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Investment Advisors in La Puente, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in La Puente: InveServe Corp, RFA Score 70/100; 4.3★ from 248 Google reviews.

  2. 13

    Most-reviewed: Patriot Gold Group, 463 Google reviews at 4.9★, the most of 199 ranked; ranked #13.

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

199 La Puente investment advisors are ranked here by RFA Score, from eight published factors. 30 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 4.8★ across 199 rated firms.

Top 10 investment advisors in La Puente 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 La Puente at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1InveServe Corp704.3★ (248)Alhambra, 11 mi away—Top score
21031 Crowdfunding, LLC704.9★ (166)Irvine, 24 mi away——
3Karine Aslanian705.0★ (95)La Cañada Flintridge, 21 mi away——
4New Wealth Advisors Club684.8★ (118)Irvine, 25 mi away——
5IPX1031: Greg Burns674.6★ (18)Arcadia, 10 mi away——
6BitTrust IRA654.5★ (17)Pasadena, 14 mi awaySat · Sun · Evenings—
7Wells Fargo Advisors654.3★ (3)West Covina, 2 mi away——
8Wells Fargo Advisors652.3★ (3)La Puente——
9Isaac Taylor - Thrivent Huntington Group654.4★ (7)Arcadia, 9 mi away——
10GreenLake Asset Management LLC654.6★ (10)South Pasadena, 13 mi away——

All 199 investment advisors in La Puente, 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 La Puente

    #1 InveServe Corp

    Based in Alhambra, 11 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.3★ from 248 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 248 Google reviews
    Address
    231 E Bay State St, Alhambra, CA 91801
    View profile for InveServe Corp(626) 458-3435

  2. #2 1031 Crowdfunding, LLC

    Based in Irvine, 24 mi away

    70/100RFA 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

  3. #3 Karine Aslanian

    Based in La Cañada Flintridge, 21 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 95 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 95 Google reviews
    Address
    2222 Foothill Blvd Ste E 290, La Cañada Flintridge, CA 91011
    View profile for Karine Aslanian(818) 355-4906

  5. #5 IPX1031: Greg Burns

    Based in Arcadia, 10 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.6★ from 18 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    127 La Porte St Unit m, Arcadia, CA 91006
    View profile for IPX1031: Greg Burns(626) 233-2773

  6. #6 BitTrust IRA

    Based in Pasadena, 14 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.5★ from 17 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 17 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    177 E Colorado Blvd #200, Pasadena, CA 91105
    View profile for BitTrust IRA(855) 642-8800

  11. Based in Ontario, 23 mi away

    64/100RFA Score

    Ranked #11 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

  12. #12 TCW Group

    Based in Los Angeles, 18 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    515 Flower St, Los Angeles, CA 90071
    View profile for TCW Group(213) 244-0000

  13. #13 Patriot Gold Group

    Based in Seal Beach, 18 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and review volume: 4.9★ from 463 Google reviews, the most in La Puente.

    • 4.9★ from 463 Google reviews
    Hours
    Mon–Thu 6:30 AM–5 PM · Fri 7 AM–3 PM · Sat 7 AM–1 PM · Sun closed
    Address
    3010 Old Ranch Pkwy Ste 350, Seal Beach, CA 90740
    View profile for Patriot Gold Group(888) 870-5457

  15. #15 Trust Guru

    Based in Monrovia, 10 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 E Foothill Blvd, Monrovia, CA 91016
    View profile for Trust Guru(626) 201-2591

  17. #17 Aduna Capital

    Based in Yorba Linda, 12 mi away

    63/100RFA Score

    Ranked #17 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

  20. #20 INVEST IN SPACEX

    Based in Los Angeles, 18 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    601 W 5th St Unit 6, Los Angeles, CA 90071
    View profile for INVEST IN SPACEX(213) 658-2642

  21. #21 Corcapa 1031 Advisors

    Based in Costa Mesa, 23 mi away

    62/100RFA Score

    Ranked #21 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

  22. #22 DoubleLine

    Based in Los Angeles, 18 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 5 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    333 S Grand Ave 18th floor, Los Angeles, CA 90071
    View profile for DoubleLine(213) 633-8200

  23. #23 Fidelity Investments

    Based in Rancho Cucamonga, 25 mi away

    62/100RFA Score

    Ranked #23 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

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

investment advisors in La Puente, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Trading Academy - Irvine624.8★ (456)24 mi
27Capital Group623.1★ (15)18 mi
28Sunstone Management624.7★ (9)25 mi
29Wells Fargo Advisors625.0★ (3)18 mi
30Western & Southern Life613.5★ (8)22 mi
31RKB Investments611.0★ (8)12 mi
32Protect Assets Today615.0★ (3)21 mi
33Pure Financial Advisors, LLC615.0★ (45)9 mi
34Merrill Lynch Wealth Management605.0★ (3)22 mi
35Jesus Gonzalez: Primerica605.0★ (64)15 mi
36Creative Investments Group, Inc.603.6★ (7)24 mi
37CIM Group603.0★ (29)22 mi
38Fiducia Wealth Management Investment Advisor Representative Juan Salazar605.0★ (14)14 mi
39Lock n Loan Lending605.0★ (113)22 mi
40Crossmarket Capital603.7★ (3)22 mi
41Hollywood Gold & Silver Exchange604.7★ (231)23 mi
42Natalie Rose Financial Solutions605.0★ (23)6 mi
43SaveDaily603.7★ (3)23 mi
44Gould Asset Management605.0★ (12)14 mi
45Empress Investment Group595.0★ (92)22 mi
46Wells Fargo Advisors592.0★ (3)20 mi
47Cerda Muñoz Advisors, Inc.594.7★ (29)6 mi
48Transamerica Financial Advisors595.0★ (37)12 mi
49Evermont Wealth595.0★ (43)14 mi
50CFG Investments, Inc.592.6★ (30)21 mi

Also serving La Puente

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 La Puente
BusinessGoogle ratingDistance
Alfie & Evelyn Alonzo Regional Vice Presidents3.0★ (2)6 mi
Capital Management Solutions2.5★ (2)9 mi
CKS Investments IncIn La Puente
DLH Capital Management3.0★ (2)12 mi
Edward Jones - Financial Advisor: Anna Li Castro, AAMS®|CRPC™5.0★ (2)6 mi
Edward Jones - Financial Advisor: Devlin E Chung5.0★ (2)11 mi
Edward Jones - Financial Advisor: Geoffrey P Smith3.0★ (2)11 mi
ExchangeRight3.0★ (2)13 mi
Executive Benefit Programs, Inc5.0★ (2)8 mi
Kevin P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Ministry Partners Investment Company, LLC3.0★ (2)8 mi
One Stop Financial ServicesIn La Puente
Pedro Resendiz: Primerica - Financial ServicesIn La Puente
Peter Anthony Resendiz: Primerica - Financial ServicesIn La Puente
Raymond James5.0★ (2)13 mi
Trilogy Financial Services5.0★ (2)4 mi
Valuerize FinancialIn La Puente
Wells Fargo Advisors1.0★ (2)9 mi
Wells Fargo Advisors3.0★ (2)11 mi
Wells Fargo Advisors5.0★ (2)12 mi

How we ranked La Puente investment advisors

We scored 199 La Puente 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 La Puente 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 La Puente: frequently asked questions

Which investment advisor has the highest RFA Score in La Puente?

By RFA Score, the highest-ranked investment advisor in La Puente, CA is InveServe Corp with an RFA Score of 70/100. It has 4.3★ from 248 Google reviews. 1031 Crowdfunding, LLC (#2) and Karine Aslanian (#3) follow. We ranked 199 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in La Puente?

RankedFinancialAdvisors ranks 199 investment advisors serving La Puente, CA. 1 of them is based in La Puente; 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 La Puente work on weekends?

30 of 199 ranked investment advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are BitTrust IRA (#6), Navy Federal Credit Union (#11) and Patriot Gold Group (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do La Puente investment advisors have?

The median Google rating among 199 rated investment advisors in La Puente is 4.8★, with a median of 8 reviews. Patriot Gold Group has the most, 463 reviews, and ranks #13. 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 La Puente count in this ranking?

Yes, if they are within 25 mi of the La Puente 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 La Puente 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 La Puente 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 La Puente

  1. November 2026: RFA Scores recalculated for 199 investment advisors serving La Puente.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and La Puente pages