Verified · West Covina
Trusted Financial Advisors in West Covina, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in West Covina have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 19 financial advisors in West Covina, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Global Wealth Insurance Services with a 5.0-star rating from 33 Google reviews and an RNM Score of 77/100. Also in the top tier: Agate Financial and Zen Tax and Financial Advisors. The average rating across all listed financial advisors in West Covina is 4.6 stars from 10 reviews per business on average.
Financial advisors in West Covina 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
Ngozi Chinwe Metu: Primerica - Financial Services
She is highlighted first among top-ranked advisors, indicating strong local reputation and comprehensive financial services.
Most Reviewed
Southland Financial Group
A high number of reviews typically signals established trust and a broad client base, which can help you gauge service consistency.
When choosing a financial advisor in West Covina, verify credentials, fee structures, and read recent client reviews to ensure the advisor aligns with your specific financial goals and risk tolerance.
Local Market Snapshot
19
Businesses listed
4.6★
Avg rating
10
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 33 Google reviews, earning exceptional local trust.
1559 E Amar Rd unit m, West Covina, CA 91792, USATrusted by clients, earning a perfect 5.0-star rating from 18 reviews.
100 Barranca St Suite 721, West Covina, CA 91791, USAStrong 4.6-star rating from 22 reviews reflects consistent client satisfaction.
1710 W Cameron Ave # 202, West Covina, CA 91790, USAFinancial Advisors Rankings in West Covina, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Global Wealth Insurance Services1559 E Amar Rd unit m, West Covina, CA 91792, USA | 5.0★ | 33 |
| #2 | Agate Financial100 Barranca St Suite 721, West Covina, CA 91791, USA | 5.0★ | 18 |
| #3 | Zen Tax and Financial Advisors1710 W Cameron Ave # 202, West Covina, CA 91790, USA | 4.6★ | 22 |
| #4 | Edward Jones - Financial Advisor: Cindy Bollinger, CFP®|AAMS®|CRPC™|AWMA®576 S Grand Ave, Covina, CA 91724, USA | — | — |
| #5 | ICM Financial - A West Covina Financial Advisor100 North Barranca St Ste#810, West Covina, CA 91791, USA | — | — |
| #6 | Save-On Financial112 N Grand Ave, West Covina, CA 91791, USA | 4.1★ | 15 |
| #7 | Strategic Fortune Wealth Management1000 Lakes Dr # 420, West Covina, CA 91790, USA | 4.7★ | 14 |
| #8 | Regal Financial Group-Carlos Guzman Financial Advisor1050 Lakes Dr #225, West Covina, CA 91790, USA | 5.0★ | 10 |
| #9 | Executive Financial Group100 N Barranca Ave #725, West Covina, CA 91791, USA | 3.7★ | 9 |
| #10 | Legacy Full Circle Financial903 N Grand Ave, Covina, CA 91724, USA | 3.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in West Covina
A West Covina financial advisor with no online reviews yet to reference.
576 S Grand Ave, Covina, CA 91724, USA
This financial advisor in West Covina has no Google reviews yet to establish a rating.
100 North Barranca St Ste#810, West Covina, CA 91791, USA
Trusted by clients with a solid 4.1-star rating from dozens of reviews.
112 N Grand Ave, West Covina, CA 91791, USA
Rated 4.7 stars from 14 Google reviews for financial guidance in West Covina.
1000 Lakes Dr # 420, West Covina, CA 91790, USA
5.0★ rating from 10 Google reviews for a West Covina financial advisor.
1050 Lakes Dr #225, West Covina, CA 91790, USA
A local financial advisor with a 3.7-star rating from 9 Google reviews.
100 N Barranca Ave #725, West Covina, CA 91791, USA
A West Covina financial advisor with a 3.7-star rating from 3 Google reviews.
903 N Grand Ave, Covina, CA 91724, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1050 Lakes Dr STE 223, West Covina, CA 91790, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1000 Lakes Dr # 325, West Covina, CA 91790, USA
Trusted by clients, this West Covina advisor holds a strong 4.5-star rating from recent reviews.
258 E Badillo St # A, Covina, CA 91723, USA
Exceptional 5.0-star rating from one satisfied client in West Covina.
330 W Badillo St, Covina, CA 91723, USA
No Google reviews yet for this West Covina financial advisor.
1050 Lakes Dr # 150, West Covina, CA 91790, USA
Offers financial guidance in West Covina, with no online client reviews yet.
1000 Lakes Dr # 420, West Covina, CA 91790, USA
Rated 4.0 stars from 1 Google review, this West Covina financial advisor offers local guidance.
100 N, Barranca St, West Covina, CA 91791, USA
This advisor has no reviews yet, making it difficult to gauge client satisfaction.
800 S Barranca Ave #110, Covina, CA 91723, USA
Currently unrated, this West Covina financial advisor has no Google reviews yet.
216 S Citrus St, West Covina, CA 91791, USA
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Financial Advisors in West Covina, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Global Wealth Insurance Services | 77/100 | 5.0 ★ | 33 |
| 2 | Agate Financial | 74/100 | 5.0 ★ | 18 |
| 3 | Zen Tax and Financial Advisors | 69/100 | 4.6 ★ | 22 |
| 4 | Edward Jones - Financial Advisor: Cindy Bollinger, CFP®|AAMS®|CRPC™|AWMA® | 3/100 | — | 0 |
| 5 | ICM Financial - A West Covina Financial Advisor | 3/100 | — | 0 |
| 6 | Save-On Financial | 58/100 | 4.1 ★ | 15 |
| 7 | Strategic Fortune Wealth Management | 68/100 | 4.7 ★ | 14 |
| 8 | Regal Financial Group-Carlos Guzman Financial Advisor | 71/100 | 5.0 ★ | 10 |
| 9 | Executive Financial Group | 49/100 | 3.7 ★ | 9 |
| 10 | Legacy Full Circle Financial | 44/100 | 3.7 ★ | 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 West Covina
What is a fiduciary financial advisor and why does it matter in West Covina?
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 West Covina, 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 West Covina?
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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