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Find Top Financial Advisors in Riverside, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Riverside, California
Last Updated - 15-May-2022

Riverside has 10 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 40 non-vetted advisors in your local area. These financial advisors in Riverside , California have an average of 17 years of experience.

NOTE: The list of financial advisors in Riverside , California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Riverside , California .

Qualified Financial Advisors in Riverside, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Chabot
CFP®, MBA
RANCHO WEALTH MANAGEMENT
11810 Sebastian Way Suite 105,
Rancho Cucamonga, CA 91730
15 Not Specified Not Specified Fee-Based
Rick Martinez
CFP®
RDM FINANCIAL
1425 W Foothill Blvd.,
Upland, CA 91786
11 Not Specified $100,000 Fee-Based
John Borger
CFP®
ROYAL AMERICAN FINANCIAL ADVISORS, LLC
27192 Newport Rd., Suite 4,
Menifee, CA 92584
26 Not Specified Not Specified Fee-Only
Simon Reeves
TIDEROCK FINANCIAL
9900 Research Drive,
Irvine, CA 92618
25 Not Specified $500,000 Fee-Based
Corey Fast
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2400 E. Katella Ave.,
Anaheim, CA 92806
14 Not Specified Not Specified Fee-Based
Michael Jensen
CFP®
FALCON WEALTH PLANNING, INC.
2030 Main St,
Irvine, CA 92614
10 $75,000,000 $250,000 Fee-Only
James Peters
Chartered Financial Consultant (ChFC®)
CENTAURUS FINANCIAL
18662 Macarthur Blvd,
Irvine, CA 92612
21 20,000,000 25,000 Fee-Based
Lance Blount
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 Anton Blvd,
Costa Mesa, CA 92626
19 Not Specified Not Specified Fee-Based
Sasha Shteyn
CFP®
EDELMAN FINANCIAL ENGINES, LLC
225 South Lake Avenue,
Pasadena, CA 91101
20 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Los Angeles, CA 90012
11 $15,000,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Riverside

Qualifications CRD# 4622383
FirmCRD# 10205
Series 6, 7, 24, 26, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 11810 Sebastian Way Suite 105,
Rancho Cucamonga,
CA
91730
Phone Number 909-935-5555

Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions. Andrew earned his BA in Marketing and has also earned an MBA. He currently holds FINRA Series 6, 7, 24, 26, 63 and 65 FINRA registration as well as Life / Health / Property and Casualty Insurance licenses.

About Rancho Wealth Management

I am a local, independent, CERTIFIED FINANCIAL PLANNER and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must prepare for your own retirement as well as consider what's to be done with your estate after you are gone. You are confronted with a growing number of investment and insurance products and services. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program. Add up all of these important considerations and your need for competent, objective financial guidance has never been greater. This is where I come in. I help you make better decisions.


Qualifications CRD# 6524415
FirmCRD# 310341
Series 7, 63, 65

Compensation/Fee Fee-Based, Commissions, Flat Fee


Office Location 1425 W Foothill Blvd.,
Suite 125,
Upland,
CA
91786
Phone Number 909-261-2749

Rick Martinez CFP® is a Passionate and highly experienced Retirement Wealth & Tax Strategist. His goal is always to help his pre-retirees and retirees experience financial peace of mind. Rick works closely with a collaborative team of CPA's, Estate Attorney's, and other Certified Financial Planners with RDM Financial Group. Using the powerful approach of The "Retirement Wealth Maximizer System", He has been able to help his retirees enjoy a comfortable retirement where they are positioned to never run out of money and are also able to leave tax-efficient and tax-free money to their kids, grandkids, and other love ones. Because Rick is passionate about his career, he continues to seek higher education through the University of California, Irvine, and has attained the designation of CERTIFIED FINANCIAL PLANNER. He maintains qualifying state licensing, quality strategic coaching from other experts in the industry, and ongoing training on new laws affecting taxes and retirement investments. Rick is a life-long Californian. He is happily married to his wife Gracie of 25 years and is the proud father of two wonderful daughters Sarah and Chelsee. Rick enjoys family weekend trips to the river and walking his dog's Candy and Max.

About RDM Financial

We understand how important it is for you to be able to trust your Financial and Tax planning team - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisory team you can count on to give you the news straight and look after your best interests.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2310995
FirmCRD# 111192
Series 7, 24, 63, 65

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


Office Location 27192 Newport Rd., Suite 4,
Menifee,
CA
92584
Phone Number 951-679-2065

John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his lifelong goal to help his clients prevent costly financial mistakes. John believes selecting quality investments and preventing unnecessary risks & losses is the mark of a good advisor. John and the other founders of Royal American want the focus to be on the client. They believe that if the focus is on the client by providing the best possible financial products and service available, the bottom line will take care of itself. John has chosen to work with a limited number of select clients to accomplish his goal of excellent service for his clients and to spend more quality family time with Cara, Tyler and Trevor. Royal American Financial Advisors is a fee only fiduciary advisor. In keeping your best interests in mind, we will not accept any commissions, fees, or incentives from any third parties or financial institutions. We have made a commitment to only accept compensation directly from our clients. By making this commitment to not accept compensation from third parties, we eliminate potential conflicts, so you can have confidence we are making decisions in your best interest.

About Royal American Financial Advisors, LLC

Royal American Financial Advisors is a fee only fiduciary advisor. In keeping your best interests in mind, we will not accept any commissions, fees, or incentives from any third parties or financial institutions. We have made a commitment to only accept compensation directly from our clients. By making this commitment to not accept compensation from third parties, we eliminate potential conflicts, so you can have confidence we are making decisions in your best interest.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2835991
FirmCRD# 155622
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 9900 Research Drive,
Irvine,
CA
92618
Phone Number 877-433-3665

Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys. Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission. Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.

About TideRock Financial

TideRock Financial is an independent investment firm providing comprehensive wealth management services to high-net-worth individuals and families, as well as investment management for qualified company 401(k) plans.
Our mission is to give our clients the kind of financial peace of mind that can only come with a strong long-term plan and a trusted advisor. We help our clients find ways to minimize the time they spend on financial and tax matters so they can focus on the things that matter most in their lives.
TideRock Financial is differentiated from other investment advisory firms in its fee-based approach that puts its clients' interests in the forefront of every investment decision. We act as your fiduciary, which means we do not receive any incentives to invest in one financial product or fund over another. Our investment strategy is founded on more than 20 years of trading and investment experience. By accessing institutional-level funds and alternative investment vehicles that are not available to the general public, TideRock Financial creates highly-customized portfolios that are designed to minimize risk and maximize cash flow.

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Wealth Management, Estate Planning & Trusts


Qualifications CRD# 4866465
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2400 E. Katella Ave.,
Suite 410,
Anaheim,
CA
92806
Phone Number 714-841-0982

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2005. Successfully completed the Series 6, 7, 63, 65 and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor of Science in Technology, Bowling Green State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5848722
FirmCRD# 174092
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 2030 Main St,
13th Floor,
Irvine,
CA
92614
Phone Number 855-963-2526

Michael Jensen has been helping individuals and families meet their financial goals for 10 years. He is the Managing Director of Falcon Wealth Planning where he works directly with clients and leads the team in Falcon's Irvine offices. Michael aligns his clients' life and wealth by helping them navigate all critical financial events to make informed financial decisions to live the life they want. As a CFP®, he aims to take the mystery out of retirement by answering questions with a direct, personalized approach. Prior to joining Falcon Wealth Planning, Michael served as a Wealth Advisor for a national financial planning firm. He began working as an advisor for Merrill Lynch after graduating from the University of Southern California (USC) Marshall School of Business. Michael takes on pro bono financial planning engagements aimed to help people who are behind on retirement savings or burdened by debt to improve their quality of life and put them on a path towards financial independence. Outside of work he is an avid sports fan, enjoys playing golf and spending time with friends and family. Michael lives in Laguna Niguel, California with his wife Brooke and goldendoodle Kaia.

About Falcon Wealth Planning, Inc.

Raise Your Expectations Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER Professionals who help clients across the country. ABOUT FALCON WEALTH Most people do not know what to do with their money. They don't want to make risky decisions, pay high fees, or invest in products that are not tax beneficial. The financial planning industry doesn't make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale. Falcon Wealth Planning is different. WE DON'T TRY TO SELL YOU ANYTHING OR CHARGE HIDDEN FEES. TRUST. TRANSPARENCY. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2665577
FirmCRD# 30833
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number 949-631-3840

About Centaurus Financial

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.


Qualifications CRD# 4625718
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 Anton Blvd,
Suite 1750,
Costa Mesa,
CA
92626
Phone Number 657-212-3060

With a lifelong curiosity about financial markets and a love of people, being a financial planner has been the perfect calling for me. I get satisfaction from helping my clients achieve their life dreams and create financial security. In my free time, I'm constantly on the go, spending time with family, exploring the outdoors, enjoying live music and cooking.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4453802
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 225 South Lake Avenue,
Suite 1185,
Pasadena,
CA
91101
Phone Number 626-768-2972

As a financial planning professional, I recognize that my role is not only that of an advisor, but also a coach, confidante and friend. My goal is to improve my clients' financial well-being and help them to achieve quality of life now and in retirement by tailoring meaningful solutions to their unique situations. Outside of work, I enjoy spending time with my husband, son and daughter. We love to travel, explore new places, read, learn, stay active and spend time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Los Angeles,
CA
90012
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

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Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Top Financial Advisor Firms in Riverside, California
Firm Name AUM No. of Clients Fee Structure
Tricord Advisors, Inc.
6772 Magnolia Avenue,
Riverside, CA 92506
$175,588,316 807 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Riverside, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Guzkowski
    Inquire with Adam
    3390 University Ave, Ste 260, Riverside, CA  92501 951-276-0700
    Bruce Hibma
    Inquire with Bruce
    3750 University Ave, Suite 600, Riverside, CA  92501 909-307-3830
    Amir A Dadabhoy
    Inquire with Amir
    3750 University Ave, Suite 600, Riverside, CA  92501 951-826-3301
    Itzen Wealth Management
    Inquire with Itzen
    3390 University Ave, Ste 260, Riverside, CA  92501 951-276-0700
    Soward & Associates
    Inquire with Soward
    3400 Central Ave, Ste 200, Riverside, CA  92506 951-276-8484
    John R Soward
    Inquire with John
    3400 Central Ave, Ste 200, Riverside, CA  92506 951-276-8484
    Mike B Mc Coy
    Inquire with Mike
    4857 Arlington Ave, Ste 100, Riverside, CA  92504 951-784-7884
    Linda L Itzen
    Inquire with Linda
    3390 University Ave, Ste 260, Riverside, CA  92501 951-276-0700
    McCoy and Associates
    Inquire with McCoy
    4857 Arlington Ave, Ste 100, Riverside, CA  92504 951-784-7884
    Derek Johnson
    Inquire with Derek
    3390 University Ave, Ste 260, Riverside, CA  92501 951-276-0700
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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