Best Financial Advisors near Fontana, CA
We have 4 firms in Fontana on file. Only the highest-rated make our list: 3 of them made it, along with 12 from towns including Ontario (4, 9 mi), Rialto (2, 4 mi) and San Bernardino (2, 10 mi).
5 open weekends · 12 rated 4.5+ · 3 show a license
Data verified October 15, 2026
Liberty Finance Inc.
JWB Tax and Financial Services
Miles Financial Group
“After meeting with Billie Miles and discussing my finances, I freely confident in moving forward with my decision to retire early.”
Falcon Wealth Planning
“As a college student, if you want to learn strong investing advice ask a professional like Akash.”
A&B Garcia Tax Services
“Honest Family business, great friendly people”
The 15 firms listed for Fontana, 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: Fontana, CA
12 of the 15 firms on this page have a rating, from 4.7 to 5.0 across 522 reviews; 2 have 50 or more reviews. 5 are open on Saturdays. 3 show a license on their websites; 2 list staff certifications (CFP) and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 30 years. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 8 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.
Why are financial advisers outside Fontana listed here?
3 of the 15 firms are located in Fontana. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Sears Wealth Management & Insurance Solutions
“We have been lucky enough to have known Mike and his staff for several years and couldn't ask for anyone more honest, trustworthy or qualified than Mike.”
Burns Tax & Wealth Management
“Excellent Business Relationship, friendly and accommodating.”
Hooks Financial Services
“He and is team (Krystal) help me amend my taxes saving me from a the IRS and a mountain of debt!”
Planable Wealth
“They deftly navigated us through the labyrinth of pension and Medicare related applications I'm certain we could not have correctly submitted by ourselves.”
La Bolsa De Valores USA
“Personally, I recommend this course in Spanish, since the techniques provided help you start investing in an easy and safe way”
Pierpont Investment Group
“Omar has done a great job and is very hands-on, even battling LA traffic to come to see my husband and me because his health issues make traveling not ideal for us.”
Optimal Wealth Network
“We have been working with Optimal Wealth Network and have been able to complete so much in this past month to start moving forward with our business ideas.”
Tricord Advisors
“They take a holistic approach to financial wellness and have ensured that our goals are being met.”
Valores Latinos
“I recommend Ana and her tax service to anybody in the inland empire looking for a real professional that takes care of business.”
Why these companies made our list
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