# Fee-only financial advisors in Riverside, CA

> AdvisorCensus lists 23 investment advisory firms with a principal office in the Riverside metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/riverside/fee-only

## At a glance

- Investment advisory firms: 23
- Registration: SEC-registered investment adviser: 1, State-registered investment adviser: 22
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 23 (100%); Percentage of assets 22 (96%); Hourly charges 8 (35%); Fixed fees 11 (48%)
- Regulatory assets under management (Item 5.F): Under $25 million 12 (52%); $25 million to $100 million 7 (30%); $100 million to $500 million 2 (9%); Not reported 2 (9%)
- Years registered: Under 5 years 10 (43%); 5 to 9 years 3 (13%); 10 to 19 years 7 (30%); 20 years or more 3 (13%)

## Firms (page 1 of 1, 1 to 23 of 23, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Alpha Wealth Management, LLC](https://advisorcensus.com/firm/alpha-wealth-management-llc-hemet-ca-158608) ([md](https://advisorcensus.com/firm/alpha-wealth-management-llc-hemet-ca-158608.md)) | 158608 | Hemet, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Compass Rose Financial Planning & Investment Management](https://advisorcensus.com/firm/compass-rose-financial-planning-and-investment-management-palm-springs-ca-144566) ([md](https://advisorcensus.com/firm/compass-rose-financial-planning-and-investment-management-palm-springs-ca-144566.md)) | 144566 | Palm Springs, CA | State-registered investment adviser | Not reported | 19 | % of assets |
| [Cratus Capital, LLC](https://advisorcensus.com/firm/cratus-capital-llc-cathedral-city-ca-282648) ([md](https://advisorcensus.com/firm/cratus-capital-llc-cathedral-city-ca-282648.md)) | 282648 | Cathedral City, CA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Family Faith & Finance Asset Management](https://advisorcensus.com/firm/family-faith-and-finance-asset-management-norco-ca-144703) ([md](https://advisorcensus.com/firm/family-faith-and-finance-asset-management-norco-ca-144703.md)) | 144703 | Norco, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Financial Equations Advisors, Inc.](https://advisorcensus.com/firm/financial-equations-advisors-inc-corona-ca-305295) ([md](https://advisorcensus.com/firm/financial-equations-advisors-inc-corona-ca-305295.md)) | 305295 | Corona, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Fox & Holland Investing LLC](https://advisorcensus.com/firm/fox-and-holland-investing-llc-rancho-cucamonga-ca-317363) ([md](https://advisorcensus.com/firm/fox-and-holland-investing-llc-rancho-cucamonga-ca-317363.md)) | 317363 | Rancho Cucamonga, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Granite Wealth Advisors](https://advisorcensus.com/firm/granite-wealth-advisors-temecula-ca-305179) ([md](https://advisorcensus.com/firm/granite-wealth-advisors-temecula-ca-305179.md)) | 305179 | Temecula, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Grape Modern Wealth Management](https://advisorcensus.com/firm/grape-modern-wealth-management-temecula-ca-319261) ([md](https://advisorcensus.com/firm/grape-modern-wealth-management-temecula-ca-319261.md)) | 319261 | Temecula, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Higher Impact Financial, LLC](https://advisorcensus.com/firm/higher-impact-financial-llc-riverside-ca-331938) ([md](https://advisorcensus.com/firm/higher-impact-financial-llc-riverside-ca-331938.md)) | 331938 | Riverside, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Inherent Wealth Fund, LLC](https://advisorcensus.com/firm/inherent-wealth-fund-llc-palm-desert-ca-313416) ([md](https://advisorcensus.com/firm/inherent-wealth-fund-llc-palm-desert-ca-313416.md)) | 313416 | Palm Desert, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Investment Counselors of Redlands LLC](https://advisorcensus.com/firm/investment-counselors-of-redlands-llc-redlands-ca-137470) ([md](https://advisorcensus.com/firm/investment-counselors-of-redlands-llc-redlands-ca-137470.md)) | 137470 | Redlands, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Meridian Wealth Management, Inc](https://advisorcensus.com/firm/meridian-wealth-management-inc-murrieta-ca-112845) ([md](https://advisorcensus.com/firm/meridian-wealth-management-inc-murrieta-ca-112845.md)) | 112845 | Murrieta, CA | State-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Pamela Plick Wealth Management LLC](https://advisorcensus.com/firm/pamela-plick-wealth-management-llc-palm-desert-ca-159126) ([md](https://advisorcensus.com/firm/pamela-plick-wealth-management-llc-palm-desert-ca-159126.md)) | 159126 | Palm Desert, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Pierpont Investment Group, LLC](https://advisorcensus.com/firm/pierpont-investment-group-llc-ontario-ca-156614) ([md](https://advisorcensus.com/firm/pierpont-investment-group-llc-ontario-ca-156614.md)) | 156614 | Ontario, CA | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Royale Investment Advisor LLC](https://advisorcensus.com/firm/royale-investment-advisor-llc-riverside-ca-141287) ([md](https://advisorcensus.com/firm/royale-investment-advisor-llc-riverside-ca-141287.md)) | 141287 | Riverside, CA | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |
| [Santa Cruz Financial](https://advisorcensus.com/firm/santa-cruz-financial-rancho-cucamonga-ca-334207) ([md](https://advisorcensus.com/firm/santa-cruz-financial-rancho-cucamonga-ca-334207.md)) | 334207 | Rancho Cucamonga, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Sequoia Ridge Wealth LLC](https://advisorcensus.com/firm/sequoia-ridge-wealth-llc-redlands-ca-343800) ([md](https://advisorcensus.com/firm/sequoia-ridge-wealth-llc-redlands-ca-343800.md)) | 343800 | Redlands, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Stoke Capital](https://advisorcensus.com/firm/stoke-capital-rancho-mirage-ca-135560) ([md](https://advisorcensus.com/firm/stoke-capital-rancho-mirage-ca-135560.md)) | 135560 | Rancho Mirage, CA | State-registered investment adviser | $25 million to $100 million | 30 | % of assets |
| [The Kocen Financial Group, Inc.](https://advisorcensus.com/firm/the-kocen-financial-group-inc-rancho-mirage-ca-112129) ([md](https://advisorcensus.com/firm/the-kocen-financial-group-inc-rancho-mirage-ca-112129.md)) | 112129 | Rancho Mirage, CA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Fixed fee |
| [The Leonard Financial Group, LLC](https://advisorcensus.com/firm/the-leonard-financial-group-llc-riverside-ca-123651) ([md](https://advisorcensus.com/firm/the-leonard-financial-group-llc-riverside-ca-123651.md)) | 123651 | Riverside, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Vertex Investments Group](https://advisorcensus.com/firm/vertex-investments-group-murrieta-ca-334177) ([md](https://advisorcensus.com/firm/vertex-investments-group-murrieta-ca-334177.md)) | 334177 | Murrieta, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [XEL](https://advisorcensus.com/firm/xel-ontario-ca-329693) ([md](https://advisorcensus.com/firm/xel-ontario-ca-329693.md)) | 329693 | Ontario, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Zealth Planning, LLC](https://advisorcensus.com/firm/zealth-planning-llc-ontario-ca-336569) ([md](https://advisorcensus.com/firm/zealth-planning-llc-ontario-ca-336569.md)) | 336569 | Ontario, CA | State-registered investment adviser | Not reported | 0 | Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Riverside, CA?**
AdvisorCensus lists 105 investment advisory firms with a principal office in the Riverside metro area, from Form ADV filings as of October 2026: 24 SEC-registered, 72 state-registered, and 9 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Riverside, CA?**
23 of the 105 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Riverside, CA offer financial planning?**
73 of the 96 firms in Riverside, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Riverside, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 23 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in Riverside, CA](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Fee-only financial advisors in California](https://advisorcensus.com/advisors/ca/fee-only) (https://advisorcensus.com/advisors/ca/fee-only.md)
- [Flat-fee financial advisors in Riverside, CA](https://advisorcensus.com/advisors/ca/riverside/flat-fee) (https://advisorcensus.com/advisors/ca/riverside/flat-fee.md)
- [Hourly financial advisors in Riverside, CA](https://advisorcensus.com/advisors/ca/riverside/hourly) (https://advisorcensus.com/advisors/ca/riverside/hourly.md)
- [Financial advisors in Palm Desert, CA](https://advisorcensus.com/advisors/ca/riverside/palm-desert) (https://advisorcensus.com/advisors/ca/riverside/palm-desert.md)
- [Financial advisors in Temecula, CA](https://advisorcensus.com/advisors/ca/riverside/temecula) (https://advisorcensus.com/advisors/ca/riverside/temecula.md)
- [Financial advisors in Redlands, CA](https://advisorcensus.com/advisors/ca/riverside/redlands) (https://advisorcensus.com/advisors/ca/riverside/redlands.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
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- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Riverside, CA: 23 firms from Form ADV filings as of October 2026.