CSI Wealth Management
“Had my taxes prepared here for the first time and they are wonderful.”
Best Financial Advisors in Arcadia, CA
15 firms listed · 4 in Arcadia · 2 open 24/7 · 5 open weekends · 10 rated 4.5+
Data verified October 21, 2026
Brown George R CPA
Stewardship Financial
Colton Wealth Management
Atlantic Tax Services
“Always satisfied leaving knowing my tax return is being handled properly”
The Agency
“The waiting time for my appointment it was less than 10m due to the extra questions from previous clients, the office is kind of hidden but who cares when what you need is an honest, and loyal company”
The 15 firms listed for Arcadia, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Arcadia, CA
Of the 15 firms we list here, 4 are in Arcadia itself and 11 come from towns including Pasadena (3, 6 mi), West Covina (2, 9 mi) and Los Angeles (2, 21 mi). 12 of the firms on this page have a rating, from 4.0 to 5.0 across 828 reviews; 3 have 50 or more reviews and 10 are rated 4.5 or higher. 2 are open around the clock; 5 are open on Saturdays and 3 on Sundays. 3 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer urgent consultations and 4 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Arcadia offer a free first meeting?
4 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Figueroa & Co
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
Carl Grande- Grand Capital Management
“Very helpful, takes the time to keep me informed on ways to help me save and make more money.”
Lake Avenue Financial
“He and Rosa continue to go to great lengths to ensure that I am comfortable, supported, educated and making smart financial decisions.”
Protax Financial Services
“Excellent service the office staff is friendly.”
Xcel Financial Services
“All who work there Are great”
Benson Liao Insurance & Financial Center - Benson Liao
“I had several conversation with the planning team, which gave me a better understanding on how should I plan for my own retirement while save up for my children's future education needs.”
Von Adelung Wealth Management
“They regularly meet with the employees and answer their questions and concerns with their investments, stock market, funds, etc.”
Build a Better Financial Future
“He is intelligent, caring, friendly, trustworthy, reliable, responsive, professional, loyal, and that only cover a few of his enormous character traits.”
Financial Green
“The staff was very helpful in answering my questions about their radio ad.”
Why these companies made our list
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