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Fidelon
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Market Standing · 2026
The most transparent firms in Riverside-San Bernardino-Ontario.
158 scored firmsTop 10 recognizedfidelon.com/markets/riverside-san-bernardino-ontario-ca
1
Spendvest
CRD 339469
IA-only—92.7Arank within Top 10; below the 80 standard
2IA-only$10.6M91.1ARecognized · Top 10
3IA-only$10.2M91ARecognized · Top 10
4IA-only—91Arank within Top 10; below the 80 standard
5IA-only—91Arank within Top 10; below the 80 standard
6
Amb Financial
CRD 329930
IA-only$4.9M91ARecognized · Top 10
7IA-only—91Arank within Top 10; below the 80 standard
8IA-only—91Arank within Top 10; below the 80 standard
9
Zealth Planning
CRD 336569
IA-only—91Arank within Top 10; below the 80 standard
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only$928K90.9A—
12IA-only—90.8A—
13IA-only—90.6A—
14IA-only$102M90.6A—
15IA-only$12.4M90.5A—
16IA-only$986M90.4A—
17IA-only$1.3M90.4A—
18IA-only—90.2A—
19IA-only$908K90.2A—
20
Rmh Advisors
CRD 158583
IA-only—90A—
21IA-only$820K90A—
22IA-only—90A—
23IA-only$129M89.8A—
24IA-only—89.5A—
25IA-only$3.7M89.4A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.