{
  "path": "/advisors/ca/riverside/redlands",
  "url": "https://advisorcensus.com/advisors/ca/riverside/redlands",
  "page_type": "metro_city",
  "title": "Financial advisors in Redlands, CA",
  "filters": {},
  "scope_total": 12,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Redlands, CA?",
      "a": "AdvisorCensus lists 12 investment advisory firms with a principal office in Redlands, California (part of the Riverside metro area), from Form ADV filings as of October 2026: 3 SEC-registered, 9 state-registered, and 0 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 Redlands, CA?",
      "a": "2 of the 12 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 Redlands, CA offer financial planning?",
      "a": "8 of the 12 firms in Redlands, 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 Redlands, 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 2 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 12 investment advisory firms with a principal office in Redlands, California (part of the Riverside metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Riverside metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Redlands, CA: 12 firms from Form ADV filings as of October 2026.",
  "total_firms": 12,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 3,
    "state": 9,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 2
    },
    {
      "code": "percentage_of_aum",
      "count": 9
    },
    {
      "code": "hourly",
      "count": 4
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 6
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 2
    },
    {
      "code": "5_to_9",
      "count": 4
    },
    {
      "code": "10_to_19",
      "count": 6
    },
    {
      "code": "20_plus",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 3
    },
    {
      "code": "25m_100m",
      "count": 3
    },
    {
      "code": "100m_500m",
      "count": 1
    },
    {
      "code": "500m_1b",
      "count": 1
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "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": 308324,
      "name": "Clarity Advisors Group, Inc.",
      "name_as_filed": "CLARITY ADVISORS GROUP, INC.",
      "url": "https://advisorcensus.com/firm/clarity-advisors-group-inc-redlands-ca-308324",
      "city": "Redlands",
      "state": "CA",
      "years_registered": 6,
      "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": 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": 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": 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": 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": 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": 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": 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": 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",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": [
        "percentage_of_aum",
        "hourly"
      ],
      "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
      }
    ],
    "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": null,
  "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"
  }
}