RIAs in ONTARIO, CA

4 RIAs based in ONTARIO, California managing a combined $1.6B.

FALCON WEALTH PLANNING, INC.

RIA

ONTARIO, CA

AUM $1.6BTEAM 40REPS 28

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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