Top Picks · Pomona
Best Financial Advisors in Pomona, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Pomona, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Herbert Financial Group with a 5.0-star rating from 319 Google reviews and an RNM Score of 88/100. Also in the top tier: Loan Advisor Group Inc. NMLS 1647915 and The Financial Architects. The average rating across all listed financial advisors in Pomona is 4.9 stars from 32 reviews per business on average.
Financial advisors in Pomona 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
Ronald Coleman Advisors
Ronald Coleman Advisors is consistently top-ranked for its personalized service and strong client satisfaction in the Pomona area.
Most Reviewed
Edward Jones - Financial Advisor: Narvee T Intarachote
A high number of reviews indicates broad client experience and trust, helping you gauge service reliability.
When choosing a financial advisor in Pomona, compare their fee structures and areas of expertise, and always schedule a free initial consultation to ensure their approach aligns with your financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
32
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Pomona financial advisor with a perfect 5.0★ rating from over 300 reviews.
635 W Foothill Blvd, Monrovia, CA 91016, USAPomona financial advisor with a 4.9-star rating from 52 client reviews.
1025 Sentinel Dr Ste 200 2nd Floor, La Verne, CA 91750, USAConsistently rated 4.9 stars across 51 reviews on Google.
13890 Peyton Dr, Chino Hills, CA 91709, USAFinancial Advisors Rankings in Pomona, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Herbert Financial Group635 W Foothill Blvd, Monrovia, CA 91016, USA | 5.0★ | 319 |
| #2 | Loan Advisor Group Inc. NMLS 16479151025 Sentinel Dr Ste 200 2nd Floor, La Verne, CA 91750, USA | 4.9★ | 52 |
| #3 | The Financial Architects13890 Peyton Dr, Chino Hills, CA 91709, USA | 4.9★ | 51 |
| #4 | Homestead Wealth Management413 E Foothill Blvd #100, San Dimas, CA 91773, USA | 5.0★ | 25 |
| #5 | Ronald Coleman Advisors333 N Indian Hill Blvd, Claremont, CA 91711, USA | 5.0★ | 1 |
| #6 | Thomas Investment Group1291 N Indian Hill Blvd Unit A, Claremont, CA 91711, USA | 5.0★ | 1 |
| #7 | Gould Asset Management341 W 1st St #200, Claremont, CA 91711, USA | 5.0★ | 10 |
| #8 | Edward Jones - Financial Advisor: Armando Armenta Sr341 W 1st St Suite 102, Claremont, CA 91711, USA | 5.0★ | 3 |
| #9 | Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC530 W Bonita Ave, San Dimas, CA 91773, USA | 3.7★ | 3 |
| #10 | Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA®13920 City Center Dr #220, Chino Hills, CA 91709, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Pomona
Exceptional 5.0-star rating from over two dozen Google reviews in Pomona.
413 E Foothill Blvd #100, San Dimas, CA 91773, USA
Exceptional 5.0-star rating from a limited number of Google reviews.
333 N Indian Hill Blvd, Claremont, CA 91711, USA
Top-rated Pomona financial advisor with a perfect 5.0-star score from one review.
1291 N Indian Hill Blvd Unit A, Claremont, CA 91711, USA
Exceptional 5.0-star rating based on 10 Google reviews from local clients.
341 W 1st St #200, Claremont, CA 91711, USA
A Pomona financial advisor with a perfect 5.0 rating from 3 reviews.
341 W 1st St Suite 102, Claremont, CA 91711, USA
Rated 3.7 stars from 3 Google reviews, offering financial guidance in Pomona.
530 W Bonita Ave, San Dimas, CA 91773, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
13920 City Center Dr #220, Chino Hills, CA 91709, USA
A perfect 5.0-star rating from a single Google review.
3628 Lynoak Dr Suite 203, Claremont, CA 91711, USA
5.0-star rating from one Google review reflects exceptional client satisfaction.
13920 City Center Dr #220, Chino Hills, CA 91709, USA
Rated 5.0 stars from a handful of Google reviews.
540 W Baseline Rd #10, Claremont, CA 91711, USA
Earns a perfect 5.0-star rating from its initial Google reviews in Pomona.
761 Corporate Center Dr, Pomona, CA 91768, USA
A Pomona financial advisor with no client reviews yet, offering a fresh perspective.
530 W Bonita Ave, San Dimas, CA 91773, USA
No Google reviews yet, so first impressions may rely on an in-person visit.
3431 Pomona Blvd # D, Pomona, CA 91768, USA
This financial advisor currently has no Google reviews to help guide your choice.
393 W Foothill Blvd, Claremont, CA 91711, USA
Trusted financial advice in Pomona, with no online reviews yet to share.
21700 Copley Dr #120, Diamond Bar, CA 91765, USA
5.0 stars from 33 reviews, reflecting exceptional client satisfaction in Pomona.
419 N Yale Ave, Claremont, CA 91711, USA
5.0-star rating from 1 Google review reflects exceptional client satisfaction.
13920 City Center Dr #220, Chino Hills, CA 91709, USA
Get Free Quotes
We'll connect you with the top financial advisors in Pomona, CA.
Financial Advisors in Pomona, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Herbert Financial Group | 88/100 | 5.0 ★ | 319 |
| 2 | Loan Advisor Group Inc. NMLS 1647915 | 78/100 | 4.9 ★ | 52 |
| 3 | The Financial Architects | 78/100 | 4.9 ★ | 51 |
| 4 | Homestead Wealth Management | 76/100 | 5.0 ★ | 25 |
| 5 | Ronald Coleman Advisors | 62/100 | 5.0 ★ | 1 |
| 6 | Thomas Investment Group | 62/100 | 5.0 ★ | 1 |
| 7 | Gould Asset Management | 71/100 | 5.0 ★ | 10 |
| 8 | Edward Jones - Financial Advisor: Armando Armenta Sr | 66/100 | 5.0 ★ | 3 |
| 9 | Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC | 44/100 | 3.7 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA® | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Pomona to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Pomona
What is a fiduciary financial advisor and why does it matter in Pomona?
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 Pomona, 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 Pomona?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Pomona
Related Searches
More ways to find financial advisors in Pomona
Financial Advisors in nearby cities