Wealth Managers in California: Ranked Lists by City (2026)

475 cities with a ranked listUpdated November 9, 20260 paid placements in any rankingHow we rank →

We rank wealth managers in 475 California cities, 35,438 city rankings in all. The largest lists are Compton (152), Huntington Park (152) and Lynwood (152).

Wealth managers by city in California

Every California city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 mi of the city.

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.

Wealth managers ranked by city in California
City	Ranked	Ranked #1	Its RFA Score
Wealth managers in Compton	152	Arbor Wealth Strategies	68
Wealth managers in Huntington Park	152	RVW Wealth, LLC	68
Wealth managers in Lynwood	152	Arbor Wealth Strategies	68
Wealth managers in Walnut Park	152	Arbor Wealth Strategies	68
Wealth managers in Bell	151	Arbor Wealth Strategies	68
Wealth managers in Commerce	151	Arbor Wealth Strategies	69
Wealth managers in Cudahy	151	Arbor Wealth Strategies	69
Wealth managers in East Los Angeles	151	Arbor Wealth Strategies	68
Wealth managers in Maywood	151	Arbor Wealth Strategies	69
Wealth managers in Norwalk	151	BML Wealth Management	69
Wealth managers in Santa Fe Springs	151	Arbor Wealth Strategies	69
Wealth managers in South Gate	151	Arbor Wealth Strategies	68
Wealth managers in West Whittier-Los Nietos	151	Arbor Wealth Strategies	69
Wealth managers in Florence-Graham	150	RVW Wealth, LLC	69
Wealth managers in La Mirada	150	BML Wealth Management	69
Wealth managers in South Whittier	150	BML Wealth Management	69
Wealth managers in Whittier	150	Falcon Wealth Planning	69
Wealth managers in Artesia	149	BML Wealth Management	69
Wealth managers in Bellflower	149	BML Wealth Management	69
Wealth managers in Cerritos	149	BML Wealth Management	69
Wealth managers in Downey	149	Arbor Wealth Strategies	69
Wealth managers in East Rancho Dominguez	149	Arbor Wealth Strategies	69
Wealth managers in Hawaiian Gardens	149	BML Wealth Management	69
Wealth managers in La Palma	149	BML Wealth Management	69
Wealth managers in Lakewood	149	BML Wealth Management	69
Wealth managers in Paramount	149	Arbor Wealth Strategies	69
Wealth managers in Pico Rivera	149	Arbor Wealth Strategies	69
Wealth managers in South El Monte	149	Falcon Wealth Planning	69
Wealth managers in Avocado Heights	148	Falcon Wealth Planning	69
Wealth managers in Bell Gardens	148	Arbor Wealth Strategies	69
Wealth managers in Boyle Heights	148	RVW Wealth, LLC	69
Wealth managers in El Monte	148	Falcon Wealth Planning	69
Wealth managers in Hacienda Heights	148	Falcon Wealth Planning	69
Wealth managers in La Puente	148	Falcon Wealth Planning	70
Wealth managers in Signal Hill	148	BML Wealth Management	69
Wealth managers in Montebello	147	Arbor Wealth Strategies	68
Wealth managers in Rosemead	147	Falcon Wealth Planning	68
Wealth managers in Valinda	147	Falcon Wealth Planning	70
Wealth managers in West Puente Valley	147	Falcon Wealth Planning	69
Wealth managers in Los Alamitos	146	BML Wealth Management	70
Wealth managers in Baldwin Park	145	Falcon Wealth Planning	69
Wealth managers in Diamond Bar	145	Falcon Wealth Planning	71
Wealth managers in Monterey Park	145	Arbor Wealth Strategies	68
Wealth managers in South San Jose Hills	145	Falcon Wealth Planning	70
Wealth managers in Temple City	145	Falcon Wealth Planning	69
Wealth managers in Walnut	145	Falcon Wealth Planning	70
Wealth managers in West Covina	145	Falcon Wealth Planning	70
Wealth managers in Arcadia	144	Falcon Wealth Planning	69
Wealth managers in Buena Park	144	BML Wealth Management	69
Wealth managers in Cypress	144	BML Wealth Management	69
Wealth managers in La Habra	144	Falcon Wealth Planning	69
Wealth managers in Rowland Heights	144	Falcon Wealth Planning	70
Wealth managers in San Dimas	144	Falcon Wealth Planning	71
Wealth managers in Willowbrook	144	RVW Wealth, LLC	69
Wealth managers in Azusa	143	Falcon Wealth Planning	70
Wealth managers in Brea	143	Falcon Wealth Planning	70
Wealth managers in Duarte	143	Falcon Wealth Planning	69
Wealth managers in East San Gabriel	143	Falcon Wealth Planning	68
Wealth managers in Fullerton	143	BML Wealth Management	70
Wealth managers in Los Angeles	143	Twin Peaks Wealth Advisors	71
Wealth managers in Placentia	143	BML Wealth Management	70
Wealth managers in Rossmoor	143	BML Wealth Management	70
Wealth managers in South Pasadena	143	RVW Wealth, LLC	68
Wealth managers in Stanton	143	BML Wealth Management	70
Wealth managers in Westminster	143	BML Wealth Management	70
Wealth managers in Alhambra	142	Falcon Wealth Planning	68
Wealth managers in Anaheim	142	BML Wealth Management	70
Wealth managers in Gardena	142	Gerber Kawasaki Wealth and Investment Management	69
Wealth managers in Long Beach	142	BML Wealth Management	70
Wealth managers in San Gabriel	142	Falcon Wealth Planning	68
Wealth managers in Seal Beach	142	BML Wealth Management	70
Wealth managers in Yorba Linda	142	Falcon Wealth Planning	70
Wealth managers in Carson	141	BML Wealth Management	69
Wealth managers in Covina	141	Falcon Wealth Planning	70
Wealth managers in Fountain Valley	141	BML Wealth Management	71
Wealth managers in Glendora	141	Falcon Wealth Planning	70
Wealth managers in Monrovia	141	Falcon Wealth Planning	69
Wealth managers in Orange	141	BML Wealth Management	71
Wealth managers in West Carson	141	BML Wealth Management	69
Wealth managers in Citrus	140	Falcon Wealth Planning	70
Wealth managers in Garden Grove	140	BML Wealth Management	70
Wealth managers in San Marino	140	Falcon Wealth Planning	68
Wealth managers in Huntington Beach	139	BML Wealth Management	71
Wealth managers in Santa Ana	139	BML Wealth Management	71
Wealth managers in Torrance	139	Gerber Kawasaki Wealth and Investment Management	69
Wealth managers in Lomita	138	BML Wealth Management	68
Wealth managers in San Pedro	138	BML Wealth Management	69
Wealth managers in Sierra Madre	138	Falcon Wealth Planning	69
Wealth managers in Westmont	138	RVW Wealth, LLC	70
Wealth managers in Chino Hills	137	Falcon Wealth Planning	71
Wealth managers in Lawndale	136	RVW Wealth, LLC	69
Wealth managers in Pomona	136	Falcon Wealth Planning	71
Wealth managers in Echo Park	135	RVW Wealth, LLC	69
Wealth managers in Hawthorne	134	Gerber Kawasaki Wealth and Investment Management	69
Wealth managers in La Verne	134	Falcon Wealth Planning	71
Wealth managers in Palos Verdes Estates	134	Gerber Kawasaki Wealth and Investment Management	69
Wealth managers in Pasadena	134	Grounded Wealth Advisors, LLC	68
Wealth managers in Silver Lake	133	RVW Wealth, LLC	69
Wealth managers in Lennox	132	RVW Wealth, LLC	70
Wealth managers in Rancho Palos Verdes	132	Gerber Kawasaki Wealth and Investment Management	68
Wealth managers in Redondo Beach	132	Gerber Kawasaki Wealth and Investment Management	69
Wealth managers in Del Aire	131	Park Wealth Management	71
Wealth managers in Altadena	129	Falcon Wealth Planning	68
Wealth managers in Hermosa Beach	129	Gerber Kawasaki Wealth and Investment Management	69
Wealth managers in Tustin	129	BML Wealth Management	71
Wealth managers in Koreatown	128	RVW Wealth, LLC	70
Wealth managers in Inglewood	127	RVW Wealth, LLC	70
Wealth managers in North Tustin	127	BML Wealth Management	71
Wealth managers in View Park-Windsor Hills	127	RVW Wealth, LLC	70
Wealth managers in El Segundo	126	Gerber Kawasaki Wealth and Investment Management	70
Wealth managers in Glendale	126	RVW Wealth, LLC	69
Wealth managers in Manhattan Beach	126	Gerber Kawasaki Wealth and Investment Management	70
Wealth managers in Claremont	123	Falcon Wealth Planning	72
Wealth managers in Costa Mesa	123	BML Wealth Management	71
Wealth managers in Culver City	121	RVW Wealth, LLC	70
Wealth managers in Chino	120	Falcon Wealth Planning	72
Wealth managers in Irvine	120	BML Wealth Management	72
Wealth managers in Newport Beach	119	BML Wealth Management	71
Wealth managers in Corona	117	Falcon Wealth Planning	71
Wealth managers in Coto De Caza	115	BML Wealth Management	70
Wealth managers in Hollywood	115	RVW Wealth, LLC	70
Wealth managers in Home Gardens	115	Falcon Wealth Planning	71
Wealth managers in Ontario	115	Falcon Wealth Planning	73
Wealth managers in La Cañada Flintridge	114	RVW Wealth, LLC	68
Wealth managers in Montclair	114	Falcon Wealth Planning	72
Wealth managers in Eastvale	113	Falcon Wealth Planning	72
Wealth managers in Upland	113	Falcon Wealth Planning	72
Wealth managers in Norco	112	Falcon Wealth Planning	72
Wealth managers in Jurupa Valley	110	Falcon Wealth Planning	72
Wealth managers in Ladera Ranch	110	BML Wealth Management	70
Wealth managers in Rancho Santa Margarita	110	BML Wealth Management	70
Wealth managers in Laguna Hills	109	BML Wealth Management	71
Wealth managers in Laguna Woods	109	BML Wealth Management	71
Wealth managers in Rancho Cucamonga	108	Falcon Wealth Planning	72
Wealth managers in Mission Viejo	107	BML Wealth Management	70
Wealth managers in Pedley	107	Falcon Wealth Planning	72
Wealth managers in Aliso Viejo	106	BML Wealth Management	70
Wealth managers in Foothill Ranch	106	BML Wealth Management	71
Wealth managers in La Crescenta-Montrose	106	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in Laguna Beach	106	BML Wealth Management	71
Wealth managers in West Hollywood	106	RVW Wealth, LLC	71
Wealth managers in Glen Avon	105	Falcon Wealth Planning	72
Wealth managers in Lake Forest	105	BML Wealth Management	71
Wealth managers in Laguna Niguel	104	BML Wealth Management	70
Wealth managers in Beverly Hills	102	RVW Wealth, LLC	71
Wealth managers in Venice	102	Gerber Kawasaki Wealth and Investment Management	71
Wealth managers in Lakeland Village	101	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in San Juan Capistrano	101	BML Wealth Management	70
Wealth managers in Burbank	100	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Camp Pendleton South	100	IDA Wealth - Intelligence Driven Advisers	72
Wealth managers in Lake Elsinore	100	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in Universal City	100	RVW Wealth, LLC	70
Wealth managers in Riverside	99	Falcon Wealth Planning	71
Wealth managers in San Clemente	99	BML Wealth Management	70
Wealth managers in Rubidoux	98	Falcon Wealth Planning	71
Wealth managers in Canyon Lake	97	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in North Hollywood	97	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Studio City	97	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Woodcrest	97	Falcon Wealth Planning	70
Wealth managers in Tujunga	96	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Fallbrook	95	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	71
Wealth managers in Mead Valley	95	Falcon Wealth Planning	69
Wealth managers in Santa Monica	95	Gerber Kawasaki Wealth and Investment Management	71
Wealth managers in Sunland	95	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Wildomar	95	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	71
Wealth managers in Dana Point	94	BML Wealth Management	71
Wealth managers in Oceanside	94	IDA Wealth - Intelligence Driven Advisers	72
Wealth managers in Shadow Hills	93	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Sherman Oaks	93	Wealth Management Partners of Los Angeles, Inc.	71
Wealth managers in Van Nuys	92	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Valley Glen	91	Wealth Management Partners of Los Angeles, Inc.	71
Wealth managers in Encino	90	Wealth Management Partners of Los Angeles, Inc.	71
Wealth managers in Carlsbad	87	IDA Wealth - Intelligence Driven Advisers	74
Wealth managers in Perris	87	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	69
Wealth managers in San Fernando	87	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Murrieta	86	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	73
Wealth managers in North Hills	86	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Sun City	84	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in Vista	83	IDA Wealth - Intelligence Driven Advisers	73
Wealth managers in Northridge	82	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Bloomington	81	Falcon Wealth Planning	72
Wealth managers in Fontana	81	Falcon Wealth Planning	71
Wealth managers in Canoga Park	80	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Woodland Hills	80	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Calabasas	79	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in West Hills	79	Wealth Management Partners of Los Angeles, Inc.	70
Wealth managers in Malibu	78	Gerber Kawasaki Wealth and Investment Management	68
Wealth managers in Encinitas	76	IDA Wealth - Intelligence Driven Advisers	73
Wealth managers in San Marcos	76	IDA Wealth - Intelligence Driven Advisers	73
Wealth managers in Agoura	74	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Agoura Hills	74	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in Chatsworth	74	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Moreno Valley	74	Falcon Wealth Planning	69
Wealth managers in San Ramon	74	Tomren & Sullivan Wealth Management	73
Wealth managers in Alameda	73	Tomren & Sullivan Wealth Management	70
Wealth managers in Alamo	73	Tomren & Sullivan Wealth Management	72
Wealth managers in Danville	73	Tomren & Sullivan Wealth Management	73
Wealth managers in Escondido	73	IDA Wealth - Intelligence Driven Advisers	72
Wealth managers in Moraga	73	Tomren & Sullivan Wealth Management	72
Wealth managers in Oak Park	73	Wealth Management Partners of Los Angeles, Inc.	69
Wealth managers in Ashland	72	Tomren & Sullivan Wealth Management	72
Wealth managers in Castro Valley	72	Tomren & Sullivan Wealth Management	71
Wealth managers in Cherryland	72	Tomren & Sullivan Wealth Management	72
Wealth managers in Oakland	72	Monroe Wealth Management	70
Wealth managers in San Leandro	72	Tomren & Sullivan Wealth Management	69
Wealth managers in San Lorenzo	72	Tomren & Sullivan Wealth Management	71
Wealth managers in Solana Beach	72	IDA Wealth - Intelligence Driven Advisers	72
Wealth managers in Dublin	71	Tomren & Sullivan Wealth Management	72
Wealth managers in Grand Terrace	71	Falcon Wealth Planning	71
Wealth managers in Hayward	71	Tomren & Sullivan Wealth Management	70
Wealth managers in Piedmont	71	Tomren & Sullivan Wealth Management	71
Wealth managers in Poway	71	IDA Wealth - Intelligence Driven Advisers	71
Wealth managers in Ramona	71	IDA Wealth - Intelligence Driven Advisers	70
Wealth managers in Rancho Penasquitos	71	IDA Wealth - Intelligence Driven Advisers	72
Wealth managers in Temecula	71	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	72
Wealth managers in Fairview	70	Tomren & Sullivan Wealth Management	72
Wealth managers in Santa Clarita	70	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in Burlingame	69	Monroe Wealth Management	69
Wealth managers in Hillsborough	69	Monroe Wealth Management	69
Wealth managers in Lafayette	69	Tomren & Sullivan Wealth Management	71
Wealth managers in Mira Mesa	69	Canter Wealth	71
Wealth managers in North Fair Oaks	69	Traveka Wealth	70
Wealth managers in Redwood City	69	Traveka Wealth	68
Wealth managers in Simi Valley	69	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in Union City	69	Tomren & Sullivan Wealth Management	70
Wealth managers in Clayton	68	Tomren & Sullivan Wealth Management	71
Wealth managers in Emeryville	68	Monroe Wealth Management	70
Wealth managers in Fremont	68	Tomren & Sullivan Wealth Management	69
Wealth managers in Millbrae	68	Monroe Wealth Management	69
Wealth managers in Newark	68	Tomren & Sullivan Wealth Management	69
Wealth managers in San Carlos	68	Traveka Wealth	70
Wealth managers in San Mateo	68	Tomren & Sullivan Wealth Management	69
Wealth managers in Visitacion Valley	68	Monroe Wealth Management	71
Wealth managers in Belmont	67	Traveka Wealth	69
Wealth managers in Foster City	67	Tomren & Sullivan Wealth Management	69
Wealth managers in Half Moon Bay	67	Traveka Wealth	68
Wealth managers in Livermore	67	Tomren & Sullivan Wealth Management	71
Wealth managers in Mission District	67	Monroe Wealth Management	71
Wealth managers in Noe Valley	67	Monroe Wealth Management	71
Wealth managers in Orinda	67	Tomren & Sullivan Wealth Management	71
Wealth managers in Pacifica	67	Monroe Wealth Management	70
Wealth managers in Pinole	67	Monroe Wealth Management	69
Wealth managers in Pleasant Hill	67	Tomren & Sullivan Wealth Management	70
Wealth managers in Pleasanton	67	Tomren & Sullivan Wealth Management	72
Wealth managers in Redwood Shores	67	Tomren & Sullivan Wealth Management	69
Wealth managers in San Bruno	67	Monroe Wealth Management	69
Wealth managers in San Diego Country Estates	67	IDA Wealth - Intelligence Driven Advisers	69
Wealth managers in San Pablo	67	Monroe Wealth Management	70
Wealth managers in South San Francisco	67	Monroe Wealth Management	70
Wealth managers in Berkeley	66	Monroe Wealth Management	70
Wealth managers in Chinatown	66	Monroe Wealth Management	72
Wealth managers in East Palo Alto	66	Traveka Wealth	70
Wealth managers in Hercules	66	Tomren & Sullivan Wealth Management	69
Wealth managers in La Jolla	66	Canter Wealth	73
Wealth managers in Menlo Park	66	Traveka Wealth	70
Wealth managers in San Francisco	66	Monroe Wealth Management	71
Wealth managers in Walnut Creek	66	Tomren & Sullivan Wealth Management	71
Wealth managers in Albany	65	Monroe Wealth Management	70
Wealth managers in El Sobrante	65	Monroe Wealth Management	70
Wealth managers in Larkspur	65	Monroe Wealth Management	70
Wealth managers in Los Altos	65	Traveka Wealth	71
Wealth managers in Mill Valley	65	Monroe Wealth Management	70
Wealth managers in Mountain View	65	Traveka Wealth	70
Wealth managers in Palo Alto	65	Traveka Wealth	70
Wealth managers in Stanford	65	Traveka Wealth	71
Wealth managers in Stevenson Ranch	65	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in El Cerrito	64	Monroe Wealth Management	69
Wealth managers in Lakeside	64	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in Milpitas	64	Tomren & Sullivan Wealth Management	68
Wealth managers in Richmond	64	Monroe Wealth Management	68
Wealth managers in Santee	64	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in Thousand Oaks	64	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in Bostonia	63	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in Casa de Oro-Mount Helix	63	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in Concord	63	Tomren & Sullivan Wealth Management	71
Wealth managers in El Cajon	63	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in La Mesa	63	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in La Presa	63	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in Lemon Grove	63	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in National City	63	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in Rancho San Diego	63	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in San Diego	63	Darrin A. Santos, CFP®-FSI Wealth	72
Wealth managers in San Rafael	63	Wealth Protection Lady, LLC	70
Wealth managers in Spring Valley	63	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in Sunnyvale	63	Traveka Wealth	68
Wealth managers in Tamalpais-Homestead Valley	63	Monroe Wealth Management	70
Wealth managers in Winter Gardens	63	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in Alpine	62	Darrin A. Santos, CFP®-FSI Wealth	69
Wealth managers in Bonita	62	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in Chula Vista	62	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in Coronado	62	Darrin A. Santos, CFP®-FSI Wealth	71
Wealth managers in Daly City	62	Monroe Wealth Management	70
Wealth managers in San Anselmo	62	Wealth Protection Lady, LLC	70
Wealth managers in Vallejo	62	Tomren & Sullivan Wealth Management	68
Wealth managers in Bay Point	61	Tomren & Sullivan Wealth Management	70
Wealth managers in Imperial Beach	61	Darrin A. Santos, CFP®-FSI Wealth	70
Wealth managers in Santa Clara	61	Traveka Wealth	68
Wealth managers in Martinez	60	Tomren & Sullivan Wealth Management	70
Wealth managers in Benicia	59	Tomren & Sullivan Wealth Management	69
Wealth managers in Rialto	59	Falcon Wealth Planning	71
Wealth managers in Valencia	59	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in American Canyon	58	Sonoma Wealth Advisors	69
Wealth managers in Cupertino	58	Traveka Wealth	68
Wealth managers in Menifee	58	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in Pittsburg	58	Tomren & Sullivan Wealth Management	69
Wealth managers in Vincent	58	Wealth Management Partners of Los Angeles, Inc.	68
Wealth managers in Castaic	57	Wealth Management Partners of Los Angeles, Inc.	67
Wealth managers in Fairfield	57	Towerpoint Wealth	67
Wealth managers in Novato	56	Valley Oak Wealth Management	70
Wealth managers in Suisun	56	Towerpoint Wealth	67
Wealth managers in Loma Linda	55	Falcon Wealth Planning	70
Wealth managers in Colton	54	Falcon Wealth Planning	71
Wealth managers in Napa	53	Sonoma Wealth Advisors	70
Wealth managers in Antioch	52	Tomren & Sullivan Wealth Management	70
Wealth managers in Moorpark	52	Wealth Management Partners of Los Angeles, Inc.	67
Wealth managers in Sonoma	51	Sonoma Wealth Advisors	72
Wealth managers in Petaluma	49	Sonoma Wealth Advisors	70
Wealth managers in Alum Rock	45	Wealth Cairn, LLC - An Investor Coaching Company	70
Wealth managers in Brentwood	44	Tomren & Sullivan Wealth Management	70
Wealth managers in Fillmore	44	Wealth Management Partners of Los Angeles, Inc.	66
Wealth managers in San Jose	44	Wealth Cairn, LLC - An Investor Coaching Company	69
Wealth managers in Camarillo	43	Wealth Management Partners of Los Angeles, Inc.	65
Wealth managers in Palmdale	42	Wealth Management Partners of Los Angeles, Inc.	67
Wealth managers in Phelan	42	Falcon Wealth Planning	69
Wealth managers in Dixon	41	Towerpoint Wealth	70
Wealth managers in Muscoy	40	Falcon Wealth Planning	71
Wealth managers in San Bernardino	40	Falcon Wealth Planning	70
Wealth managers in Campbell	39	Wealth Cairn, LLC - An Investor Coaching Company	70
Wealth managers in Communications Hill	38	Wealth Cairn, LLC - An Investor Coaching Company	70
Wealth managers in Vacaville	38	Towerpoint Wealth	68
Wealth managers in Saratoga	37	Wealth Cairn, LLC - An Investor Coaching Company	70
Wealth managers in Elk Grove	35	Towerpoint Wealth	71
Wealth managers in Los Gatos	35	Wealth Cairn, LLC - An Investor Coaching Company	70
Wealth managers in Oakley	35	Tomren & Sullivan Wealth Management	70
Wealth managers in Redlands	35	Falcon Wealth Planning	69
Wealth managers in Folsom	34	Cornerstone Wealth and Tax Advisory Group, Inc.	72
Wealth managers in Galt	34	Towerpoint Wealth	70
Wealth managers in Laguna	34	Towerpoint Wealth	72
Wealth managers in Orangevale	34	Cornerstone Wealth and Tax Advisory Group, Inc.	73
Wealth managers in Sun Village	34	Park Wealth Management	67
Wealth managers in Antelope	33	Cornerstone Wealth and Tax Advisory Group, Inc.	73
Wealth managers in Auburn	33	Cornerstone Wealth and Tax Advisory Group, Inc.	71
Wealth managers in Cameron Park	33	Cornerstone Wealth and Tax Advisory Group, Inc.	71
Wealth managers in Citrus Heights	33	Cornerstone Wealth and Tax Advisory Group, Inc.	73
Wealth managers in Davis	33	Towerpoint Wealth	72
Wealth managers in Diamond Springs	33	WealthGuard Advisors, Inc.	71
Wealth managers in El Dorado Hills	33	Cornerstone Wealth and Tax Advisory Group, Inc.	72
Wealth managers in Fair Oaks	33	Cornerstone Wealth and Tax Advisory Group, Inc.	72
Wealth managers in Florin	33	Towerpoint Wealth	73
Wealth managers in Foothill Farms	33	Towerpoint Wealth	72
Wealth managers in Granite Bay	33	Cornerstone Wealth and Tax Advisory Group, Inc.	73
Wealth managers in La Riviera	33	Towerpoint Wealth	73
Wealth managers in Lincoln	33	Cornerstone Wealth and Tax Advisory Group, Inc.	72
Wealth managers in North Auburn	33	Cornerstone Wealth and Tax Advisory Group, Inc.	71
Wealth managers in North Highlands	33	Towerpoint Wealth	71
Wealth managers in Parkway	33	Towerpoint Wealth	73
Wealth managers in Placerville	33	WealthGuard Advisors, Inc.	71
Wealth managers in Rancho Cordova	33	Towerpoint Wealth	71
Wealth managers in Rocklin	33	Cornerstone Wealth and Tax Advisory Group, Inc.	72
Wealth managers in Rosemont	33	Towerpoint Wealth	73
Wealth managers in Roseville	33	Cornerstone Wealth and Tax Advisory Group, Inc.	73
Wealth managers in Vineyard	33	Towerpoint Wealth	72
Wealth managers in Arden-Arcade	32	Towerpoint Wealth	73
Wealth managers in Carmichael	32	Towerpoint Wealth	72
Wealth managers in Highland	32	Falcon Wealth Planning	70
Wealth managers in Sacramento	32	Towerpoint Wealth	72
Wealth managers in Woodland	32	Towerpoint Wealth	71
Wealth managers in Beaumont	31	Falcon Wealth Planning	67
Wealth managers in Crestline	31	Falcon Wealth Planning	70
Wealth managers in Linda	31	Cornerstone Wealth and Tax Advisory Group, Inc.	68
Wealth managers in Olivehurst	31	Cornerstone Wealth and Tax Advisory Group, Inc.	69
Wealth managers in Rio Linda	31	Towerpoint Wealth	73
Wealth managers in Santa Paula	31	Wealth Management Partners of Los Angeles, Inc.	67
Wealth managers in West Sacramento	31	Towerpoint Wealth	73
Wealth managers in Lake Los Angeles	30	Park Wealth Management	67
Wealth managers in Tracy	30	Tomren & Sullivan Wealth Management	66
Wealth managers in Discovery Bay	28	Tomren & Sullivan Wealth Management	70
Wealth managers in East Hemet	28	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in Hemet	28	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	69
Wealth managers in Oxnard	28	Kennedy Wealth Management LLC	67
Wealth managers in San Jacinto	28	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in Yucaipa	28	Falcon Wealth Planning	68
Wealth managers in Quartz Hill	27	Wealth Management Partners of Los Angeles, Inc.	67
Wealth managers in Scotts Valley	27	Wealth Cairn, LLC - An Investor Coaching Company	69
Wealth managers in South Yuba City	27	Cornerstone Wealth and Tax Advisory Group, Inc.	68
Wealth managers in Valle Vista	27	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	70
Wealth managers in Lake Arrowhead	26	Falcon Wealth Planning	69
Wealth managers in Live Oak	25	Wealth Cairn, LLC - An Investor Coaching Company	68
Wealth managers in Port Hueneme	25	Kennedy Wealth Management LLC	66
Wealth managers in Santa Cruz	25	Wealth Cairn, LLC - An Investor Coaching Company	68
Wealth managers in Capitola	24	Wealth Cairn, LLC - An Investor Coaching Company	68
Wealth managers in Marysville	24	Cornerstone Wealth and Tax Advisory Group, Inc.	68
Wealth managers in Morgan Hill	24	Wealth Cairn, LLC - An Investor Coaching Company	67
Wealth managers in Rohnert Park	24	Sonoma Wealth Advisors	69
Wealth managers in Yuba City	24	Cornerstone Wealth and Tax Advisory Group, Inc.	68
Wealth managers in Banning	23	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	68
Wealth managers in Hesperia	23	Falcon Wealth Planning	68
Wealth managers in Lodi	21	Towerpoint Wealth	68
Wealth managers in Santa Rosa	21	Sonoma Wealth Advisors	69
Wealth managers in Truckee	21	Art of Wealth Management	70
Wealth managers in Ventura	21	Kennedy Wealth Management LLC	66
Wealth managers in Grass Valley	20	Cornerstone Wealth and Tax Advisory Group, Inc.	68
Wealth managers in Watsonville	19	Wealth Cairn, LLC - An Investor Coaching Company	65
Wealth managers in Gilroy	18	Wealth Cairn, LLC - An Investor Coaching Company	66
Wealth managers in Lancaster	17	Grounded Wealth Advisors, LLC	64
Wealth managers in Victorville	15	Falcon Wealth Planning	67
Wealth managers in Windsor	15	Sonoma Wealth Advisors	68
Wealth managers in Adelanto	14	Falcon Wealth Planning	67
Wealth managers in Apple Valley	14	Falcon Wealth Planning	67
Wealth managers in Arroyo Grande	14	Crew Wealth Management	66
Wealth managers in Grover Beach	14	Crew Wealth Management	72
Wealth managers in Healdsburg	14	Abacus Wealth Partners	67
Wealth managers in Los Osos	14	Crew Wealth Management	72
Wealth managers in San Luis Obispo	14	Crew Wealth Management	73
Wealth managers in Clovis	13	KERR WEALTH MANAGEMENT	66
Wealth managers in Lathrop	13	Journey Wealth Management, LLC	69
Wealth managers in Morro Bay	13	Crew Wealth Management	71
Wealth managers in Reedley	13	KERR WEALTH MANAGEMENT	67
Wealth managers in Stockton	13	Tomren & Sullivan Wealth Management	65
Wealth managers in Dinuba	12	KERR WEALTH MANAGEMENT	66
Wealth managers in Fresno	12	KERR WEALTH MANAGEMENT	71
Wealth managers in Hanford	12	KERR WEALTH MANAGEMENT	64
Wealth managers in Kingsburg	12	KERR WEALTH MANAGEMENT	66
Wealth managers in Lemoore	12	KERR WEALTH MANAGEMENT	64
Wealth managers in Nipomo	12	Crew Wealth Management	70
Wealth managers in Orcutt	12	Crew Wealth Management	68
Wealth managers in Palm Springs	12	Heslin Wealth Management, LLC	73
Wealth managers in Parlier	12	KERR WEALTH MANAGEMENT	67
Wealth managers in Sanger	12	KERR WEALTH MANAGEMENT	68
Wealth managers in Santa Maria	12	Crew Wealth Management	65
Wealth managers in Selma	12	KERR WEALTH MANAGEMENT	62
Wealth managers in Atascadero	11	Crew Wealth Management	71
Wealth managers in Big Bear City	11	Massongill Wealth Management \| Financial Advisor \| Redlands \| Yucaipa	68
Wealth managers in Cathedral City	11	Heslin Wealth Management, LLC	69
Wealth managers in Desert Hot Springs	11	Heslin Wealth Management, LLC	72
Wealth managers in Paso Robles	11	Crew Wealth Management	70
Wealth managers in Kerman	10	KERR WEALTH MANAGEMENT	62
Wealth managers in La Quinta	10	Cypress Wealth Services	68
Wealth managers in Prunedale	10	Wealth Cairn, LLC - An Investor Coaching Company	66
Wealth managers in South Lake Tahoe	10	Taylor Strategic Wealth Management LLC	67
Wealth managers in Carpinteria	9	Monarch Wealth Strategies - Santa Barbara	72
Wealth managers in Manteca	9	Journey Wealth Management, LLC	63
Wealth managers in Palm Desert	9	Cypress Wealth Services	72
Wealth managers in Rancho Mirage	9	Cypress Wealth Services	73
Wealth managers in Red Bluff	9	Wealth C&R Partners	69
Wealth managers in Yucca Valley	9	Heslin Wealth Management, LLC	70
Wealth managers in Chowchilla	8	KERR WEALTH MANAGEMENT	66
Wealth managers in Coachella	8	Cypress Wealth Services	72
Wealth managers in Indio	8	Cypress Wealth Services	70
Wealth managers in Madera	8	KERR WEALTH MANAGEMENT	60
Wealth managers in Mendota	8	KERR WEALTH MANAGEMENT	65
Wealth managers in Patterson	8	Oliveira Wealth	69
Wealth managers in Santa Barbara	8	Monarch Wealth Strategies - Santa Barbara	71
Wealth managers in Twentynine Palms	8	Cypress Wealth Services	68
Wealth managers in Anderson	7	Wealth C&R Partners	72
Wealth managers in Clearlake	7	Abacus Wealth Partners	65
Wealth managers in Garden Acres	7	Journey Wealth Management, LLC	70
Wealth managers in Goleta	7	Monarch Wealth Strategies - Santa Barbara	66
Wealth managers in Hollister	7	Resilient Wealth Planning \| Bay Area Financial Advisor	64
Wealth managers in Isla Vista	7	Monarch Wealth Strategies - Santa Barbara	72
Wealth managers in Marina	7	Resilient Wealth Planning \| Bay Area Financial Advisor	66
Wealth managers in Redding	7	Wealth C&R Partners	74
Wealth managers in Ripon	7	Journey Wealth Management, LLC	71
Wealth managers in Salida	7	Oliveira Wealth	71
Wealth managers in Shasta Lake	7	Wealth C&R Partners	73
Wealth managers in Delano	6	Moneywise Wealth Management	60
Wealth managers in Modesto	6	Oliveira Wealth	69
Wealth managers in Newman	6	Oliveira Wealth	68
Wealth managers in Oakdale	6	Oliveira Wealth	70
Wealth managers in Riverbank	6	Oliveira Wealth	72
Wealth managers in Ceres	5	Oliveira Wealth	62
Wealth managers in Monterey	5	Resilient Wealth Planning \| Bay Area Financial Advisor	62
Wealth managers in Pacific Grove	5	Resilient Wealth Planning \| Bay Area Financial Advisor	65
Wealth managers in Salinas	5	Resilient Wealth Planning \| Bay Area Financial Advisor	62
Wealth managers in Seaside	5	Resilient Wealth Planning \| Bay Area Financial Advisor	58

Highest RFA Scores among California wealth managers

Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.

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.

Highest RFA Scores among California wealth managers
#	Firm	RFA Score	City list	Google rating
1	IDA Wealth - Intelligence Driven Advisers	74	#1 in Carlsbad	5.0★ (131)
2	Wealth C&R Partners	74	#1 in Redding	5.0★ (46)
3	Cypress Wealth Services	73	#1 in Rancho Mirage	5.0★ (18)
4	Heslin Wealth Management, LLC	73	#1 in Palm Springs	5.0★ (18)
5	Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor	73	#1 in Murrieta	5.0★ (120)
6	Cornerstone Wealth and Tax Advisory Group, Inc.	73	#1 in Roseville	5.0★ (85)
7	Falcon Wealth Planning	73	#1 in Ontario	4.9★ (296)
8	Hancock Partners Wealth Strategies	73	#2 in Palm Springs	5.0★ (17)
9	Tomren & Sullivan Wealth Management	73	#1 in San Ramon	5.0★ (59)
10	Summit Wealth Strategies	73	#2 in Redding	5.0★ (37)

Method

How we rank financial advisors

Wealth managers by city in California

Highest RFA Scores among California wealth managers

Related pages

More in California

Method