California · 5 advisers
Financial Advisors in Ontario, California
Looking for a financial advisor in Ontario, California? Falists indexes 5 SEC-registered and state-registered investment advisers in Ontario — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.92B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$1.92B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ontario
Ranked by AUM · Fees, team & specialties at a glance
FALCON WEALTH PLANNING, INC.
Ontario, CA
AUM
$1.92B
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
855-963-2526
PIERPONT INVESTMENT GROUP, LLC
Ontario, CA
AUM
$15.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
909-456-8891
XEL
Ontario, CA
AUM
$8.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
909-635-9310
ZEALTH PLANNING, LLC
Ontario, CA
AUM
—
Team
1 advisors
Clients
0
Fees
Fixed fees
855-269-3258
More cities in California
Common questions
- How many financial advisors are in Ontario, California?
- 5 registered investment advisers are listed in our Ontario directory, sourced from public SEC filings.
- What types of advisors are in Ontario?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Ontario?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.