{
  "path": "/advisors/ca/riverside/for-high-net-worth-individuals",
  "url": "https://advisorcensus.com/advisors/ca/riverside/for-high-net-worth-individuals",
  "page_type": "metro_answer",
  "title": "Financial advisors for high-net-worth individuals in Riverside, CA",
  "filters": {},
  "scope_total": 62,
  "faq": [
    {
      "q": "Which financial advisors in Riverside, CA work with high-net-worth individuals?",
      "a": "62 investment advisory firms with a principal office in the Riverside metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Riverside, CA?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Riverside, CA?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Riverside, CA offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Riverside, CA fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 62 investment advisory firms with a principal office in the Riverside metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.",
  "about_market": "Riverside has 105 investment advisory firms with a principal office in the metro area as of October 2026: 24 SEC-registered, 72 state-registered, and 9 exempt reporting advisers. 23 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 55 report under $100 million in regulatory assets under management. The metro area has 1,450,250 households, 194,611 of them with income of $200,000 or more, or 1,853 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Riverside, CA: 62 firms from Form ADV filings as of October 2026.",
  "total_firms": 62,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 24,
    "state": 38,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 14
    },
    {
      "code": "percentage_of_aum",
      "count": 57
    },
    {
      "code": "hourly",
      "count": 35
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 41
    },
    {
      "code": "commissions",
      "count": 4
    },
    {
      "code": "performance_based",
      "count": 3
    },
    {
      "code": "other",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 21
    },
    {
      "code": "5_to_9",
      "count": 20
    },
    {
      "code": "10_to_19",
      "count": 13
    },
    {
      "code": "20_plus",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 18
    },
    {
      "code": "25m_100m",
      "count": 15
    },
    {
      "code": "100m_500m",
      "count": 14
    },
    {
      "code": "500m_1b",
      "count": 8
    },
    {
      "code": "1b_5b",
      "count": 3
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "firms": [
    {
      "crd_number": 158608,
      "name": "Alpha Wealth Management, LLC",
      "name_as_filed": "ALPHA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/alpha-wealth-management-llc-hemet-ca-158608",
      "city": "Hemet",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317462,
      "name": "Aragon Advisors",
      "name_as_filed": "ARAGON ADVISORS",
      "url": "https://advisorcensus.com/firm/aragon-advisors-corona-ca-317462",
      "city": "Corona",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109195,
      "name": "Attivo Legacy Advisors, LLC",
      "name_as_filed": "ATTIVO LEGACY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/attivo-legacy-advisors-llc-corona-ca-109195",
      "city": "Corona",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170585,
      "name": "Bird Capital Group, Inc.",
      "name_as_filed": "BIRD CAPITAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/bird-capital-group-inc-palm-desert-ca-170585",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287877,
      "name": "Boracchia Wiviott Wealth Partners LLC",
      "name_as_filed": "BORACCHIA WIVIOTT WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/boracchia-wiviott-wealth-partners-llc-palm-desert-ca-287877",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290550,
      "name": "Bosman Wealth Management, LLC",
      "name_as_filed": "BOSMAN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bosman-wealth-management-llc-redlands-ca-290550",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298563,
      "name": "Bridger Financial Services, LLC",
      "name_as_filed": "BRIDGER FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/bridger-financial-services-llc-temecula-ca-298563",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318338,
      "name": "Bright Legacy LLC",
      "name_as_filed": "BRIGHT LEGACY LLC",
      "url": "https://advisorcensus.com/firm/bright-legacy-llc-chino-hills-ca-318338",
      "city": "Chino Hills",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312447,
      "name": "Capital United Investments LLC",
      "name_as_filed": "CAPITAL UNITED INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/capital-united-investments-llc-yucaipa-ca-312447",
      "city": "Yucaipa",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289564,
      "name": "CBL Wealth Management",
      "name_as_filed": "CBL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cbl-wealth-management-apple-valley-ca-289564",
      "city": "Apple Valley",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337738,
      "name": "Clearwave Capital",
      "name_as_filed": "CLEARWAVE CAPITAL",
      "url": "https://advisorcensus.com/firm/clearwave-capital-upland-ca-337738",
      "city": "Upland",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168839,
      "name": "Core Financial Advisors",
      "name_as_filed": "CORE FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/core-financial-advisors-san-bernardino-ca-168839",
      "city": "San Bernardino",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310315,
      "name": "Creative Planning Solutions, Inc",
      "name_as_filed": "CREATIVE PLANNING SOLUTIONS, INC",
      "url": "https://advisorcensus.com/firm/creative-planning-solutions-inc-grand-terrace-ca-310315",
      "city": "Grand Terrace",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288992,
      "name": "Cypress Wealth Services, LLC",
      "name_as_filed": "CYPRESS WEALTH SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/cypress-wealth-services-llc-palm-desert-ca-288992",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113080,
      "name": "David de Koekkoek, CFP, EA",
      "name_as_filed": "DAVID DE KOEKKOEK, CFP, EA",
      "url": "https://advisorcensus.com/firm/david-de-koekkoek-cfp-ea-chino-ca-113080",
      "city": "Chino",
      "state": "CA",
      "years_registered": 30,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139764,
      "name": "Davies Financial Advisors, Inc.",
      "name_as_filed": "DAVIES FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/davies-financial-advisors-inc-murrieta-ca-139764",
      "city": "Murrieta",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293185,
      "name": "Desert Financial Planning",
      "name_as_filed": "DESERT FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/desert-financial-planning-palm-desert-ca-293185",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158708,
      "name": "Diligent Investors, LLC",
      "name_as_filed": "DILIGENT INVESTORS, LLC",
      "url": "https://advisorcensus.com/firm/diligent-investors-llc-redlands-ca-158708",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302110,
      "name": "DST Wealth Management LLC",
      "name_as_filed": "DST WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/dst-wealth-management-llc-indian-wells-ca-302110",
      "city": "Indian Wells",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323320,
      "name": "Enduring Wealth Advisors",
      "name_as_filed": "ENDURING WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/enduring-wealth-advisors-temecula-ca-323320",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174092,
      "name": "Falcon Wealth Planning, LLC",
      "name_as_filed": "FALCON WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/falcon-wealth-planning-llc-ontario-ca-174092",
      "city": "Ontario",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144703,
      "name": "Family Faith & Finance Asset Management",
      "name_as_filed": "FAMILY FAITH & FINANCE ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/family-faith-and-finance-asset-management-norco-ca-144703",
      "city": "Norco",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111822,
      "name": "FLC Capital Advisors",
      "name_as_filed": "FLC CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/flc-capital-advisors-palm-desert-ca-111822",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291662,
      "name": "Fortem Financial Group, LLC",
      "name_as_filed": "FORTEM FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/fortem-financial-group-llc-palm-desert-ca-291662",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317363,
      "name": "Fox & Holland Investing LLC",
      "name_as_filed": "FOX & HOLLAND INVESTING LLC",
      "url": "https://advisorcensus.com/firm/fox-and-holland-investing-llc-rancho-cucamonga-ca-317363",
      "city": "Rancho Cucamonga",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159324,
      "name": "GC Asset Management",
      "name_as_filed": "GC ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gc-asset-management-temecula-ca-159324",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305179,
      "name": "Granite Wealth Advisors",
      "name_as_filed": "GRANITE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/granite-wealth-advisors-temecula-ca-305179",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319261,
      "name": "Grape Modern Wealth Management",
      "name_as_filed": "GRAPE MODERN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/grape-modern-wealth-management-temecula-ca-319261",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226760,
      "name": "Hardworking Capital Advisors, LLC",
      "name_as_filed": "HARDWORKING CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/hardworking-capital-advisors-llc-palm-desert-ca-226760",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 39985,
      "name": "Higgins Capital Management, Inc.",
      "name_as_filed": "HIGGINS CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/higgins-capital-management-inc-la-jolla-ca-39985",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331938,
      "name": "Higher Impact Financial, LLC",
      "name_as_filed": "HIGHER IMPACT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/higher-impact-financial-llc-riverside-ca-331938",
      "city": "Riverside",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137470,
      "name": "Investment Counselors of Redlands LLC",
      "name_as_filed": "INVESTMENT COUNSELORS OF REDLANDS LLC",
      "url": "https://advisorcensus.com/firm/investment-counselors-of-redlands-llc-redlands-ca-137470",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164203,
      "name": "Investment Managers Group, LLC",
      "name_as_filed": "INVESTMENT MANAGERS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/investment-managers-group-llc-temecula-ca-164203",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
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      "city": "Yucaipa",
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      "crd_number": 159294,
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    {
      "crd_number": 173205,
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      "name_as_filed": "PAKHA INVESTMENT ADVISORY",
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      "name": "PDE Wealth Advisors, LLC",
      "name_as_filed": "PDE WEALTH ADVISORS, LLC",
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      "name": "R & R Financial",
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      "state": "CA",
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        "label": "Financial advisors with no account minimum in Riverside, CA"
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}