10+ Years · Davis
Experienced Financial Advisors in Davis, CA
Experience matters. These financial advisors in Davis have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Davis, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Impact Financial Advisors with a 4.7-star rating from 14 Google reviews and an RNM Score of 80/100. Also in the top tier: Pure Financial Advisors, LLC and Edward Jones - Financial Advisor: David P Cougevan. The average rating across all listed financial advisors in Davis is 4.7 stars from 4 reviews per business on average.
Financial advisors in Davis typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Pure Financial Advisors, LLC
Pure Financial Advisors is consistently top-ranked for its fiduciary duty, fee-only structure, and comprehensive financial planning services in Davis.
Most Reviewed
Edward Jones - Financial Advisor: Jen Kukis, AAMS®|CRPC™|CRPS™
A high number of reviews indicates broad client experience and trust, which can help you gauge service consistency and satisfaction.
When choosing a financial advisor in Davis, verify their fiduciary status and fee structure, and consider interviewing at least two firms to find the best fit for your specific financial goals.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
4
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a strong 4.7-star rating from 14 reviews.
712 5th St Suite A, Davis, CA 95616, USAHolds a perfect 5.0-star rating from 11 reviews in Davis.
1784 Picasso Ave STE D, Davis, CA 95618, USAExceptional 5.0-star rating from three Google reviews in Davis.
1105 Kennedy Pl Suite 4, Davis, CA 95616, USAFinancial Advisors Rankings in Davis, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Impact Financial Advisors712 5th St Suite A, Davis, CA 95616, USA | 4.7★ | 14 |
| #2 | Pure Financial Advisors, LLC1784 Picasso Ave STE D, Davis, CA 95618, USA | 5.0★ | 11 |
| #3 | Edward Jones - Financial Advisor: David P Cougevan1105 Kennedy Pl Suite 4, Davis, CA 95616, USA | 5.0★ | 3 |
| #4 | Elizabeth Dean Fiduciary Services424 2nd St A, Davis, CA 95616, USA | 4.5★ | 2 |
| #5 | Bayhill Advisors105 E St, Davis, CA 95616, USA | 5.0★ | 1 |
| #6 | Apella Wealth502 Mace Blvd UNIT 5, Davis, CA 95618, USA | 5.0★ | 1 |
| #7 | Archer Pointe Wealth Management231 D St D, Davis, CA 95616, USA | — | — |
| #8 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC2338 Lassen Pl, Davis, CA 95616, USA | — | — |
| #9 | U.S. Bancorp Advisors - Financial Advisors: Ahmad Anwary304 F St, Davis, CA 95616, USA | — | — |
| #10 | Wells Fargo Advisors340 F St, Davis, CA 95616, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Davis
4.5 stars from 2 reviews, indicating strong early client satisfaction.
424 2nd St A, Davis, CA 95616, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
105 E St, Davis, CA 95616, USA
Earns a perfect 5.0-star rating from its first few client reviews in Davis.
502 Mace Blvd UNIT 5, Davis, CA 95618, USA
A new financial advisor in Davis, CA, with no client reviews yet.
231 D St D, Davis, CA 95616, USA
A new financial advisor in Davis with no customer reviews yet.
2338 Lassen Pl, Davis, CA 95616, USA
No ratings yet; no reviews available for this local advisor.
304 F St, Davis, CA 95616, USA
A 5.0-star rating from a single Google review highlights exceptional early client satisfaction.
340 F St, Davis, CA 95616, USA
This financial advisor in Davis has no Google reviews yet to reference.
1107 Kennedy Pl STE 3, Davis, CA 95616, USA
A new financial advisor in Davis with no client reviews yet.
231 D St B, Davis, CA 95616, USA
A financial advisor in Davis, CA with no online reviews yet to guide your choice.
325 E St, Davis, CA 95616, USA
This advisor has no customer reviews yet, so local reputation is unconfirmed.
1756 Picasso Ave STE B, Davis, CA 95618, USA
Earns a perfect 5.0-star rating from its initial Google reviews in Davis.
1105 Kennedy Pl Suite 4, Davis, CA 95616, USA
This financial advisor in Davis has no customer reviews yet for you to consider.
750 F St Ste 3, Davis, CA 95616, USA
A Davis financial advisor with a 3.0-star rating based on 10 Google reviews.
508 2nd St #110, Davis, CA 95616, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1947 Galileo Ct #102, Davis, CA 95618, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
503 4th St Ste A, Davis, CA 95616, USA
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Financial Advisors in Davis, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Impact Financial Advisors | 80/100 | 4.7 ★ | 14 |
| 2 | Pure Financial Advisors, LLC | 72/100 | 5.0 ★ | 11 |
| 3 | Edward Jones - Financial Advisor: David P Cougevan | 69/100 | 5.0 ★ | 3 |
| 4 | Elizabeth Dean Fiduciary Services | 59/100 | 4.5 ★ | 2 |
| 5 | Bayhill Advisors | 62/100 | 5.0 ★ | 1 |
| 6 | Apella Wealth | 74/100 | 5.0 ★ | 1 |
| 7 | Archer Pointe Wealth Management | 15/100 | — | 0 |
| 8 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 9 | U.S. Bancorp Advisors - Financial Advisors: Ahmad Anwary | 7/100 | — | 0 |
| 10 | Wells Fargo Advisors | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Davis
What is a fiduciary financial advisor and why does it matter in Davis?
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 Davis, 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 Davis?
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 13, 2026.
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