RIAs in Ontario, CA

4 RIAs based in Ontario, California managing a combined $2B.

Falcon Wealth Planning, LLC

RIA

Ontario, CA

AUM $2BTEAM 41REPS 25

Pierpont Investment Group, LLC

RIA

Ontario, CA

AUM $15.7MTEAM 1REPS 1

XEL

RIA

Ontario, CA

AUM $8.5MTEAM 1REPS 1

Zealth Planning, LLC

RIA

Ontario, CA

AUM —TEAM 2REPS 1

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