM–7 PM
    Address
    650 Town Center Dr #1200, Costa Mesa, CA 92626
    View profile for Corcapa 1031 Advisors(949) 722-1031

  18. #18 Sunstone Management

    Based in Irvine, 22 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.7★ from 9 Google reviews, listed on Google as “Investment company”.

    • 4.7★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    18881 Von Karman Ave #500, Irvine, CA 92612
    View profile for Sunstone Management(949) 771-1764

  19. #19 Crossmarket Capital

    Based in Ontario, 14 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    3595 Inland Empire Blvd #1100, Ontario, CA 91764
    View profile for Crossmarket Capital(866) 508-4463

  21. #21 Lock n Loan Lending

    Based in Rancho Cucamonga, 16 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and review volume: 5.0★ from 113 Google reviews.

    • 5.0★ from 113 Google reviews
    Hours
    Mon–Thu 8:30 AM–6 PM · Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    8280 Aspen Ave #145, Rancho Cucamonga, CA 91730
    View profile for Lock n Loan Lending(909) 550-5135

Investment 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 150 ranked investment advisors here; the rest are on their profiles.

investment advisors in Corona, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Euro Pacific Capital Inc603.3★ (4)23 mi
27Heritage Financial Services605.0★ (112)23 mi
28SaveDaily603.7★ (3)24 mi
29Jesus Gonzalez: Primerica595.0★ (64)19 mi
30Gould Asset Management595.0★ (12)18 mi
31The Prudent Speculator591.0★ (4)22 mi
32Pure Financial Advisors, LLC595.0★ (45)17 mi
33Frome Investments592.0★ (13)23 mi
34Wells Fargo Advisors592.3★ (3)25 mi
35Trilogy Financial Services594.6★ (10)In Corona
36Integrity Financial & Insurance Services595.0★ (31)13 mi
37CFG Investments, Inc.592.6★ (30)23 mi
38Edward Jones - Financial Advisor: Andy Anderson, CEPA®595.0★ (8)In Corona
39Check Capital Management584.8★ (19)22 mi
40Evermont Wealth585.0★ (43)18 mi
41TriCord Advisors, Inc.585.0★ (17)11 mi
42Corey Fast - Edelman Financial Engines574.9★ (39)19 mi
43Jaci Iannello - Edelman Financial Engines575.0★ (33)19 mi
44Mosley Wealth Management574.9★ (35)19 mi
45Compak Asset Management574.2★ (19)23 mi
46Warren Street Wealth Advisors, LLC575.0★ (29)19 mi
47Charles Schwab573.6★ (7)In Corona
48Aros Asset Management575.0★ (6)19 mi
49Galici Financial575.0★ (29)20 mi
50KPP Financial Inc.564.8★ (36)21 mi

Also serving Corona

20 more investment 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 investment advisors serving Corona
BusinessGoogle ratingDistance
Ayoub, Sidhum & Co., P.C.5.0★ (2)In Corona
Bank of America (with Drive-thru ATM)2.8★ (33)In Corona
Bankers Life4.5★ (19)In Corona
Bowman Financial Services5.0★ (1)In Corona
Christine S Brand Finance and Tax Consulting5.0★ (2)In Corona
ClearPath Financial5.0★ (28)In Corona
GP Capital Group1.0★ (2)In Corona
Joe Diaz: Primerica - Financial Services5.0★ (7)In Corona
Mercuri Asset Management, LLC.5.0★ (1)In Corona
PACIFIC CAPITAL5.0★ (216)In Corona
Palo Seco Wealth Management5.0★ (4)In Corona
Providence Wealth Planning5.0★ (3)In Corona
Prudential | Dick Haley | Life Insurance & Financial Services5.0★ (1)In Corona
Simplified Wealth Management, Inc.5.0★ (1)In Corona
Tanya Torres, CFP®4.7★ (6)In Corona
The Insurance Mentors5.0★ (2)In Corona
TWH Annuity and Insurance Marketing, Inc.4.6★ (12)In Corona
Wealth Planning by Bob Chitrathorn4.8★ (22)In Corona
Western States Financial3.0★ (4)In Corona
World Financial Group4.2★ (5)In Corona

How we ranked Corona investment advisors

We scored 150 Corona investment 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 Corona 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Corona: frequently asked questions

Which investment advisor has the highest RFA Score in Corona?

By RFA Score, the highest-ranked investment advisor in Corona, CA is The Norris Group Hard Money with an RFA Score of 72/100. It has 5.0★ from 25 Google reviews. 1031 Crowdfunding, LLC (#2) and New Wealth Advisors Club (#3) follow. We ranked 150 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Corona?

RankedFinancialAdvisors ranks 150 investment advisors serving Corona, CA. 5 of them are based in Corona; 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 investment advisors in Corona work on weekends?

18 of 150 ranked investment advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Navy Federal Credit Union (#5), Aduna Capital (#10) and Corcapa 1031 Advisors (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Corona investment advisors have?

The median Google rating among 150 rated investment advisors in Corona is 4.8★, with a median of 8 reviews. Trading Academy - Irvine has the most, 456 reviews, and ranks #17. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Corona count in this ranking?

Yes, if they are within 25 mi of the Corona city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Corona ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Corona 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 investment 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 Corona

  1. November 2026: RFA Scores recalculated for 150 investment advisors serving Corona.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Corona pages