How many financial advisors are in Rancho Cucamonga, California?

Falists lists 7 registered investment advisers with a principal office or filing address in Rancho Cucamonga, California, based on public SEC IAPD data.

How do financial advisors in Rancho Cucamonga charge fees?

Fee structures vary by firm. In Rancho Cucamonga, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Rancho Cucamonga?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 7 advisers

Financial Advisors in Rancho Cucamonga, California

Looking for a financial advisor in Rancho Cucamonga, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Rancho Cucamonga — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $60.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$60.5M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning4 Trusts4 Retirement1 Institutional1

Top advisors in Rancho Cucamonga

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

FOX & HOLLAND INVESTING LLC

Rancho Cucamonga, CA

AUM

$60.5M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

909-980-6050

Full profile Visit site →

LEGACY INVESTMENT SERVICES, LLC

Rancho Cucamonga, CA

AUM

$44.2M

Wealth Mgmt

Team

4 advisors

Clients

—

Fees

Percentage of AUM; REFERRAL FEES/PENSION CONSULTING FEES

909-948-0700

Full profile Visit site →

PDE WEALTH ADVISORS, LLC

Rancho Cucamonga, CA

AUM

$37.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

909-295-5504

Full profile Visit site →

PRIVATUS

Rancho Cucamonga, CA

AUM

$7.2M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

916-871-8058

Full profile Visit site →

BAYNES FINANCIAL LLC

Rancho Cucamonga, CA

AUM

$3.7M

Financial PlanningWealth MgmtRetirementFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

9093301400

Full profile Visit site →

SANTA CRUZ FINANCIAL

Rancho Cucamonga, CA

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

(909) 225-5710

Full profile Visit site →

DEIMARK CORP

Rancho Cucamonga, CA

AUM

—

Team

1 advisors

Clients

Fees

Commissions

(909) 466-1050

Full profileNo website

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Common questions

How many financial advisors are in Rancho Cucamonga, California?: 7 registered investment advisers are listed in our Rancho Cucamonga directory, sourced from public SEC filings.
What types of advisors are in Rancho Cucamonga?: 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 Rancho Cucamonga?: 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.