Tricord Advisors
“I've been with Tri-Cord for many years and have always been impressed with their professionalism, courtesy, and thorough knowledge.”
Best Financial Advisors near Perris, CA
There are no firms listed in Perris itself yet; the 12 below are the closest options, from towns including Riverside (7, 14 mi), Hemet (2, 14 mi) and Menifee (1, 7 mi).
4 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Loza Beck Wealth Mangement
“Super helpful and walked me through all of my Financial Planning and Investment options.”
McKell Partners Wealth Management
“Mark and Adam have provided our family safety and confidence in retirement and have worked with me along the way with any questions I needed answered.”
Karl Schorr Wealth Management
Lymuel's Finanical Services
“I really appreciate how Professional and quick and efficient the service is when getting my Taxes done!”
CPA Financial Advisors
“Lynette and her team have continued to be a tremendous help for our non-profit.”
The 12 firms listed for Perris, 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: Perris, CA
5 of the 12 firms on this page have a rating, from 4.2 to 5.0 across 51 reviews; 4 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), investment management (2), retirement planning (2), tax planning (2) and wealth management (2). 1 shows a license on its website. 9 have ten or more years of experience, the longest 29 years. We have a website on file for 11 of the firms on this page; 10 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.
Do firms listed for Perris take financial planning bookings online?
3 of the 12 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.
Steele Financial Group
Oneamerica Financial Partners
News Financial Group
IWM Financial
Leonard Financial Group
Torimax Financial Group
Why these companies made our list
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