Highest Rated · Ontario
Top-Rated Financial Advisors in Ontario, CA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Ontario, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Falcon Wealth Planning with a 4.9-star rating from 282 Google reviews and an RNM Score of 87/100. Also in the top tier: Powerhouse Financial & Associates and MILES Financial Group. The average rating across all listed financial advisors in Ontario is 4.8 stars from 25 reviews per business on average.
Financial advisors in Ontario typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Robert Bell - Thrivent
Robert Bell - Thrivent stands out as the top-ranked financial advisor in Ontario, CA, due to its strong reputation and comprehensive financial planning services.
Most Reviewed
Robert Bell - Thrivent
A high review count indicates broad client trust and consistent service quality, making it a reliable choice for prospective clients.
When choosing a financial advisor in Ontario, consider both the advisor's credentials and the number of client reviews to gauge reliability. Always verify that the advisor's services align with your specific financial goals and needs.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
25
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds with a stellar 4.9-star rating from 282 Google reviews.
3400 Inland Empire Blvd Suite 100, Ontario, CA 91764, USATrusted by local clients with a 4.8-star rating across 75 reviews.
3400 Inland Empire Blvd #101, Ontario, CA 91764, USATrusted by 55 clients with an exceptional 4.9-star average rating.
3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, USAFinancial Advisors Rankings in Ontario, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Falcon Wealth Planning3400 Inland Empire Blvd Suite 100, Ontario, CA 91764, USA | 4.9★ | 282 |
| #2 | Powerhouse Financial & Associates3400 Inland Empire Blvd #101, Ontario, CA 91764, USA | 4.8★ | 75 |
| #3 | MILES Financial Group3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, USA | 4.9★ | 55 |
| #4 | Edward Jones - Financial Advisor: Dominic Valdez, ChFC®|CRPC™99 E C St Suite 201, Upland, CA 91786, USA | 5.0★ | 9 |
| #5 | Robert Bell - Thrivent3200 Inland Empire Blvd #290, Ontario, CA 91764, USA | 5.0★ | 1 |
| #6 | Northwestern Mutual - Ontario3633 Inland Empire Blvd Suite 790, Ontario, CA 91764, USA | 5.0★ | 1 |
| #7 | Integrity Financial & Insurance Services3633 Inland Empire Blvd Suite 860, Ontario, CA 91764, USA | 5.0★ | 30 |
| #8 | Transworld Business Advisors of Ontario California3350 Shelby St #200, Ontario, CA 91764, USA | 5.0★ | 20 |
| #9 | Pierpont Investment Group3200 E Guasti Rd Ste 100, Ontario, CA 91761, USA | 4.8★ | 5 |
| #10 | Xel Wealth Management337 N Vineyard Ave #230, Ontario, CA 91764, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Ontario
Trusted financial advisor with a perfect 5.0-star rating from 9 Google reviews.
99 E C St Suite 201, Upland, CA 91786, USA
Earns a perfect 5.0-star rating from early client reviews.
3200 Inland Empire Blvd #290, Ontario, CA 91764, USA
Trusted financial advisor with a perfect 5.0-star rating from local clients.
3633 Inland Empire Blvd Suite 790, Ontario, CA 91764, USA
Consistently earns perfect 5.0 stars from 30 Google reviews.
3633 Inland Empire Blvd Suite 860, Ontario, CA 91764, USA
Trusted by clients with a perfect 5.0-star rating from 20 reviews.
3350 Shelby St #200, Ontario, CA 91764, USA
Trusted financial advisor with a 4.8-star rating from 5 Google reviews.
3200 E Guasti Rd Ste 100, Ontario, CA 91761, USA
Consistently rated 5.0 stars across initial Google reviews.
337 N Vineyard Ave #230, Ontario, CA 91764, USA
5.0★ rating from 3 Google reviews reflects exceptional client satisfaction.
3200 Inland Empire Blvd #290, Ontario, CA 91764, USA
Trusted financial advisor with a perfect 5.0-star rating from local clients.
3200 E Guasti Rd, Ontario, CA 91761, USA
Trusted financial advisor with a perfect 5.0-star rating from local clients.
337 N Vineyard Ave #100, Ontario, CA 91764, USA
Consistently rated 5.0 stars from early client reviews.
3633 Inland Empire Blvd, Ontario, CA 91764, USA
Trusted financial advisor with a perfect 5.0-star rating from clients.
337 N Vineyard Ave suit 400, Ontario, CA 91764, USA
Exceptional 5.0-star rating from a small number of Google reviews.
3333 Concours St Building 8 Ste 8100, Ontario, CA 91764, USA
Rated 1.0 stars from one Google review, indicating mixed feedback.
4141 Inland Empire Blvd #301, Ontario, CA 91764, USA
Trusted financial advisor with a perfect 5.0-star rating from several clients.
800 N Haven Ave #350, Ontario, CA 91764, USA
Trusted financial advisor with a perfect 5.0 rating from 3 client reviews.
901 Via Piemonte, Ontario, CA 91764, USA
Trusted financial advisor with a perfect 5.0-star rating from local clients.
3281 E Guasti Rd Suite #700, Ontario, CA 91761, USA
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Financial Advisors in Ontario, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Falcon Wealth Planning | 87/100 | 4.9 ★ | 282 |
| 2 | Powerhouse Financial & Associates | 78/100 | 4.8 ★ | 75 |
| 3 | MILES Financial Group | 78/100 | 4.9 ★ | 55 |
| 4 | Edward Jones - Financial Advisor: Dominic Valdez, ChFC®|CRPC™ | 71/100 | 5.0 ★ | 9 |
| 5 | Robert Bell - Thrivent | 62/100 | 5.0 ★ | 1 |
| 6 | Northwestern Mutual - Ontario | 62/100 | 5.0 ★ | 1 |
| 7 | Integrity Financial & Insurance Services | 77/100 | 5.0 ★ | 30 |
| 8 | Transworld Business Advisors of Ontario California | 75/100 | 5.0 ★ | 20 |
| 9 | Pierpont Investment Group | 65/100 | 4.8 ★ | 5 |
| 10 | Xel Wealth Management | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Ontario
What is a fiduciary financial advisor and why does it matter in Ontario?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Ontario, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Ontario?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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