Table of Contents
Planning for your financial future involves much more than saving—it’s about creating strategies that align with your goals, values, and lifestyle. In Riverside, California, a variety of financial advisors and firms are available to assist individuals, families, and businesses with investment planning, retirement strategies, tax optimization, and more. Whether you’re just starting out or preparing for retirement, there are local professionals equipped to help guide your financial journey.
Here are several financial advisors in Riverside, CA to consider as you explore your options.
- TrendUp
- Webb Municipal Finance LLC
- TriCord Advisors Inc.
- Steele Financial Group
- So Cal Corporate Growth Partners
- RLM Wealth Group
- RivCo Wealth Management
- Renaissance Wealth Management
- Raincross Financial Partners
- John Barnes (My Family Life Insurance)
1. TrendUp
Address: 11728 Magnolia Ave Suite A, Riverside, CA 92503
Phone: (821) 748-3710
Email: valtteri@trendupnow.org
Website: trendupnow.org
TrendUp Now offers an immersive, education-driven program for individuals looking to enter the finance industry. Through three progressive courses and mentorship from hedge fund professionals, participants gain hands-on experience in investment strategies, trading, and financial certifications. The program’s career-focused approach has helped graduates secure roles in leading financial institutions.
2. Webb Municipal Finance LLC
Address: 3750 McCray St, Riverside, CA 92506
Email: info@webbmfinance.com
Website: webbmfinance.com
Webb Municipal Finance, LLC, supports public agencies with financial consulting services, including special district formation, bond issuance, and assessment engineering. Their expertise in community development financing makes them a trusted partner for local governments and municipalities aiming to improve infrastructure and public services.
3. TriCord Advisors Inc.
Address: 6772 Magnolia Ave, Riverside, CA 92506
Phone: (951) 684-7011
Email: joe@tricordadv.com
Website: tricordadvisors.com
TriCord Advisors offers integrated financial and legal services under one roof. Their offerings include financial planning, investment management, estate planning, and business succession strategies. Through their affiliated legal services, clients benefit from a seamless and coordinated approach to managing wealth and legal responsibilities.
4. Steele Financial Group
Address: 2900 Adams St Suite C-130, Riverside, CA 92504
Phone: (951) 358-2330
Email: staff@steelefinancialgroup.biz
Website: steelefinancialgroup.biz
Steele Financial Group delivers personalized financial guidance across areas such as income planning, Medicare navigation, and life insurance solutions. With over 40 years of industry experience, founder Thomas E. Steele leads the firm in helping clients develop sound strategies for both present and future financial security.
5. So Cal Corporate Growth Partners
Address: 6820 Airport Dr, Riverside, CA 92504
Phone: (951) 637-1460
Email: john.g@pasadenambdacenter.com
Website: sccgp.org
So Cal Corporate Growth Partners is a nonprofit organization that supports small business growth through education, consulting, and resource access. Their services include business planning assistance, contracting support, and capacity-building programs tailored to help companies thrive in competitive markets.
6. RLM Wealth Group
Address: 3403 Tenth St Ste 820, Riverside, CA 92501
Phone: (951) 782-0276
Email: cindy.arvizu@rlmwealth.com
Website: rlmwealth.com
Led by Robert L. Mendez, RLM Wealth Group provides customized financial planning, retirement income strategies, and wealth management services. With designations such as ChFC® and RICP®, the firm helps clients navigate complex financial decisions with a focus on long-term prosperity and personalized attention.
7. RivCo Wealth Management
Address: 3600 Lime St #311, Riverside, CA 92501
Phone: (951) 823-0454
Email: christopher.tavares@securitiesamerica.com
Website: rivcowealth.com
RivCo Wealth Management offers independent financial planning services focused on helping individuals gain control over their financial futures. Since 2014, they’ve provided guidance in retirement planning, investment management, and legacy planning with a mission to empower clients through education and collaboration.
8. Renaissance Wealth Management
Address: 5029 La Mart Dr Suite F, Riverside, CA 92507
Phone: (951) 376-3876
Email: scott.smith@lpl.com
Website: rwmadvisors.com
Renaissance Wealth Management supports clients in achieving financial independence through strategic planning and investment management. Their services include portfolio management, estate planning, insurance solutions, and retirement strategies, all tailored to align with clients’ individual life goals.
9. Raincross Financial Partners
Address: 3877 12th St Ste 220, Riverside, CA 92501
Phone: (951) 328-1190
Email: andrew.welsch@arizent.com
Website: raincrossfinancialpartners.com
Raincross Financial Partners specializes in a full suite of planning services, including investment, tax, estate, and education funding strategies. Led by Certified Plan Fiduciary Advisor Randall D. Hord, the firm emphasizes practical, client-first financial planning designed to foster long-term stability and peace of mind.
10. John Barnes (My Family Life Insurance)
Address: 7171 El Padro St, Riverside, CA 92504
Phone: (323) 306-7024
Email: john@johnbarnesfp.com
Website: johnbarnesfp.com
John Barnes leads My Family Life Insurance, an independent insurance firm providing coverage solutions for life, disability, health, and long-term care needs. As a Certified Financial Planner™ with a background in engineering and an MBA, Barnes offers an educational and personalized approach, helping clients understand their options and make informed decisions.
Whether you’re preparing for retirement, growing your business, or simply looking for a trusted financial guide, the professionals in Riverside, CA offer a wide spectrum of services to support your journey. From investment education programs and wealth management to specialized business consulting and municipal finance services, the firms listed here may offer the insight and support needed to help you achieve your financial goals.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
