Ways to browse advisors serving Ontario, CA

Pick a specialty or descriptor to browse more advisors serving Ontario, CA.

By how they work

Type	Advisors
Large-firm	1,892
Flat-fee	1,074
Seasoned	901
Independent	551
CFP®-certified	308

By who they serve

Type	Advisors
High-net-worth	277
Baby Boomer	15

Browse by specialty

Find advisors serving Ontario, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,633
Wealth management	1,012
Executive	897
Retired	877
Tax-loss harvesting	803
Retirement plans for business owners (SEP, solo 401k)	583
College savings (529s, UTMA, etc.)	492
Retirement income strategy	438
Active portfolio management	400
General retirement planning	328
Income planning	309
HENRY (High Earners, Not Rich Yet)	285
ESG / Sustainable investing	222
Mid-Career Professionals	218
Approaching retirement	210
Annuities	206
Charitable giving & philanthropy	194
Social Security optimization	189
General tax planning	173
General estate planning guidance	168
Options & derivatives strategies	161
Cash flow / budgeting	150
Passive / index investing	134
Private / alternative investments	133
Business exit / sale strategy	124
Concentrated stock management	105
Self-Employed	100
Retirement withdrawal strategies	90
Real estate investing	84
Business ownership considerations	80
Equity compensation tax strategy	60
Multi-generational wealth transfer	53
Business succession planning	48
Attorney	46
Divorce financial planning	42
Technology Professional	38
Consultant	37
Established Professionals	34
Planning for children with special needs	32
Debt management	25
Women Professionals	24
Financial Professional	20
Long-term care insurance	19
Tax strategies for small businesses	14
Divorced	12
Equity Recipients (RS/RSU, SOP, ESPP)	12
Factor investing / smart beta	12
Disability insurance	10
Values-based investing	9
Doctor or Medical Professional	8
Educators, Teachers, and Academics	8
Family Business	8
Young Families	8
Business sale tax planning	7
Life insurance needs analysis	6
Liquidity event planning	6
Medicare planning	6
Hispanic/Latino/Latinx	5
Retired	5

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support