California · 5 advisers
Financial Advisors in Riverside, California
Looking for a financial advisor in Riverside, California? Falists indexes 5 SEC-registered and state-registered investment advisers in Riverside — 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 $431.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$431.5M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Riverside
Ranked by AUM · Fees, team & specialties at a glance
TRICORD ADVISORS, INC.
Riverside, CA
AUM
$431.5M
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-684-7011
THE LEONARD FINANCIAL GROUP, LLC
Riverside, CA
AUM
$47.8M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-781-7320
HIGHER IMPACT FINANCIAL, LLC
Riverside, CA
AUM
$9.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(951) 381-0898
C FINANCIAL AND TAX ASSOCIATES
Riverside, CA
AUM
$10.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
951-688-1800
HUIDONG SECURITIES INVESTMENT CO., LTD
Riverside, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
332-205-5296
More cities in California
Common questions
- How many financial advisors are in Riverside, California?
- 5 registered investment advisers are listed in our Riverside directory, sourced from public SEC filings.
- What types of advisors are in Riverside?
- 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 Riverside?
- 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.