Cetera Investment Advisers
44yrs
Top advisor by experience in Riverside
12yrs
Thomas Steele is a fiduciary financial advisor in Riverside, California, with 12 years in the industry. After three years at Retirementadvice | JKA, Thomas joined Gradient Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Gradient Advisors reports being paid through a percentage of assets and flat fees.
One of 219 advisors with offices in Riverside, and one of 206 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 63% of advisors at Gradient Advisors
Office2900 Adams St Suite C100, Riverside, CA 92504
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$134,534
Advisors at the firm183
States licensed ?1 state
Services through Gradient Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowGradient Advisors, LLCCurrent firm
- 2014 – 2017Retirementadvice | JKAPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Gradient Advisors at 877-885-0508 and ask for Thomas Steele. Thomas works from the Riverside, CA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2014, about 12 years. More experience than 63% of advisors at Gradient Advisors.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Gradient Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
44yrs
Top 1% by experience in Riverside
UBS Financial Services
43yrs
Top 1% by experience in Riverside
Morgan Stanley
43yrs
Top 2% by experience in Riverside
Merrill Lynch, Pierce, Fenner & Smith
42yrs
Top 2% by experience in Riverside
Primerica Advisors
41yrs
Top 3% by experience in Riverside