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Wealth Managers in San Dimas, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in San Dimas: Falcon Wealth Planning, RFA Score 71/100; 4.9★ from 296 Google reviews.

  2. 21

    Most-reviewed: Gerber Kawasaki Wealth and Investment Management, 186 Google reviews at 4.6★, the most of 144 ranked after Falcon Wealth Planning; ranked #21.

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

144 San Dimas wealth managers are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 144 rated firms.

Top 10 wealth managers in San Dimas 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 San Dimas at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Falcon Wealth Planning714.9★ (296)Ontario, 13 mi away—Top score
2Park Wealth Management694.9★ (90)Del Aire, 5 mi away——
3Evermont Wealth685.0★ (43)Claremont, 5 mi away——
4Homestead Wealth Management675.0★ (25)San DimasSat—
5BML Wealth Management675.0★ (154)Irvine, 30 mi away——
6Carl Grande- Wealth Mentor675.0★ (27)Glendora, 3 mi awaySat—
7Modern Wealth Law664.9★ (114)Irvine, 30 mi away——
8Arbor Wealth Strategies665.0★ (55)Downey, 22 mi away——
9Falcon Wealth Planning665.0★ (90)Irvine, 29 mi away——
10New Wealth Advisors Club654.8★ (118)Irvine, 30 mi away——

All 144 wealth managers in San Dimas, 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 San Dimas

    #1 Falcon Wealth Planning

    Based in Ontario, 13 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 296 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3400 Inland Empire Blvd Ste 100, Ontario, CA 91764
    View profile for Falcon Wealth Planning(855) 963-2526

  3. #3 Evermont Wealth

    Based in Claremont, 5 mi away

    68/100RFA Score

    Ranked #3 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

  5. #5 BML Wealth Management

    Based in Irvine, 30 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 154 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 154 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Park Plaza #800, Irvine, CA 92614
    View profile for BML Wealth Management(949) 682-9105

  7. #7 Modern Wealth Law

    Based in Irvine, 30 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 114 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 114 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    2600 Michelson Dr Ste 950, Irvine, CA 92612
    View profile for Modern Wealth Law(949) 371-5003

  9. #9 Falcon Wealth Planning

    Based in Irvine, 29 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 90 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2030 Main St 13th floor, Irvine, CA 92614
    View profile for Falcon Wealth Planning(855) 963-2526

  11. #11 VOSBERG WEALTH MANAGEMENT

    Based in Glendora, 4 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    224 W Foothill Blvd, Glendora, CA 91741
    View profile for VOSBERG WEALTH MANAGEMENT(626) 358-5458

  13. #13 RVW Wealth, LLC

    Based in Los Angeles, 35 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    1880 Century Pk E #200, Los Angeles, CA 90067
    View profile for RVW Wealth, LLC(310) 945-4000

  15. #15 M&M Wealth Associates

    Based in Santa Ana, 28 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    Address
    2900 S Harbor Blvd Ste 225, Santa Ana, CA 92704
    View profile for M&M Wealth Associates(714) 494-9515

  17. #17 Mosley Wealth Management

    Based in Anaheim, 21 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    2401 E Katella Ave #270, Anaheim, CA 92806
    View profile for Mosley Wealth Management(714) 421-4288

  22. #22 OC Wealth Coach

    Based in Tustin, 25 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17742 Irvine Blvd STE 200, Tustin, CA 92780
    View profile for OC Wealth Coach(714) 832-6763

  23. #23 MDRN Wealth

    Based in Venice, 38 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    606 Venice Blvd. Ste 107, Venice, CA 90291
    View profile for MDRN Wealth(310) 307-5523

Wealth managers 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 144 ranked wealth managers here; the rest are on their profiles.

wealth managers in San Dimas, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26GoldLine Wealth Management635.0★ (13)18 mi
27WealthArch Investment Services635.0★ (13)19 mi
28Fiducia Wealth Management Investment Advisor Representative Juan Salazar635.0★ (14)19 mi
29Wealth Crafters, Inc625.0★ (8)13 mi
30Warren Street Wealth Advisors, LLC625.0★ (29)32 mi
31Confluence Wealth Management Group - Ameriprise Financial Services, LLC623.8★ (4)In San Dimas
32EFC Wealth Management Firm624.9★ (39)35 mi
33StrateFi Wealth Management625.0★ (22)30 mi
34Serenity Wealth Management, Orange County, Trevor McGhie, CFP625.0★ (20)29 mi
35Planable Wealth624.8★ (21)27 mi
36Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC623.7★ (3)In San Dimas
37Clarity Wealth625.0★ (3)4 mi
38Empire Private Wealth625.0★ (6)13 mi
39WestPac® Wealth Partners (La Cañada Flintridge)615.0★ (12)24 mi
40Derive Wealth615.0★ (8)19 mi
41Eric Gallinger - Stratos Wealth Partners615.0★ (16)29 mi
42Perch Wealth615.0★ (31)40 mi
43Von Adelung Wealth Management615.0★ (12)26 mi
44Mallory Wealth Management615.0★ (5)14 mi
45Three Arch Wealth Management615.0★ (17)32 mi
46G3 Capital Wealth615.0★ (20)34 mi
47Navigoe Wealth Management615.0★ (26)38 mi
48Nexgen Wealth Management615.0★ (3)9 mi
49Mission Street Wealth Planning615.0★ (7)19 mi
50Karam Wealth Advisors615.0★ (14)29 mi

Also serving San Dimas

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 San Dimas
BusinessGoogle ratingDistance
B2B Financial ServicesIn San Dimas
Bank of America Financial Center2.7★ (40)In San Dimas
Caitlin Tolan - Financial Advisor, Ameriprise Financial Services, LLCIn San Dimas
Capital Management Solutions2.5★ (2)In San Dimas
Chatfield Wealth Management4.5★ (2)5 mi
Duvan Chiang - Financial Advisor, Ameriprise Financial Services, LLCIn San Dimas
Equity 401k ConsultantsIn San Dimas
Garabedian Wealth Management5.0★ (2)16 mi
Holly Street Wealth Advisors5.0★ (2)19 mi
Kevin P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)2 mi
Modern Wealth Design5.0★ (2)22 mi
Pasadena Private Wealth4.5★ (2)19 mi
Peak Financial Inc3.7★ (3)In San Dimas
Pillar Wealth Strategies5.0★ (2)26 mi
Ryan Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLCIn San Dimas
RYSE Financial5.0★ (2)In San Dimas
Strategic Edge Wealth ManagementIn San Dimas
U.S. Bank – Wealth Management Banker: Ronald TraboulsiIn San Dimas
Wells Fargo Advisors1.0★ (1)In San Dimas
Zuk Financial GroupIn San Dimas

How we ranked San Dimas wealth managers

We scored 144 San Dimas 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 San Dimas 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 San Dimas: frequently asked questions

Which wealth manager has the highest RFA Score in San Dimas?

By RFA Score, the highest-ranked wealth manager in San Dimas, CA is Falcon Wealth Planning with an RFA Score of 71/100. It has 4.9★ from 296 Google reviews. Park Wealth Management (#2) and Evermont Wealth (#3) follow. We ranked 144 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in San Dimas?

RankedFinancialAdvisors ranks 144 wealth managers serving San Dimas, CA. 3 of them are based in San Dimas; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in San Dimas work on weekends?

17 of 144 ranked wealth managers post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Homestead Wealth Management (#4), Carl Grande- Wealth Mentor (#6) and Wealth Management Partners of Los Angeles, Inc. (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do San Dimas wealth managers have?

The median Google rating among 144 rated wealth managers in San Dimas is 5.0★, with a median of 9 reviews. Falcon Wealth Planning has the most, 296 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 San Dimas count in this ranking?

Yes, if they are within 40 mi of the San Dimas 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 San Dimas 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 San Dimas 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 San Dimas

  1. November 2026: RFA Scores recalculated for 144 wealth managers serving San Dimas.
  2. November 2026: 3 duplicate listings merged.

More wealth managers and San Dimas pages