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2024

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Best Financial Advisors in Riverside, CA

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Riverside Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

76Reviewed

49Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

6772 Magnolia Avenue, Riverside, CA 92506
WebsiteLicense: 155749

Expertise.com Rating

Why choose this provider?

Tricord Advisors serves families and individuals in and around Riverside. It provides financial planning solutions to help clients secure their futures and protect their assets. The company strives to develop holistic plans tailored to people's insurance needs and retirement goals. It also reviews financial plans, as well as performs investment, education, and transition and retirement planning. In addition, it offers entity formation and contract creation services. Tricord Advisors has been in operation for over 40 years.

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Riverside, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

3400 Inland Empire, Suite 100, Ontario, CA 91764

Expertise.com Rating

Why choose this provider?

Falcon Wealth is a fiduciary financial advisory firm that helps clients in Riverside manage their wealth. The firm specializes in financial planning such as investment planning, retirement income planning, cash flow management, and tax planning. Investment planning covers areas like rebalancing portfolios, controlling risk, tax-loss harvesting, and asset allocation. Principal Gabriel Shahin has over a decade of financial experience. He has a master's degree in Accounting. He hosts the weekly radio show "More Knowledge, More Wealth," where he shares his expertise with a broader audience.

  • Certified Financial Planner (CFP)
  • Retirement Planning

18400 Von Karman Avenue, Irvine, CA 92612

Expertise.com Rating

Why choose this provider?

McKinnon & Associates is a financial advisory firm that provides objective financial advice and critical connection to individuals in the Riverside metro. Asset management, business continuity, and wealth transfer methods are all areas that the company specializes in. In addition, clients receive fee-based retirement, estate, and business succession planning, as well as estate tax, investment, and insurance plans. McKinnon & Associates has expertise working with high-net-worth families, giving them insight into potential difficulties and how to solve them.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

19330 Jesse Lane, Riverside, CA 92508

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Loza, Beck & Associates is a firm operating in Riverside. It offers a wide range of services to individuals, families, and businesses including financial planning, wealth management, business planning, and institutional investing. Its team develops short-term and long-term plans to address a variety of financial challenges, from managing debt to saving for retirement. The firm's managing partner, Thomas Loza, supports the local community by volunteering for different roles such as mentoring the Riverside Community College's Puente students and serving in the finance committee for the Riverside Community Health Foundation.

  • Business Tax Preparation
  • Tax Planning

2900 Adams Street, Riverside, CA 92504

Expertise.com Rating

Review Sources

Facebook
5.0 (2)

Why choose this provider?

IVM Financial is a consulting and advisory firm that serves entrepreneurs and high-income millennials in the Riverside metro. The firm helps clients plan for the future of their families and commercial enterprises. The company works with legal professionals to secure structuring plans, continuity strategies, and asset protection for clients' businesses. Additional services include strategies, investment management, estate planning, and retirement planning. IVM Financial is owned by Bradley Shammas, a Certified Financial Planner who is motivated by the need to help families protect their finances.

  • Tax Planning
  • Certified Financial Planner (CFP)

3403 Tenth Street, Riverside, CA 92501

Expertise.com Rating

Review Sources

Yelp
4.2 (54)
Facebook
4.8 (32)
Google
5.0 (2)

Why choose this provider?

RLM Wealth Group serves the investment and financial planning needs of Riverside and other nearby metros. It utilizes a client-based approach to customize wealth management solutions for retirees, business owners, individuals, families, executives, and sudden wealth recipients. It creates, manages, and reviews diversified portfolios and analyzes the risk and return characteristics of investments. Its registered principal, Robert L. Mendez Sr. is a Chartered Financial Consultant who has more than 30 years of experience as a financial advisor.

  • Tax Planning
  • Tax Preparation

6820 Indiana Avenue, Riverside, CA 92506

Expertise.com Rating

Why choose this provider?

Leonard Financial Group provides advisory services to clients in Riverside and the surrounding areas. It creates income management strategies to help individuals and families secure their financial future. Its financial independence plan includes income projections, portfolio evaluation, debt management, personal asset matters, and current spending needs assessment. One of the company's founding partners, Karl Hicks, has been in the financial planning industry for more than 15 years. Hicks has been an accredited estate planner since 2019.

  • Estate Planning
  • Certified Financial Planner (CFP)

301 9th Street, Redlands, CA 92374

Expertise.com Rating

Review Sources

Yelp
3.0 (2)

Why choose this provider?

For almost two decades, CPA Financial Advisors Inc. has been catering to clients in Riverside. The tax and financial advisory firm's services include investment management, financial planning, and tax and accounting solutions. It assists clients in choosing insurance plans and offers guidance on investment bonds and stocks, IRAs, retirement planning, and profit-sharing plans. Its CEO and managing director, Lynette Atchley, is a certified public accountant, a Personal Financial Specialist, and Certified Financial Planner.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Tricord Advisors
6772 Magnolia Avenue, Riverside, CA 92506Free Consultation
SmartAdvisor by SmartAsset
Riverside, CAFree Consultation
Falcon Wealth
3400 Inland Empire, Suite 100, Ontario, CA 91764
Mckinnon & Associates
18400 Von Karman Avenue, Irvine, CA 92612
Loza, Beck & Associates
19330 Jesse Lane, Riverside, CA 92508
IWM Financial
2900 Adams Street, Riverside, CA 92504
RLM Wealth Group
3403 Tenth Street, Riverside, CA 92501
Leonard Financial Group, LLC
6820 Indiana Avenue, Riverside, CA 92506
CPA Financial Advisors Inc
301 9th Street, Redlands, CA 92374

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do you choose the most suitable financial advisor in Riverside?

    You may find the best financial advisor in Riverside by getting in touch with them and scheduling a no-obligation meeting to gauge them directly in person. Consider into account their training and experience and finally follow your gut when selecting someone you feel comfortable with. A competent financial advisor should be carefully chosen because they will be involved in all of your major financial decisions.

  • How are Riverside fee-only financial advisors paid for their services?

    The sole source of income for a fee-only financial advisor in Riverside is the money that their clients pay them directly. This payment could be an upfront yearly fee, a rate per hour, or a percentage of the property that they handle on your behalf. In addition, they do not receive commission payments from the goods they sell.

  • Which documents must you prepare for your initial meeting with a financial advisor in Riverside?

    For your initial meeting with a financial advisor in Riverside, you should bring your latest financial statements such as investments, bank accounts, and employer-provided retirement plans. Be ready with your most recent tax return as well. The advisor will evaluate these records with you and go over your options as they relate to your financial strategy.

  • Should you submit a social security benefit application in Riverside when you are 62 years old?

    No. The payment you get, if you register for social security benefits in Riverside at age 62, is going to be 30 percent lower than what it might be if you stayed the full retirement age or FRA. If you can, wait until you are 70 years old to apply because your benefit would be 32 percent greater than when you apply at the age of 62.

  • When you retire in Riverside, how can annuities help you?

    Your annuities can assist you in decreasing cycle risk by offering a consistent stream of cash. These can lessen or eliminate the necessity to liquidate investments with high-profit potential at a time when the value of assets dropped dramatically. Similar to a typical pension in that regard, annuities with assured financial security features offer a fixed amount of revenue for the remaining years of your life in Riverside.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.