{
  "path": "/advisors/ca/riverside",
  "url": "https://advisorcensus.com/advisors/ca/riverside/page/2",
  "page_type": "metro",
  "title": "Financial advisors in Riverside, CA",
  "filters": {},
  "scope_total": 105,
  "faq": [
    {
      "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 105 investment advisory firms with a principal office in the Riverside metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "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 in Riverside, CA: 105 firms from Form ADV filings as of October 2026.",
  "total_firms": 105,
  "page": 2,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 24,
    "state": 72,
    "exempt": 9
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 23
    },
    {
      "code": "percentage_of_aum",
      "count": 81
    },
    {
      "code": "hourly",
      "count": 49
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 55
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 6
    },
    {
      "code": "other",
      "count": 15
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 39
    },
    {
      "code": "5_to_9",
      "count": 31
    },
    {
      "code": "10_to_19",
      "count": 26
    },
    {
      "code": "20_plus",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 37
    },
    {
      "code": "25m_100m",
      "count": 18
    },
    {
      "code": "100m_500m",
      "count": 14
    },
    {
      "code": "500m_1b",
      "count": 8
    },
    {
      "code": "1b_5b",
      "count": 3
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 25
    }
  ],
  "firms": [
    {
      "crd_number": 342222,
      "name": "Idstein Capital Management",
      "name_as_filed": "IDSTEIN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/idstein-capital-management-indio-ca-342222",
      "city": "Indio",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 313416,
      "name": "Inherent Wealth Fund, LLC",
      "name_as_filed": "INHERENT WEALTH FUND, LLC",
      "url": "https://advisorcensus.com/firm/inherent-wealth-fund-llc-palm-desert-ca-313416",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335015,
      "name": "JAC Capital Management LLC",
      "name_as_filed": "JAC CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/jac-capital-management-llc-temecula-ca-335015",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 166433,
      "name": "Karl Schorr Wealth Management, LLC",
      "name_as_filed": "KARL SCHORR WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/karl-schorr-wealth-management-llc-menifee-ca-166433",
      "city": "Menifee",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301924,
      "name": "Keystone Private Wealth",
      "name_as_filed": "KEYSTONE PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/keystone-private-wealth-palm-desert-ca-301924",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300921,
      "name": "KWB Wealth",
      "name_as_filed": "KWB WEALTH",
      "url": "https://advisorcensus.com/firm/kwb-wealth-redlands-ca-300921",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144127,
      "name": "Legacy Investment Services, LLC",
      "name_as_filed": "LEGACY INVESTMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/legacy-investment-services-llc-rancho-cucamonga-ca-144127",
      "city": "Rancho Cucamonga",
      "state": "CA",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316379,
      "name": "Likely Capital Management, LLC",
      "name_as_filed": "LIKELY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/likely-capital-management-llc-temecula-ca-316379",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 291971,
      "name": "Lindsey Financial, Inc.",
      "name_as_filed": "LINDSEY FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/lindsey-financial-inc-redlands-ca-291971",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324016,
      "name": "Lotusland Properties",
      "name_as_filed": "LOTUSLAND PROPERTIES",
      "url": "https://advisorcensus.com/firm/lotusland-properties-palm-desert-ca-324016",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289044,
      "name": "M Premier Partners",
      "name_as_filed": "M PREMIER PARTNERS",
      "url": "https://advisorcensus.com/firm/m-premier-partners-indian-wells-ca-289044",
      "city": "Indian Wells",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156978,
      "name": "Maclean Capital Advisors, LLC",
      "name_as_filed": "MACLEAN CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/maclean-capital-advisors-llc-indian-wells-ca-156978",
      "city": "Indian Wells",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134286,
      "name": "Marsha Lee & Company,inc.",
      "name_as_filed": "MARSHA LEE & COMPANY,INC.",
      "url": "https://advisorcensus.com/firm/marsha-lee-and-company-inc-palm-desert-ca-134286",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 32,
      "raum_band": "25m_100m",
      "compensation_types": [
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173628,
      "name": "Mason Financial Services",
      "name_as_filed": "MASON FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/mason-financial-services-redlands-ca-173628",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112845,
      "name": "Meridian Wealth Management, Inc",
      "name_as_filed": "MERIDIAN WEALTH MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/meridian-wealth-management-inc-murrieta-ca-112845",
      "city": "Murrieta",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310763,
      "name": "Money Strategies, Inc.",
      "name_as_filed": "MONEY STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/money-strategies-inc-redlands-ca-310763",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339474,
      "name": "National Retirement Institute",
      "name_as_filed": "NATIONAL RETIREMENT INSTITUTE",
      "url": "https://advisorcensus.com/firm/national-retirement-institute-temecula-ca-339474",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325381,
      "name": "NEX Cubed Investment Management, LLC",
      "name_as_filed": "NEX CUBED INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/nex-cubed-investment-management-llc-la-jolla-ca-325381",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 342017,
      "name": "Open Water Advisory Partners",
      "name_as_filed": "OPEN WATER ADVISORY PARTNERS",
      "url": "https://advisorcensus.com/firm/open-water-advisory-partners-yucaipa-ca-342017",
      "city": "Yucaipa",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159294,
      "name": "Pacific Capital",
      "name_as_filed": "PACIFIC CAPITAL",
      "url": "https://advisorcensus.com/firm/pacific-capital-corona-ca-159294",
      "city": "Corona",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173205,
      "name": "Pakha Investment Advisory",
      "name_as_filed": "PAKHA INVESTMENT ADVISORY",
      "url": "https://advisorcensus.com/firm/pakha-investment-advisory-redlands-ca-173205",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159126,
      "name": "Pamela Plick Wealth Management LLC",
      "name_as_filed": "PAMELA PLICK WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pamela-plick-wealth-management-llc-palm-desert-ca-159126",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291373,
      "name": "PDE Wealth Advisors, LLC",
      "name_as_filed": "PDE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pde-wealth-advisors-llc-rancho-cucamonga-ca-291373",
      "city": "Rancho Cucamonga",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156614,
      "name": "Pierpont Investment Group, LLC",
      "name_as_filed": "PIERPONT INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/pierpont-investment-group-llc-ontario-ca-156614",
      "city": "Ontario",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329121,
      "name": "Privatus",
      "name_as_filed": "PRIVATUS",
      "url": "https://advisorcensus.com/firm/privatus-rancho-cucamonga-ca-329121",
      "city": "Rancho Cucamonga",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131379,
      "name": "Qurium Capital LLC",
      "name_as_filed": "QURIUM CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/qurium-capital-llc-chino-hills-ca-131379",
      "city": "Chino Hills",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330772,
      "name": "R & R Financial",
      "name_as_filed": "R & R FINANCIAL",
      "url": "https://advisorcensus.com/firm/r-and-r-financial-temecula-ca-330772",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150168,
      "name": "Railroad Canyon Insurance and Financial Services",
      "name_as_filed": "RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/railroad-canyon-insurance-and-financial-services-canyon-lake-ca-150168",
      "city": "Canyon Lake",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307157,
      "name": "Retirement Investment Advisors Inc.",
      "name_as_filed": "RETIREMENT INVESTMENT ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/retirement-investment-advisors-inc-corona-ca-307157",
      "city": "Corona",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149878,
      "name": "Retirement Wealth Group, Inc",
      "name_as_filed": "RETIREMENT WEALTH GROUP, INC",
      "url": "https://advisorcensus.com/firm/retirement-wealth-group-inc-redlands-ca-149878",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158583,
      "name": "RMH Advisors, LLC",
      "name_as_filed": "RMH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/rmh-advisors-llc-murrieta-ca-158583",
      "city": "Murrieta",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111192,
      "name": "Royal American Financial Advisors, LLC",
      "name_as_filed": "ROYAL AMERICAN FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/royal-american-financial-advisors-llc-menifee-ca-111192",
      "city": "Menifee",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141287,
      "name": "Royale Investment Advisor LLC",
      "name_as_filed": "ROYALE INVESTMENT ADVISOR LLC",
      "url": "https://advisorcensus.com/firm/royale-investment-advisor-llc-riverside-ca-141287",
      "city": "Riverside",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146132,
      "name": "Safeguard Investment Advisory Group, LLC",
      "name_as_filed": "SAFEGUARD INVESTMENT ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/safeguard-investment-advisory-group-llc-corona-ca-146132",
      "city": "Corona",
      "state": "CA",
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      "raum_band": "500m_1b",
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      ],
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    },
    {
      "crd_number": 334207,
      "name": "Santa Cruz Financial",
      "name_as_filed": "SANTA CRUZ FINANCIAL",
      "url": "https://advisorcensus.com/firm/santa-cruz-financial-rancho-cucamonga-ca-334207",
      "city": "Rancho Cucamonga",
      "state": "CA",
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    },
    {
      "crd_number": 343800,
      "name": "Sequoia Ridge Wealth LLC",
      "name_as_filed": "SEQUOIA RIDGE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/sequoia-ridge-wealth-llc-redlands-ca-343800",
      "city": "Redlands",
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      ],
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    },
    {
      "crd_number": 340644,
      "name": "Shah Wealth Advisors",
      "name_as_filed": "SHAH WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/shah-wealth-advisors-chino-hills-ca-340644",
      "city": "Chino Hills",
      "state": "CA",
      "years_registered": 0,
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      ],
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    },
    {
      "crd_number": 329628,
      "name": "Shift 4 Advisors, Inc.",
      "name_as_filed": "SHIFT 4 ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/shift-4-advisors-inc-murrieta-ca-329628",
      "city": "Murrieta",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
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        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107778,
      "name": "Smart Investments Advisory Incorporated",
      "name_as_filed": "SMART INVESTMENTS ADVISORY INCORPORATED",
      "url": "https://advisorcensus.com/firm/smart-investments-advisory-incorporated-redlands-ca-107778",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
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        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135560,
      "name": "Stoke Capital",
      "name_as_filed": "STOKE CAPITAL",
      "url": "https://advisorcensus.com/firm/stoke-capital-rancho-mirage-ca-135560",
      "city": "Rancho Mirage",
      "state": "CA",
      "years_registered": 30,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309411,
      "name": "Team Wealth & Tax Advisors",
      "name_as_filed": "TEAM WEALTH & TAX ADVISORS",
      "url": "https://advisorcensus.com/firm/team-wealth-and-tax-advisors-temecula-ca-309411",
      "city": "Temecula",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315743,
      "name": "The Financial Architects Wealth Management LLC",
      "name_as_filed": "THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/the-financial-architects-wealth-management-llc-chino-hills-ca-315743",
      "city": "Chino Hills",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112129,
      "name": "The Kocen Financial Group, Inc.",
      "name_as_filed": "THE KOCEN FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-kocen-financial-group-inc-rancho-mirage-ca-112129",
      "city": "Rancho Mirage",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "100m_500m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 123651,
      "name": "The Leonard Financial Group, LLC",
      "name_as_filed": "THE LEONARD FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-leonard-financial-group-llc-riverside-ca-123651",
      "city": "Riverside",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285908,
      "name": "Tres Wealth Management Group, LLC",
      "name_as_filed": "TRES WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/tres-wealth-management-group-llc-chino-ca-285908",
      "city": "Chino",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 155749,
      "name": "Tricord Advisors, Inc.",
      "name_as_filed": "TRICORD ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/tricord-advisors-inc-riverside-ca-155749",
      "city": "Riverside",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136969,
      "name": "Trinity Financial Partners",
      "name_as_filed": "TRINITY FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/trinity-financial-partners-upland-ca-136969",
      "city": "Upland",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 334177,
      "name": "Vertex Investments Group",
      "name_as_filed": "VERTEX INVESTMENTS GROUP",
      "url": "https://advisorcensus.com/firm/vertex-investments-group-murrieta-ca-334177",
      "city": "Murrieta",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "metro": {
      "path": "/advisors/ca/riverside",
      "label": "Financial advisors in Riverside, CA"
    },
    "city_pages": [
      {
        "path": "/advisors/ca/riverside/palm-desert",
        "label": "Financial advisors in Palm Desert, CA",
        "firm_count": 14
      },
      {
        "path": "/advisors/ca/riverside/temecula",
        "label": "Financial advisors in Temecula, CA",
        "firm_count": 13
      },
      {
        "path": "/advisors/ca/riverside/redlands",
        "label": "Financial advisors in Redlands, CA",
        "firm_count": 12
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ca/riverside/fee-only",
        "label": "Fee-only financial advisors in Riverside, CA",
        "firm_count": 23
      },
      {
        "path": "/advisors/ca/riverside/flat-fee",
        "label": "Flat-fee financial advisors in Riverside, CA",
        "firm_count": 55
      },
      {
        "path": "/advisors/ca/riverside/hourly",
        "label": "Hourly financial advisors in Riverside, CA",
        "firm_count": 49
      }
    ],
    "niche_pages": []
  },
  "csv": "https://advisorcensus.com/advisors/ca/riverside.csv",
  "source": {
    "name": "Form ADV",
    "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"
  }
}