Financial Planners in Riverside, CA — 11 Firms (2026)
11 financial planners in Riverside, California meet our listing bar — a website plus a public review record. They average 3.47★ across 11 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is TriCord Advisors, Inc. at 5.0★ across 14 Google reviews.
Showing 11 of 11 · sorted by Google rating
1.
TriCord Advisors, Inc.
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 6772 Magnolia Ave, Riverside, CA 92506
Services: advisory
2.
Prudential Advisors | Jason W. Nicholson, FSCP, RICP
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 5055 Canyon Crest Dr Ste 101, Riverside, CA 92507
3.
Strong Credit Repair
★★★★★★★★★★4.9(71 Google reviews)✓ Verified on Google
Financial Planning · 3840 Lemon St Unit h, Riverside, CA 92501
4.
Planable Wealth
★★★★★★★★★★4.8(20 Google reviews)✓ Verified on Google
Financial Planning · 3850 Vine St Ste 100A, Riverside, CA 92507
5.
Bank of America ATM (Drive-thru)
★★★★★★★★★★3.4(7 Google reviews)✓ Verified on Google
Financial Planning · 3650 14th St, Riverside, CA 92501
Services: advisory
6.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(18 Google reviews)✓ Verified on Google
Financial Planning · 5225 Canyon Crest Dr, Riverside, CA 92507
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.9(56 Google reviews)✓ Verified on Google
Financial Planning · 351 E Alessandro Blvd, Riverside, CA 92508
Services: advisory
8.
Bank of America (Lobby Service Only)
★★★★★★★★★★2.5(95 Google reviews)✓ Verified on Google
Financial Planning · 1680 University Ave, Riverside, CA 92507
Services: advisory
9.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(30 Google reviews)✓ Verified on Google
Financial Planning · 3650 14th St, Riverside, CA 92501
Services: advisory
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.2(108 Google reviews)✓ Verified on Google
Financial Planning · 6370 Magnolia Ave, Riverside, CA 92506
Services: advisory
11.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(132 Google reviews)✓ Verified on Google
Financial Planning · 10297 Magnolia Ave, Riverside, CA 92503
Services: advisory
Top financial planners in Riverside
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | TriCord Advisors, Inc. | Financial Planning | 5.0 / 5 | 14 |
| 2 | Prudential Advisors | Jason W. Nicholson, FSCP, RICP | Financial Planning | 5.0 / 5 | 11 |
| 3 | Strong Credit Repair | Financial Planning | 4.9 / 5 | 71 |
| 4 | Planable Wealth | Financial Planning | 4.8 / 5 | 20 |
| 5 | Bank of America ATM (Drive-thru) | Financial Planning | 3.4 / 5 | 7 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.