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Wealth Managers in Sun City, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sun City: Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor, RFA Score 70/100; 5.0★ from 120 Google reviews.

  2. 2

    Most-reviewed: Falcon Wealth Planning, 296 Google reviews at 4.9★, the most of 84 ranked; ranked #2.

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

84 Sun City wealth managers are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 84 rated firms.

Top 10 wealth managers in Sun City 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 Sun City at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor705.0★ (120)Murrieta, 11 mi awayTop score
2Falcon Wealth Planning684.9★ (296)Ontario, 33 mi awayMost reviews
3Grape Wealth Management664.8★ (67)Temecula, 17 mi away—
4BML Wealth Management665.0★ (154)Irvine, 37 mi away—
5Modern Wealth Law654.9★ (114)Irvine, 38 mi away—
6Falcon Wealth Planning655.0★ (90)Irvine, 38 mi away—
7New Wealth Advisors Club644.8★ (118)Irvine, 37 mi away—
8LHM Wealth Management - Harry Paez645.0★ (9)Wildomar, 8 mi away—
9Legacy Roots Wealth Management645.0★ (13)Hemet, 14 mi away—
10Perch Wealth635.0★ (31)San Juan Capistrano, 30 mi away—

All 84 wealth managers in Sun City, 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 Sun City

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

    Based in Murrieta, 11 mi away

    70/100RFA 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 Falcon Wealth Planning

    Based in Ontario, 33 mi away

    68/100RFA Score

    Ranked #2 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 Grape Wealth Management

    Based in Temecula, 17 mi away

    66/100RFA Score

    Ranked #3 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

  4. #4 BML Wealth Management

    Based in Irvine, 37 mi away

    66/100RFA Score

    Ranked #4 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

  5. #5 Modern Wealth Law

    Based in Irvine, 38 mi away

    65/100RFA Score

    Ranked #5 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

  6. #6 Falcon Wealth Planning

    Based in Irvine, 38 mi away

    65/100RFA Score

    Ranked #6 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

  10. #10 Perch Wealth

    Based in San Juan Capistrano, 30 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    29122 Rancho Viejo Rd #111, San Juan Capistrano, CA 92675
    View profile for Perch Wealth(855) 378-3443

  11. #11 Planable Wealth

    Based in Riverside, 21 mi away

    63/100RFA Score

    Ranked #11 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

  16. #16 Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa

    Based in Redlands, 24 mi away

    62/100RFA Score

    Ranked #16 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

  18. #18 OC Wealth Coach

    Based in Tustin, 36 mi away

    62/100RFA Score

    Ranked #18 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

  20. #20 Mosley Wealth Management

    Based in Anaheim, 40 mi away

    61/100RFA Score

    Ranked #20 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 Wonder Wealth LLC

    Based in National City, 22 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    View profile for Wonder Wealth LLC(619) 537-9680

  24. #24 La Pointe Wealth Advisors

    Based in Temecula, 16 mi away

    61/100RFA Score

    Ranked #24 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

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

wealth managers in Sun City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Nexus Wealth Management, California615.0★ (13)31 mi
27West & Walters Tax and Wealth Management615.0★ (20)39 mi
28Wealthlynk Inc.615.0★ (7)24 mi
29Serenity Wealth Management, Orange County, Trevor McGhie, CFP615.0★ (20)39 mi
30G3 Capital Wealth615.0★ (20)39 mi
31Bulman Wealth Group605.0★ (3)15 mi
32Heslin Wealth Management, LLC605.0★ (18)39 mi
33Fortitude Wealth Management605.0★ (19)39 mi
34Clearview Wealth Management, LLC605.0★ (11)32 mi
35Eric Gallinger - Stratos Wealth Partners605.0★ (16)38 mi
36Irvine Wealth Management605.0★ (10)31 mi
37KWB Wealth605.0★ (6)25 mi
38Hancock Partners Wealth Strategies605.0★ (17)39 mi
39Wealth Integrity Partners605.0★ (11)33 mi
40Resilience Wealth Group605.0★ (10)32 mi
41Pacific Coast Wealth Management604.6★ (11)32 mi
42WealthWise Financial Services605.0★ (8)32 mi
43Cornerstone Christian Wealth Management, INC605.0★ (4)23 mi
44Tidecrest Wealth Management, LLC595.0★ (13)40 mi
45Advanced Planning Wealth Management Group594.7★ (15)38 mi
46Modern Wealth Advisors595.0★ (12)39 mi
47Simon Hobbs, Wealth Advisor595.0★ (6)31 mi
48Providence Wealth Planning595.0★ (3)23 mi
49EP Wealth Advisors595.0★ (10)38 mi
50Wealth Crafters, Inc595.0★ (8)35 mi

Also serving Sun City

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 Sun City
BusinessGoogle ratingDistance
AJT Wealth Consultants5.0★ (2)14 mi
Apella Wealth5.0★ (2)32 mi
AW Wealth Advisory5.0★ (2)31 mi
C&R Wealth Management5.0★ (2)38 mi
Jeremy Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)2 mi
Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors5.0★ (2)32 mi
Matson Waner Wealth Management5.0★ (2)24 mi
Merrill Lynch Wealth Management3.0★ (2)15 mi
On Point Wealth Management5.0★ (2)24 mi
Pacific Wealth Strategists, Inc.5.0★ (2)25 mi
Precision Wealth5.0★ (2)31 mi
RivCo Wealth Management5.0★ (2)21 mi
Ruggieri Financial GroupIn Sun City
Ruth Adelia Aguilera: Primerica - Financial Services2.6★ (5)In Sun City
Tempus Wealth Planning3.0★ (2)32 mi
U.S. Bancorp Advisors - Financial Advisors: Joshua CanalesIn Sun City
U.S. Bank – Wealth Management Banker: Vansy DiasIn Sun City
Vanguard Capital Wealth Advisors3.0★ (2)38 mi
Vision Solved Wealth Management Group5.0★ (2)20 mi
Wells Fargo Advisors1.0★ (1)In Sun City

How we ranked Sun City wealth managers

We scored 84 Sun City 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 Sun City 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 Sun City: frequently asked questions

Which wealth manager has the highest RFA Score in Sun City?

By RFA Score, the highest-ranked wealth manager in Sun City, CA is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor with an RFA Score of 70/100. It has 5.0★ from 120 Google reviews. Falcon Wealth Planning (#2) and Grape Wealth Management (#3) follow. We ranked 84 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Sun City?

RankedFinancialAdvisors ranks 84 wealth managers serving Sun City, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Sun City work on weekends?

5 of 84 ranked wealth managers post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sun City wealth managers have?

The median Google rating among 84 rated wealth managers in Sun City is 5.0★, with a median of 8 reviews. Falcon Wealth Planning has the most, 296 reviews, and ranks #2. 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 Sun City count in this ranking?

Yes, if they are within 40 mi of the Sun City 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 Sun City 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 Sun City 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 Sun City

  1. November 2026: RFA Scores recalculated for 84 wealth managers serving Sun City.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Sun City pages