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Investment Advisors in Norco, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Norco: 1031 Crowdfunding, LLC, RFA Score 70/100; 4.9★ from 166 Google reviews.

  2. 16

    Most-reviewed: Trading Academy - Irvine, 456 Google reviews at 4.8★, the most of 110 ranked; ranked #16.

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

110 Norco investment advisors are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.8★ across 110 rated firms.

Top 10 investment advisors in Norco 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 Norco at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
11031 Crowdfunding, LLC704.9★ (166)Irvine, 24 mi away—Top score
2The Norris Group Hard Money705.0★ (25)Corona, 8 mi away——
3Leto Financial & Insurance Services Inc.685.0★ (20)Riverside, 10 mi away——
4New Wealth Advisors Club684.8★ (118)Irvine, 25 mi away——
5Navy Federal Credit Union684.0★ (115)Ontario, 10 mi awaySat—
6Alex Tank Real Estate Investments675.0★ (12)Rancho Cucamonga, 10 mi away——
7Fidelity Investments663.9★ (39)Rancho Cucamonga, 13 mi away——
8Western & Southern Life643.5★ (8)Ontario, 10 mi away——
9Merrill Lynch Wealth Management645.0★ (3)Ontario, 10 mi away——
10Silver Town Investment Group644.5★ (6)Fontana, 14 mi away——

All 110 investment advisors in Norco, 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 Norco

    #1 1031 Crowdfunding, LLC

    Based in Irvine, 24 mi away

    70/100RFA Score

    Ranked #1 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, 10 mi away

    68/100RFA 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 Fidelity Investments

    Based in Rancho Cucamonga, 13 mi away

    66/100RFA Score

    Ranked #7 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

  11. #11 Crossmarket Capital

    Based in Ontario, 10 mi away

    64/100RFA Score

    Ranked #11 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

  12. #12 Aduna Capital

    Based in Yorba Linda, 14 mi away

    64/100RFA Score

    Ranked #12 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

  13. #13 Lock n Loan Lending

    Based in Rancho Cucamonga, 12 mi away

    63/100RFA Score

    Ranked #13 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

  23. #23 Gould Asset Management

    Based in Claremont, 15 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    341 W 1st St #200, Claremont, CA 91711
    View profile for Gould Asset Management(909) 445-1291

  24. #24 Evermont Wealth

    Based in Claremont, 15 mi away

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    419 N Yale Ave, Claremont, CA 91711
    View profile for Evermont Wealth(909) 296-7977

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

investment advisors in Norco, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jesus Gonzalez: Primerica595.0★ (64)21 mi
27Pure Financial Advisors, LLC595.0★ (45)18 mi
28TriCord Advisors, Inc.585.0★ (17)9 mi
29Trilogy Financial Services584.6★ (10)4 mi
30Edward Jones - Financial Advisor: Andy Anderson, CEPA®585.0★ (8)4 mi
31Corey Fast - Edelman Financial Engines574.9★ (39)21 mi
32Sears Wealth Management & Insurance Solutions574.9★ (16)13 mi
33Jaci Iannello - Edelman Financial Engines575.0★ (33)21 mi
34Carolina Hidalgo Real Estate Advisor575.0★ (11)10 mi
35Mosley Wealth Management574.9★ (35)21 mi
36Homestead Wealth Management565.0★ (25)20 mi
37Aros Asset Management565.0★ (6)22 mi
38World Financial Group - Team Heroes564.9★ (20)17 mi
39Prudential Advisors | Jason W. Nicholson, FSCP, RICP565.0★ (11)13 mi
40Warren Street Wealth Advisors, LLC565.0★ (29)22 mi
41Edward Jones - Financial Advisor: Andy Carlson, AAMS®565.0★ (10)12 mi
42La Bolsa De Valores USA565.0★ (27)22 mi
43Crossroads Planning, LLC564.8★ (31)22 mi
44KPP Financial Inc.564.8★ (36)24 mi
45Galici Financial565.0★ (29)24 mi
46Joshua Garcia565.0★ (12)16 mi
47Edward Jones - Financial Advisor: Dominic Valdez, ChFC®|CRPC™565.0★ (9)13 mi
48Pure Financial Advisors, LLC554.8★ (33)25 mi
49Empire Private Wealth555.0★ (6)11 mi
50Charles Schwab553.6★ (7)7 mi

Also serving Norco

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 Norco
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.8★ (33)In Norco
Capital Management Solutions2.5★ (2)20 mi
DLH Capital Management3.0★ (2)21 mi
Edward Jones - Financial Advisor: Charles Gustafson, CFP®|AAMS®5.0★ (2)18 mi
Edward Jones - Financial Advisor: Matthew Terrones3.0★ (2)16 mi
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS®5.0★ (2)17 mi
Executive Benefit Programs, Inc5.0★ (2)16 mi
GP Capital Group1.0★ (2)3 mi
Hammer Investment ServicesIn Norco
IMI Asset Management Company3.5★ (2)14 mi
Kevin P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)21 mi
Ministry Partners Investment Company, LLC3.0★ (2)19 mi
N L Financial Services5.0★ (1)In Norco
RivCo Wealth Management5.0★ (2)11 mi
Ross Investment Group llc5.0★ (2)13 mi
Signature One Financial4.1★ (10)In Norco
The Insurance Mentors5.0★ (2)3 mi
Wells Fargo Advisors5.0★ (1)In Norco
Wells Fargo Advisors3.0★ (2)6 mi
Wells Fargo Advisors3.0★ (2)10 mi

How we ranked Norco investment advisors

We scored 110 Norco 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 Norco 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 Norco: frequently asked questions

Which investment advisor has the highest RFA Score in Norco?

By RFA Score, the highest-ranked investment advisor in Norco, CA is 1031 Crowdfunding, LLC with an RFA Score of 70/100. It has 4.9★ from 166 Google reviews. The Norris Group Hard Money (#2) and Leto Financial & Insurance Services Inc. (#3) follow. We ranked 110 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Norco?

RankedFinancialAdvisors ranks 110 investment advisors serving Norco, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Norco work on weekends?

17 of 110 ranked investment advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Navy Federal Credit Union (#5), Crossmarket Capital (#11) and Aduna Capital (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Norco investment advisors have?

The median Google rating among 110 rated investment advisors in Norco is 4.8★, with a median of 8 reviews. Trading Academy - Irvine has the most, 456 reviews, and ranks #16. 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 Norco count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 110 investment advisors serving Norco.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Norco pages