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.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
TA
TriCord Advisors, Inc.✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 5.0★ across 14 Google reviews.
PA
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning. Rated 5.0★ across 11 Google reviews.
SC
Strong Credit Repair✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning. Rated 4.9★ across 71 Google reviews.
PW
Planable Wealth✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning. Rated 4.8★ across 20 Google reviews.
BO
Bank of America ATM (Drive-thru)✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 3.4★ across 7 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 3.0★ across 18 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 2.9★ across 56 Google reviews.
BO
Bank of America (Lobby Service Only)✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 2.5★ across 95 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 2.4★ across 30 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 2.2★ across 108 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRiverside, CA
Financial Planning in Riverside, California offering financial planning, and advisory. Rated 2.1★ across 132 Google reviews.
Top financial planners in Riverside
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | TriCord Advisors, Inc.✓ | Financial Planning | ★ 5.0 | 14 |
| 2 | Prudential Advisors | Jason W. Nicholson, FSCP, RICP✓ | Financial Planning | ★ 5.0 | 11 |
| 3 | Strong Credit Repair✓ | Financial Planning | ★ 4.9 | 71 |
| 4 | Planable Wealth✓ | Financial Planning | ★ 4.8 | 20 |
| 5 | Bank of America ATM (Drive-thru)✓ | Financial Planning | ★ 3.4 | 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.