Hooks Financial Services
“All the staff at Hooks Financial Services are highly competent, professional, and they truly work to improve peoples lifes, and tax responsibilities.”
Best Financial Advisors near Rialto, CA
We have 3 firms in Rialto on file. Only the highest-rated make our list: 2 of them made it, along with 13 from towns including Riverside (4, 12 mi), Redlands (4, 13 mi) and San Bernardino (2, 6 mi).
3 open weekends · 13 rated 4.5+ · 3 show a license
Data verified October 31, 2026
Valores Latinos
“This is my second time having my taxes done with them, and once again they did an excellent job.”
Miles Financial Group
“I found this very helpful and educational looking forward to meeting with their team”
Falcon Wealth Planning
“He also created a detailed financial plan for me to stick to my goals.”
Sears Wealth Management & Insurance Solutions
“We spoke to Lisa who was professional and courteous and she set up a video chat for us with Mike and other staff.”
Planable Wealth
“I particularly enjoy the monthly newsletters which are well written, highly informative, and easily understood by uneducated investors such as myself.”
The 15 firms listed for Rialto, 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: Rialto, CA
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 523 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. 3 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+. 9 have ten or more years of experience, the longest 31 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 9 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 Rialto listed here?
2 of the 15 firms are located in Rialto. 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.
Marshall Life and Financial Solutions
“She'll make sure you thoroughly understand the advice she's giving you, which I found very encouraging.”
La Bolsa De Valores USA
“The information is very clear and understandable for those of us who know nothing about the subject, it is very easy to understand how it is explained.”
Optimal Wealth Network
“I recommend anyone who needs a step by step process on starting their business to contact OWN”
Lindsey Financial
Tricord Advisors
“Over the last several weeks, they have been instrumental in helping our family manage our finances, think through major financial decisions, and execute on some of the biggest financial moves of our lives”
KWB Wealth
“We have complete trust in KWB and totally rely on them for all of our money management direction as well as recommendations on other important decisions pertaining to our financial wellbeing.”
Shogren & Associates
“Don't go anywhere else if you need a Forensic accountant, nothing is overlooked.”
Rivco Wealth Management
Mountain Peak Financial
Why these companies made our list
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