Falcon Wealth Planning
“Ellen was extremely dedicated and patient, sharing her extensive knowledge to ensure we understood the necessary steps to reach our goals.”
Best Financial Advisors in Ontario, CA
15 firms listed · 4 in Ontario · 5 open weekends · 13 rated 4.5+ · 3 show a license
Data verified October 21, 2026
Alma's Accounting & Tax Services
“I've done my taxes her with her personally and all the other girls in the office whether it was Alyssa, Vanessa, or Marissa they all know what they are doing and just as knowledgeable as Alma.”
Pierpont Investment Group
“Omar is great and always available to answer any questions I have.”
Miles Financial Group
“Billie took time to explain the the plans and the forecasted income streams.”
The Office of Larry Price/Fixmypayment
“I thought Larry was just contacting me to get business and I ended up with way more, it was like taking a financial class.”
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Sense Financial Services
“They "held my hand" through all of the set up and have been available for questions and advice since.”
The 15 firms listed for Ontario, 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: Ontario, CA
Of the 15 firms we list here, 4 are in Ontario itself and 11 come from towns including Corona (3, 13 mi), Chino (2, 5 mi) and Claremont (1, 4 mi). The firms on this page are rated from 3.9 to 5.0 across 473 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (92%) and quality (83%). 5 are open on Saturdays. 3 show a license on their websites; 2 list staff certifications (CFP) and 6 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 38 years. 4 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for 13 of the firms on this page; 12 publish a contact page; 10 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 Ontario 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.
Smartcpa - Chino Hills
“He hears the details behind the numbers and then uses that information to more effectively prepare the needed tax documents.”
金管家會計師及財務規劃
“Wendy is very professional, charges the cheapest, gets the most tax refunds, and completes it as quickly as possible.”
A&B Garcia Tax Services
“They are a great business and family owned and very knowledgeable.”
Ayoub, Sidhum & Co.
“I've also called a few times before coming in to make sure I have everything I need (5+ times) which I'm sure is probably time consuming during the tax season but when someone answers they are always willing to help with an upbeat reaction.”
Evermont Wealth
“He understands our financial goals and quickly responds to questions and concerns we might have.”
Sears Wealth Management & Insurance Solutions
“Everyone that works with Michael is responsive, gets back to you in a timely manner and is very kind.”
Kalter Financial Group
“They are personable with a sense of humor, trustworthy, maintain confidence.”
Five Star Bookkeeping and Taxes
“Honest, professional and attentive to my business needs.”
Bowman Financial Services
Why these companies made our list
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