City
Wealth management firms in Ontario, California
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Ontario, California reported $2.1 billion in regulatory assets under management; the largest by assets was Falcon Wealth Planning, LLC, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $256.7 million
- SEC-registered, of those listed
- 1 of 8 (12.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Falcon Wealth Planning, LLC | SEC | $2.0 billion | 5,567 |
| 2 | Seen Consulting LLC | State | $52.0 million | 35 |
| 3 | Darrow Wealth Group | State | $21.5 million | 212 |
| 4 | Pierpont Investment Group, LLC | State | $15.7 million | 53 |
| 5 | Xel | State | $8.5 million | 46 |
| 6 | Inplay Global Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 7 | Lone Wolf Wealth Management | State | $0 | 0 |
| 8 | Zealth Planning, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.