Best Financial Advisors near Baldwin Park, CA

We have one firm in Baldwin Park on file, and it is on this list, along with 23 from towns including Los Angeles (10, 25 mi), Irvine (8, 30 mi) and Costa Mesa (3, 29 mi).

1 open weekends · 12 rated 4.5+ · 4 show a license

Data verified October 16, 2026

Gerber & Co

Gerber & Co

(46)
  • Environment
  • Investment
  • Tax & Accounting
“I particularly want to compliment Ken Stefanelli who has been a delight to work with, always extremely prompt and willing to tackle difficult problems and not give up until finding a solution.”
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2011
Family Business
Los Angeles, CA · 25 mi from Baldwin Park
i
Udirect IRA Services

Udirect IRA Services

(46)
  • Transaction
  • Custodian
  • Fees
“I was on a tight deadline to fund an investment with my new account and David Rodriguez and his team went out of their way to review my documents, move to approval and proceed with funding in time for me to meet my obligation”
Transparent Fees & Pricing
In Business Since 2009
Irvine, CA · 30 mi from Baldwin Park
i
RVW Wealth

RVW Wealth

(50)
  • Company
  • Trust
  • Management
“I've yet to see a client, prospect, or even merely someone who incidentally crosses paths, who has a discussion with one of our financial advisors and is not blown away by the amount of experiential wisdom they absorb.”
In Business Since 2016
Los Angeles, CA · 25 mi from Baldwin Park
i
Rizvi & Rizvi Cpas

Rizvi & Rizvi Cpas

(12)
“I have had the opportunity to work with Rizvi & Rizvi on several transactions and they are very knowledgeable, proactive and serve their clients with utmost professionalism!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1993
Family Business
Costa Mesa, CA · 29 mi from Baldwin Park
i
McCullough Financial

McCullough Financial

(8)
  • Retiree
“The owner, “Michael” covers all the bases with me and helps guide me with everything from investments, real estate purchases, taxes, retirement and more.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1985
Irvine, CA · 30 mi from Baldwin Park
i
Goodrich, Thomas, Cannon & Reeds

Goodrich, Thomas, Cannon & Reeds

Transparent Fees & Pricing
In Business Since 2009
Costa Mesa, CA · 29 mi from Baldwin Park
i

The 24 firms listed for Baldwin Park, 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: Baldwin Park, CA

14 of the 24 firms on this page have a rating, from 3.9 to 5.0 across 332 reviews; 3 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), business services (2), individuals (2) and quickbooks services (2). 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 3 offer payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 18 list a public email and 2 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 firms listed for Baldwin Park take financial planning bookings online?

2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Lido Advisors

Lido Advisors

(5)
“They offer a comprehensive team approach with numerous resources and I highly recommend them.”
Accepts All Major Credit Cards
In Business Since 2001
Los Angeles, CA · 25 mi from Baldwin Park
i
BML Wealth Management

BML Wealth Management

(1)
“He also did a retirement plan taking into account earnings, investment & insurance income to form a complete picture.”
Licensed
In Business Since 2013
Irvine, CA · 30 mi from Baldwin Park
i
Rate One Financial

Rate One Financial

(3)
  • Broker
“No broker out there can make promises, but out of the 5 brokers I was in contact with, he came through with the best rates/terms that couldn't be beaten by others.”
Offers Financing Options
BRE # 01499281
In Business Since 2005
Sierra Madre, CA · 10 mi from Baldwin Park
i
Jc&company

Jc&company

(18)
  • Money
  • Attorney
  • Kindness
“They have been helpful for several years filing my family's tax returns every year and especially this year on claiming Employee Retention Credit (ERC).”
In Business Since 2010
Irvine, CA · 30 mi from Baldwin Park
i
Atlantic Investments A Registered Investment Advisor

Atlantic Investments A Registered Investment Advisor

Accepts Check
BBB Accredited
In Business Since 1908
Los Angeles, CA · 25 mi from Baldwin Park
i
National Planning Corporation

National Planning Corporation

Accepts All Major Credit Cards
Licensed
In Business Since 2007
Irvine, CA · 30 mi from Baldwin Park
i
Atomi Financial Group

Atomi Financial Group

(1)
“I just started setting up my retirement fund and Burton answered all of my questions about investing and gave me a comprehensive understanding.”
In Business Since 2012
Irvine, CA · 30 mi from Baldwin Park
i
The Money Nerve

The Money Nerve

(1)
“The structure and cumulative nature of this process helps us identify and clarify these emotions, redefine and reduce our anxiety and other barriers to abundance.”
In Business Since 2009
Santa Monica, CA · 29 mi from Baldwin Park
i
Wallensky Spatz & Associates

Wallensky Spatz & Associates

Offers Financing Options
Transparent Fees & Pricing
In Business Since 2007
Los Angeles, CA · 25 mi from Baldwin Park
i
Golden Eagle Business Services

Golden Eagle Business Services

Transparent Fees & Pricing
Accepts Check
In Business Since 2014
14305 Ramona Blvd, Baldwin Park, CA
i
Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors

In Business Since 1997
Costa Mesa, CA · 29 mi from Baldwin Park
i
Trost Financial

Trost Financial

Offers Financing Options
Licensed
In Business Since 2018
Los Angeles, CA · 25 mi from Baldwin Park
i
Post Advisory Group

Post Advisory Group

In Business Since 2013
Los Angeles, CA · 25 mi from Baldwin Park
i
Caporaso Financial Mediation

Caporaso Financial Mediation

In Business Since 2013
Irvine, CA · 30 mi from Baldwin Park
i
Aligne Wealth Advisors Investment Management

Aligne Wealth Advisors Investment Management

In Business Since 2011
Los Angeles, CA · 25 mi from Baldwin Park
i
Lido Consulting

Lido Consulting

In Business Since 1998
Los Angeles, CA · 25 mi from Baldwin Park
i
Stonebridge Capital Management

Stonebridge Capital Management

In Business Since 1997
Los Angeles, CA · 25 mi from Baldwin Park
i
Sawaf Financial

Sawaf Financial

Irvine, CA · 30 mi from Baldwin Park
i
HomeWealth Management AdvisorsCaliforniaBaldwin Park, CA

Retirement Planning and Investment Management Services in Baldwin Park, CA Cost Estimates

Minimum cost
$1118
Maximum cost
$9502
National Average
$3354
Avg Per Hour Rates
$336
$2236
$6149
Typical price range is based on 326 cost profiles
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Average Cost $3354
Minimum cost $1118
Maximum cost $9502
Avg Per Hour Rates $336

Typical range $2236 to $6149 is based on 326 cost profiles.

Why these companies made our list

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