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Real Reviews · Dixon
Top-Reviewed Financial Advisors in Dixon, CA
What are customers actually saying? Read verified reviews for financial advisors in Dixon — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Dixon, CA by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Jules Norton, AAMS® with a 5.0-star rating from 1 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS® and Allegiance Financial. The average rating across all listed financial advisors in Dixon is 4.7 stars from 3 reviews per business on average.
Financial advisors in Dixon 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
4.7★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Jules Norton, AAMS®
805 N Lincoln St suite c, Dixon, CA 95620, USA
Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS®
805 N Lincoln St suite c, Dixon, CA 95620, USA
Allegiance Financial
3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USA
Financial Advisors Rankings in Dixon, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jules Norton, AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #3 | Allegiance Financial3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USA | — | — |
| #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 | Charles Schwab508 2nd St #110, Davis, CA 95616, USA | 3.0★ | 10 |
| #7 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC2338 Lassen Pl, Davis, CA 95616, USA | — | — |
| #8 | Archer Pointe Wealth Management231 D St D, Davis, CA 95616, USA | — | — |
| #9 | Chamberlain Financial Planning & Wealth Management231 D St B, Davis, CA 95616, USA | — | — |
| #10 | Merrill Investment & Retirement Financial Center325 E St, Davis, CA 95616, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Dixon
Bayhill Advisors
105 E St, Davis, CA 95616, USA
Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC
2338 Lassen Pl, Davis, CA 95616, USA
Chamberlain Financial Planning & Wealth Management
231 D St B, Davis, CA 95616, USA
Merrill Investment & Retirement Financial Center
325 E St, Davis, CA 95616, USA
Edward Jones - Financial Advisor: Jen Kukis, AAMS®|CRPC™|CRPS™
503 4th St Ste A, Davis, CA 95616, USA
U.S. Bancorp Advisors - Financial Advisors: Ahmad Anwary
304 F St, Davis, CA 95616, USA
Wells Fargo Advisors
340 F St, Davis, CA 95616, USA
Impact Financial Advisors
712 5th St Suite A, Davis, CA 95616, USA
Edward Jones - Financial Advisor: Nicole Davis
1947 Galileo Ct #102, Davis, CA 95618, USA
Edward Jones - Financial Advisor: Peter C Jensen VI, CFP®|AAMS®
750 F St Ste 3, Davis, CA 95616, USA
Edward Jones - Financial Advisor: Lacy A Senate, AAMS®
600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA
Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Diana Wei - Private Wealth Advisor, Ameriprise Financial Services, LLC
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
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Frequently Asked Questions — Financial Advisors in Dixon
What is a fiduciary financial advisor and why does it matter in Dixon?
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 Dixon, 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 Dixon?
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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