Top Picks · Davis
Best Financial Advisors in Davis, CA
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As of June 2026, RatingsNearMe ranks 19 financial advisors in Davis, CA by verified customer ratings and review volume. The highest-rated is Impact Financial Advisors with a 4.7-star rating from 14 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
4
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Impact Financial Advisors
712 5th St Suite A, Davis, CA 95616, USA
Pure Financial Advisors, LLC
1784 Picasso Ave STE D, Davis, CA 95618, USA
Edward Jones - Financial Advisor: David P Cougevan
1105 Kennedy Pl Suite 4, Davis, CA 95616, USA
Financial 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 | Bayhill Advisors105 E St, Davis, CA 95616, USA | 5.0★ | 1 |
| #5 | Apella Wealth502 Mace Blvd UNIT 5, Davis, CA 95618, USA | 5.0★ | 1 |
| #6 | Charles Schwab508 2nd St #110, Davis, CA 95616, USA | 3.0★ | 10 |
| #7 | Elizabeth Dean Fiduciary Services424 2nd St A, Davis, CA 95616, USA | 4.5★ | 2 |
| #8 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC2338 Lassen Pl, Davis, CA 95616, USA | — | — |
| #9 | Archer Pointe Wealth Management231 D St D, Davis, CA 95616, USA | — | — |
| #10 | U.S. Bancorp Advisors - Financial Advisors: Ahmad Anwary304 F St, Davis, CA 95616, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Davis
Bayhill Advisors
105 E St, Davis, CA 95616, USA
Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC
2338 Lassen Pl, Davis, CA 95616, USA
U.S. Bancorp Advisors - Financial Advisors: Ahmad Anwary
304 F St, Davis, CA 95616, USA
Edward Jones - Financial Advisor: Jen Kukis, AAMS®|CRPC™|CRPS™
503 4th St Ste A, Davis, CA 95616, USA
Chamberlain Financial Planning & Wealth Management
231 D St B, Davis, CA 95616, USA
Wells Fargo Advisors
340 F St, Davis, CA 95616, USA
Carbahal Olsen Financial Services
1107 Kennedy Pl STE 3, Davis, CA 95616, USA
Edward Jones - Financial Advisor: Nicole Davis
1947 Galileo Ct #102, Davis, CA 95618, USA
Mark Pratt, Financial Adviser - Pratt Financial & Insurance Services
1756 Picasso Ave STE B, Davis, CA 95618, USA
Merrill Investment & Retirement Financial Center
325 E St, Davis, CA 95616, USA
Edward Jones - Financial Advisor: Sterling Koliba
1105 Kennedy Pl Suite 4, Davis, CA 95616, USA
Edward Jones - Financial Advisor: Peter C Jensen VI, CFP®|AAMS®
750 F St Ste 3, Davis, CA 95616, USA
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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 1, 2026.
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