Jonathan and Associates
“Every contact I've had with them has convinced me they are the kind of people who I want to trust with my financial decisions.”
Best Financial Advisors in Palm Springs, CA
15 firms listed · 5 in Palm Springs · 1 open weekends · 7 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Brown & Weinstein Tax & Finance Group
Marcia Bloemendaal - Raymond James
RBC Wealth Management
Franz Tatum Wealth Management
Gough Insurance & Financial Services
The 15 firms listed for Palm Springs, 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: Palm Springs, CA
Of the 15 firms we list here, 5 are in Palm Springs itself and 10 come from Palm Desert (8, 11 mi) and Gilbert, AZ (1, 278 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 42 reviews; 7 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 11 list a public email and 4 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 Palm Springs listed here?
5 of the 15 firms are located in Palm Springs. The others come from other towns within 280 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Churchill Management Group - Palm Desert
Vivian Investment Partners
Anthony J. Mancini Investment Advisor
“He personally monitors his clients' portfolios on a daily basis and has an excellent 30 year track record of earning profits in any market climate.”
Cypress Wealth Services
Hardworking Capital
Four C Financial
Compass Rose Financial Planning & Investment Management
My Money My Freedom
“There is a lot to learn to get the most out of this program but Susan and her team are very informative and supportive to help you get set up for success.”
Eureka Wealth Management
“He is very present, bright and understanding as together we determine financial goals and what investments work best for me and my family.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
