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Financial Advisors in Benicia, CA — Free Estimates
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Benicia, CA by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Ken Casper, CFP® with a 4.0-star rating from 3 verified reviews. Also in the top tier: Lobdell & Lane Wealth Management and Edward Jones - Financial Advisor: Joseph Wilder, CPWA®. The average rating across all listed financial advisors in Benicia is 4.5 stars from 36 reviews per business on average.
Financial advisors in Benicia typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.5★
Avg rating
36
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Ken Casper, CFP®
555 First St Ste 104, Benicia, CA 94510, USA
Lobdell & Lane Wealth Management
831 E 2nd St Suite 101, Benicia, CA 94510, USA
Edward Jones - Financial Advisor: Joseph Wilder, CPWA®
1017 First St, Benicia, CA 94510, USA
Financial Advisors Rankings in Benicia, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Ken Casper, CFP®555 First St Ste 104, Benicia, CA 94510, USA | 4.0★ | 3 |
| #2 | Lobdell & Lane Wealth Management831 E 2nd St Suite 101, Benicia, CA 94510, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Joseph Wilder, CPWA®1017 First St, Benicia, CA 94510, USA | 5.0★ | 1 |
| #4 | Bridget Harkins, CFP - Wheels Up Wealth, Inc.250 E L St #66, Benicia, CA 94510, USA | 4.0★ | 1 |
| #5 | Merrill Investment & Retirement Financial Center21 Springstowne Center, Vallejo, CA 94591, USA | — | — |
| #6 | Wells Fargo Advisors1702 Tennessee St, Vallejo, CA 94590, USA | 5.0★ | 1 |
| #7 | Utopia Property Management | Vallejo, CA1209 Tennessee St, Vallejo, CA 94590, USA | 4.8★ | 294 |
| #8 | OneMain Financial125 Plaza Dr #411, Vallejo, CA 94591, USA | 4.8★ | 21 |
| #9 | Crestline Financial320 Arkansas St, Vallejo, CA 94590, USA | 4.2★ | 5 |
| #10 | World Financial Group Inc2280 Diamond Blvd #350, Concord, CA 94520, USA | 3.5★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Benicia
Bridget Harkins, CFP - Wheels Up Wealth, Inc.
250 E L St #66, Benicia, CA 94510, USA
Merrill Investment & Retirement Financial Center
21 Springstowne Center, Vallejo, CA 94591, USA
Wells Fargo Advisors
1702 Tennessee St, Vallejo, CA 94590, USA
Utopia Property Management | Vallejo, CA
1209 Tennessee St, Vallejo, CA 94590, USA
OneMain Financial
125 Plaza Dr #411, Vallejo, CA 94591, USA
Crestline Financial
320 Arkansas St, Vallejo, CA 94590, USA
World Financial Group Inc
2280 Diamond Blvd #350, Concord, CA 94520, USA
Hunt Wealth Management
1001 Galaxy Way Suite 203, Concord, CA 94520, USA
Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC
51 Daniels Ave, Vallejo, CA 94590, USA
Merrill Investment & Retirement Financial Center
1053 Sunvalley Blvd, Concord, CA 94520, USA
Javier Ly Martinez: Primerica - Financial Services
1333 Willow Pass Rd # 212, Concord, CA 94520, USA
Violet Financial
1390 Willow Pass Rd #900, Concord, CA 94520, USA
Archvest Wealth Advisors
1390 Willow Pass Rd # 930, Concord, CA 94520, USA
Brent Herrera - Mutual of Omaha Advisor
1390 Willow Pass Rd Suite 1040, Concord, CA 94520, USA
Insight Capital Management
1390 Willow Pass Rd Suite #960, Concord, CA 94520, USA
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC
1320 Willow Pass Rd Fl 6th, Concord, CA 94520, USA
Kendall Financial Services
1508 San Pablo Ave, Pinole, CA 94564, USA
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Frequently Asked Questions — Financial Advisors in Benicia
What is a fiduciary financial advisor and why does it matter in Benicia?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Benicia, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Benicia?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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