CityvettedFinding the right financial advisor in Riverside means balancing trust and cost. Our rankings help you make an informed choice.
In Riverside, having a reliable financial advisor can make a significant difference in your financial journey. With a market that is still developing, many providers have fewer than 50 reviews, making it essential to weigh trust against cost when choosing the right one for your needs.
Our ranking evaluates 10 local financial advisors, focusing on their ratings, review counts, and overall reputation. We aim to provide you with a clear picture of who you can trust with your finances.
Cityvetted analysis of public Google review data, updated June 13, 2026.
How much does financial advisors cost in Riverside? See the price breakdown →
With a perfect rating of 5 stars from 17 reviews, TriCord Advisors, Inc.
Read full reviewPlanable Wealth holds an impressive 4.8-star rating from 21 reviews, making it a solid choice for clients looking for value-driven financial advice.
Read full review| Business | Vetted Score | Google rating | Reviews | Best for | |
|---|---|---|---|---|---|
| 1 |  | 96Score | 17 | Comprehensive financial planning | |
| 2 |  | 94Score | 21 | Value-driven financial advice | |
| 3 | 92Score | 3 | Clients seeking global investment opportunities | ||
| 4 | 85Score | 2 | Custom investment strategies | ||
| 5 | 84Score | 1 | Personalized financial advice | ||
| 6 | 84Score | 1 | Families seeking insurance and investment help | ||
| 7 | 84Score | 1 | Clients needing extensive resources | ||
| 8 | 84Score | 1 | Personalized financial planning | ||
| 9 | 84Score | 1 | Client-focused financial management | ||
| 10 | 78Score | 5 | Clients needing accounting alongside advising |
To create our rankings, we assessed each financial advisor based on their online ratings and the number of reviews they have received. We believe that a higher number of positive reviews indicates a more trustworthy service.
Our list is refreshed monthly, ensuring that the information remains current and accurate. Importantly, no business pays for placement, allowing us to maintain impartiality in our evaluations.
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 stars from 17 reviews, TriCord Advisors, Inc. is celebrated for its personalized financial planning and investment strategies. Clients appreciate the team's expertise and commitment to helping them achieve their financial goals. However, the limited review base means you should keep an eye on their evolving reputation.
Planable Wealth holds an impressive 4.8-star rating from 21 reviews, making it a solid choice for clients looking for value-driven financial advice. Reviewers highlight the firm's transparency and dedication to client education. However, it may not have the depth of experience that larger firms offer. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is value-driven financial advice. It serves Riverside, CA, with $100 to $250 per hour pricing, and the honest trade-offs are less experience than larger firms.
The Riverside, CA Branch Office of UBS Financial Services Inc. has a 5-star rating from 3 reviews, earning praise for its global resources and personalized service. Clients appreciate the access to a wide range of investment options. However, the limited number of reviews suggests their local reputation is still building.
RivCo Wealth Management has a perfect 5-star rating from 2 reviews, highlighting its tailored investment strategies and attentive client service. While the feedback is positive, the small review count makes it a promising but unproven option for those seeking reliable financial advice. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is custom investment strategies. It serves Riverside, CA, with $150 to $300 per hour pricing, and the honest trade-offs are very few reviews.
Martinez & Rezac Financial has a 5-star rating from 1 review, indicating a very positive initial impression. Reviewers note the firm's dedication to understanding client needs. However, with only one review, it remains a promising but untested option for financial services in Riverside. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial advice. It serves Riverside, CA, with $100 to $250 per hour pricing, and the honest trade-offs are only one review.
Primerica Financial Services also holds a 5-star rating from 1 review, with clients praising its straightforward financial products. The firm is known for helping families with insurance and investment needs. Still, the single review leaves much to be desired in terms of trust and reputation. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is families seeking insurance and investment help. It serves Riverside, CA, with $100 to $200 per hour pricing, and the honest trade-offs are limited feedback.
Merrill Lynch Wealth Management has a 5-star rating from 1 review, showcasing its reputation for quality service. Clients appreciate the firm's extensive resources and expertise. However, similar to others in this category, the very limited reviews suggest a need for caution. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients needing extensive resources. It serves Riverside, CA, with $200 to $400 per hour pricing, and the honest trade-offs are very few reviews.
Itzen Bishop Financial - Ameriprise Financial Services, LLC has a perfect 5-star rating from 1 review, praised for its personalized financial planning. While this is a positive sign, the lack of additional reviews means that potential clients should approach with some caution. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial planning. It serves Riverside, CA, with $100 to $250 per hour pricing, and the honest trade-offs are only one review.
Loza Beck Wealth Management holds a 5-star rating from 1 review, with clients noting its friendly service and attention to detail. This is a positive start, but the single review makes it a less reliable option for those seeking established financial guidance. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is client-focused financial management. It serves Riverside, CA, with $100 to $250 per hour pricing, and the honest trade-offs are very few reviews.
CPA Financial Advisors Inc. has a 4.2-star rating from 5 reviews, indicating a more established presence in the Riverside market. Clients appreciate the firm's accounting expertise alongside financial advising. However, the lower rating suggests there may be room for improvement in client satisfaction. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients needing accounting alongside advising. It serves Riverside, CA, with $150 to $300 per hour pricing, and the honest trade-offs are lower rating compared to peers.
Selecting a financial advisor requires careful consideration of several factors, especially in a market with limited options. Here are key points to guide your decision.
Look for advisors with a strong review history. A higher number of reviews often indicates reliability and trustworthiness.
Different advisors specialize in various areas. Identify whether you need retirement planning, investment advice, or comprehensive financial management.
Understand the fee structures of different advisors. Weigh the costs against the services offered to find the best value.
The cost of hiring a financial advisor in Riverside can vary widely depending on their services and expertise. Here’s a breakdown of typical pricing tiers.
Fees for financial advising in Riverside typically range from $100 to $300 per hour, depending on the advisor's experience and services offered.
The average rating among the evaluated financial advisors in Riverside is 4.5 stars, with a rating spread of 0.8 stars across the rankings.
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
TriCord Advisors, Inc. takes the lead for its strong performance and solid customer feedback. For those seeking value, Planable Wealth offers excellent service at a competitive rate. If you're ready to splurge, consider Riverside, CA Branch Office - UBS Financial Services Inc. for a premium experience.
