Sears Wealth Management & Insurance Solutions
“Absolutely love working with Mike Sears and his team for decades now.”
Best Financial Advisors in Rancho Cucamonga, CA
15 firms listed · 5 in Rancho Cucamonga · 1 open 24/7 · 4 open weekends · 12 rated 4.5+
Data verified October 15, 2026
Sheri M. Rojo, CPA
Jmkesler Financial Services
“He guided me through many different options and explained complex terms in understandable ways.”
Trinity Monetary Fund
REV Finance Group
Falcon Wealth Planning
“She was very professional, patient and was very knowledgeable about our financial picture and what we needed in the future.”
The 15 firms listed for Rancho Cucamonga, 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: Rancho Cucamonga, CA
Of the 15 firms we list here, 5 are in Rancho Cucamonga itself and 10 come from towns including Ontario (3, 6 mi), Claremont (2, 5 mi) and Upland (2, 5 mi). 13 of the firms on this page have a rating, from 3.9 to 5.0 across 276 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. 4 show a license on their websites; 2 list staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 11 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.
Why are financial advisers outside Rancho Cucamonga listed here?
5 of the 15 firms are located in Rancho Cucamonga. 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.
A&B Garcia Tax Services
“Honest Family business, great friendly people”
Evermont Wealth
“A fantastic team of financial advisors, extremely knowledgeable and always current with what is happening in the economic world to better advise their clients.”
Hooks n Books
“The hooks family especially Dez has put my business books on point.”
Hooks Financial Services
“Very respectful Awesome place to do your taxes they help you get the money you should back on your taxes and when you need somthing and you call about your taxes they take care of you with no problem my family been coming here for years and none of us had problems I recommend this tax office to anyone thank you hooks financial services”
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.”
Five Star Bookkeeping and Taxes
“My wife and I are very pleased with their services.”
Miles Financial Group
“I retired in October 2019 and Billy helped me make this transition from a 401k to an annuity He is very knowledgeable in his financial field who helps in growing your money and beyond.”
Mangus Finance
1on1financial
“ABSOULTLY the most knowledgeable person I have met.”
Why these companies made our list
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