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Financial Advisors in Elk Grove, CA — Free Estimates
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As of May 2026, RatingsNearMe ranks 19 financial advisors in Elk Grove, CA by verified customer ratings and review volume. The highest-rated is Tower Bridge Financial and Insurance Solutions Inc with a 4.9-star rating from 111 verified reviews. Also in the top tier: AD Fiduciary Inc. and Edward Jones - Financial Advisor: Kelly J Shultz. The average rating across all listed financial advisors in Elk Grove is 4.8 stars from 13 reviews per business on average.
Financial advisors in Elk Grove typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Tower Bridge Financial and Insurance Solutions Inc
9300 W Stockton Blvd #210, Elk Grove, CA 95758, USA
AD Fiduciary Inc.
2228 Longport Ct #100, Elk Grove, CA 95758, USA
Edward Jones - Financial Advisor: Kelly J Shultz
9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758, USA
Financial Advisors Rankings in Elk Grove, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Tower Bridge Financial and Insurance Solutions Inc9300 W Stockton Blvd #210, Elk Grove, CA 95758, USA | 4.9★ | 111 |
| #2 | AD Fiduciary Inc.2228 Longport Ct #100, Elk Grove, CA 95758, USA | 4.7★ | 12 |
| #3 | Edward Jones - Financial Advisor: Kelly J Shultz9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758, USA | 5.0★ | 12 |
| #4 | U.S. Bancorp Advisors - Financial Advisors: Alejandro Garcia5000 Laguna Blvd, Elk Grove, CA 95758, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Aaron D Lockhart9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Mark A Thomas2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Katie L Gilbeau9075 Elk Grove Blvd Suite 140, Elk Grove, CA 95624, USA | 5.0★ | 2 |
| #8 | Edelman Financial Engines9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA | 5.0★ | 1 |
| #9 | Transamerica Financial Advisors, Inc.9355 E Stockton Blvd, Elk Grove, CA 95624, USA | 4.5★ | 2 |
| #10 | James Kline, SAFE Financial Services - East Elk GroveSFS Department, 9312 Elk Grove Blvd, Elk Grove, CA 95624, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Elk Grove
U.S. Bancorp Advisors - Financial Advisors: Alejandro Garcia
5000 Laguna Blvd, Elk Grove, CA 95758, USA
Edward Jones - Financial Advisor: Aaron D Lockhart
9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA
Edward Jones - Financial Advisor: Mark A Thomas
2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA
Edward Jones - Financial Advisor: Katie L Gilbeau
9075 Elk Grove Blvd Suite 140, Elk Grove, CA 95624, USA
Edelman Financial Engines
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
Transamerica Financial Advisors, Inc.
9355 E Stockton Blvd, Elk Grove, CA 95624, USA
James Kline, SAFE Financial Services - East Elk Grove
SFS Department, 9312 Elk Grove Blvd, Elk Grove, CA 95624, USA
Tido Financial Inc
9295 E Stockton Blvd #20, Elk Grove, CA 95624, USA
Edward Jones - Financial Advisor: Vidal Velez, CRPC™
2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA
Mark Sikich - Edelman Financial Engines
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
Halls Financial Planning
8788 Elk Grove Blvd B, Suite H, Elk Grove, CA 95624, USA
Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC
9245 Laguna Springs Dr #200, Elk Grove, CA 95758, USA
U.S. Bancorp Advisors - Financial Advisors: Elk Grove
5000 Laguna Blvd, Elk Grove, CA 95758, USA
Frank Avila, Wealth Advisor - Eagle Strategies
9280 W Stockton Blvd # 200, Elk Grove, CA 95758, USA
Justin Elliott - Financial Advisor, Ameriprise Financial Services, LLC
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
Edward Jones - Financial Advisor: Cliff G Xu, CRPC™
9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA
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Frequently Asked Questions — Financial Advisors in Elk Grove
What is a fiduciary financial advisor and why does it matter in Elk Grove?
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 Elk Grove, 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 Elk Grove?
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: May 17, 2026.
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