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Wealth Managers in Banning, CA: 2026 rankings

23 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Banning: Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor, RFA Score 68/100; 5.0★ from 120 Google reviews.

  2. 2

    Most-reviewed: Grape Wealth Management, 67 Google reviews at 4.8★, the most of 23 ranked after Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor; ranked #2.

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

23 Banning wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 23 rated firms.

Top 10 wealth managers in Banning 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 wealth managers in Banning at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor685.0★ (120)Murrieta, 32 mi awayTop score
2Grape Wealth Management654.8★ (67)Temecula, 34 mi awayMost reviews
3Legacy Roots Wealth Management655.0★ (13)Hemet, 13 mi away—
4Heslin Wealth Management, LLC655.0★ (18)Palm Springs, 21 mi away—
5Hancock Partners Wealth Strategies655.0★ (17)Palm Springs, 21 mi away—
6Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa645.0★ (15)Redlands, 20 mi away—
7Planable Wealth634.8★ (21)Riverside, 29 mi away—
8Cypress Wealth Services635.0★ (18)Palm Desert, 31 mi away—
9Wealth Planning by Bob Chitrathorn624.8★ (22)Corona, 40 mi away—
10KWB Wealth625.0★ (6)Redlands, 22 mi away—

All 23 wealth managers in Banning, 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 Banning

    #1 Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor

    Based in Murrieta, 32 mi away

    68/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 120 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    25096 Jefferson Ave Ste C-1, Murrieta, CA 92562
    View profile for Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor(951) 760-8150

  2. #2 Grape Wealth Management

    Based in Temecula, 34 mi away

    65/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 67 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    31285 Temecula Pkwy Ste 235, Temecula, CA 92592
    View profile for Grape Wealth Management(951) 338-8500

  6. #6 Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa

    Based in Redlands, 20 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    222 E Olive Ave Ste. 1, Redlands, CA 92373
    View profile for Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa(909) 790-8005

  7. #7 Planable Wealth

    Based in Riverside, 29 mi away

    63/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3850 Vine St Ste 100A, Riverside, CA 92507
    View profile for Planable Wealth(951) 900-8850

  8. #8 Cypress Wealth Services

    Based in Palm Desert, 31 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    74150 Country Club Dr, Palm Desert, CA 92260
    View profile for Cypress Wealth Services(760) 834-7250

  10. #10 KWB Wealth

    Based in Redlands, 22 mi away

    62/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 7 AM–3 PM · Sat–Sun closed
    Address
    1782 Orange Tree Ln, Redlands, CA 92374
    View profile for KWB Wealth(909) 307-8220

  17. #17 La Pointe Wealth Advisors

    Based in Temecula, 33 mi away

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    43980 Margarita Rd #201, Temecula, CA 92592
    View profile for La Pointe Wealth Advisors(951) 694-3537

  21. #21 Bulman Wealth Group

    Based in Temecula, 34 mi away

    58/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1 Better World Circle Ste 230, Temecula, CA 92590
    View profile for Bulman Wealth Group(951) 699-1502

Also serving Banning

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Banning
BusinessGoogle ratingDistance
AJT Wealth Consultants5.0★ (2)33 mi
Bosman Wealth Management1.0★ (1)19 mi
Citrus Wealth Management5.0★ (1)18 mi
Financial First Aid4.7★ (13)In Banning
Franz Tatum Wealth Management5.0★ (2)30 mi
Interwoven Family Wealth - Ameriprise Financial Services, LLC5.0★ (1)29 mi
Jeremy Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)24 mi
John R Soward - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)29 mi
Loza Beck Wealth Mangement5.0★ (1)26 mi
Matson Waner Wealth Management5.0★ (2)20 mi
Medina Wealth Management5.0★ (1)30 mi
Merrill Lynch Wealth Management3.0★ (2)34 mi
Merrill Lynch Wealth Management5.0★ (1)28 mi
On Point Wealth Management5.0★ (2)13 mi
Pacific Wealth Strategists, Inc.5.0★ (2)22 mi
RBC Wealth Management Branch - Palm Desert5.0★ (2)32 mi
RivCo Wealth Management5.0★ (2)29 mi
Tri Focus Wealth Management5.0★ (1)11 mi
U.S. Bank – Wealth Management Banker: Carrie BiscottiIn Banning
Vision Solved Wealth Management Group5.0★ (2)30 mi

How we ranked Banning wealth managers

We scored 23 Banning wealth managers 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 Banning 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Banning: frequently asked questions

Which wealth manager has the highest RFA Score in Banning?

By RFA Score, the highest-ranked wealth manager in Banning, CA is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor with an RFA Score of 68/100. It has 5.0★ from 120 Google reviews. Grape Wealth Management (#2) and Legacy Roots Wealth Management (#3) follow. We ranked 23 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Banning?

RankedFinancialAdvisors ranks 23 wealth managers serving Banning, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Banning work on weekends?

1 of 23 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Golden Legacy Wealth Advisors (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Banning wealth managers have?

The median Google rating among 23 rated wealth managers in Banning is 5.0★, with a median of 9 reviews. Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor has the most, 120 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Banning count in this ranking?

Yes, if they are within 40 mi of the Banning city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Banning ranked?

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

How do I check a wealth manager’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 wealth manager in Banning 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 wealth managers 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 Banning

  1. November 2026: RFA Scores recalculated for 23 wealth managers serving Banning.

More wealth managers and Banning pages