Top financial advisors in Ontario, CA
We’ve curated a list of the best financial advisors in Ontario, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$769,550,185
Number of advisors
27 advisors
| $769,550,185 | 27 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ontario, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ontario. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc. is a California-based corporation established in March 2015 by Gabriel Shahin. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive personalized Investment Policy Statements outlining their financial situation. Falcon Wealth Planning seeks discretionary authority from clients to make investment decisions in line with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. The firm introduced the Falcon Wealth Family Office Service for high net worth clients with over $5 million under management, covering tax, estate, real estate, insurance, legacy, and charitable foundation services. Regarding fees, Falcon Wealth Planning charges asset-based fees for portfolio management, with rates ranging from 0.1625% to 0.5000% based on total assets under management. The firm also offers financial planning services with hourly and fixed fees, starting at $500/hour or a minimum of $5,000 annually. Clients may terminate agreements within specified periods without penalty. The firm does not participate in performance-based fees or accept compensation for selling securities. Falcon Wealth Planning acts as a fiduciary, obligated to act in clients' best interests. The firm provides detailed information on its advisory business, investment strategies, risk factors, and client account reviews. Clients have the option to grant investment discretion to Falcon Wealth Planning, allowing the firm to manage their accounts without prior approval for transactions.
$769,550,185 under management
27 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISERS FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ontario, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ontario. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.