Skip to content

Financial advisors in San Bernardino, CA: 2026 report

422 ranked entriesUpdated 5 trade lists

The 5 specialty lists for San Bernardino, CA hold 422 ranked entries. Financial advisors have the most, with 215.

Key numbers for San Bernardino

Shares use ranked businesses as their base. A firm in two specialty lists counts in both.

422

ranked entries by RFA Score, in 5 specialty lists

1,666

specialty listings serving the city; a firm counts once per specialty

5.0

median of the specialties’ median Google ratings

Advisor specialties in San Bernardino, by ranked firms

Advisor specialties serving San Bernardino, CA, 2026
SpecialtyRankedServing the cityMedian ratingMedian reviews
Financial advisors2157664.811
Financial planners1114134.025
Investment advisors452445.08
Wealth managers401835.09
Stockbrokers11605.07

Method and basis

  • Serving counts are active, de-duplicated firms within each specialty’s service radius of San Bernardino, as of November 9, 2026.
  • Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
  • Median rating, median reviews and the shares are measured over ranked businesses.
  • Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in San Bernardino, CA: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/san-bernardino-ca-financial-advisors-2026, data as of November 9, 2026.

Data is free to reuse with a link to this page. Read how we rank.