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Best Financial Advisors in Lincoln, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Lincoln, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Dareth C Luna, AAMS® with a 5.0-star rating from 1 Google reviews and an RNM Score of 65/100. Also in the top tier: Integrity Financial Group and Atherton Wealth Advisors Inc. The average rating across all listed financial advisors in Lincoln is 4.9 stars from 16 reviews per business on average.
Financial advisors in Lincoln typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
16
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0-star rating from 1 review, reflecting exceptional client satisfaction.
3706 Atherton Rd Suite 120, Rocklin, CA 95765, USAExceptional 5.0-star rating from three Google reviews for a Rocklin financial advisor.
5726 Lonetree Blvd, Rocklin, CA 95765, USANo reviews yet; check back for client experiences with this Rocklin financial advisor.
5854 Lonetree Blvd, Rocklin, CA 95765, USAFinancial Advisors Rankings in Lincoln, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Dareth C Luna, AAMS®3706 Atherton Rd Suite 120, Rocklin, CA 95765, USA | 5.0★ | 1 |
| #2 | Integrity Financial Group5726 Lonetree Blvd, Rocklin, CA 95765, USA | 5.0★ | 3 |
| #3 | Atherton Wealth Advisors Inc5854 Lonetree Blvd, Rocklin, CA 95765, USA | — | — |
| #4 | RFS Wealth Advisors4308 Live Oak Ln Suite B, Rocklin, CA 95765, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®6556 Lonetree Blvd Suite 100, Rocklin, CA 95765, USA | 5.0★ | 1 |
| #6 | Hunter Lowry, Financial Advisor915 Highland Pointe Dr, Roseville, CA 95678, USA | 5.0★ | 21 |
| #7 | South Placer Wealth Management Group3175 Sunset Blvd #102, Rocklin, CA 95677, USA | 4.0★ | 4 |
| #8 | Next Level Advisors508 Gibson Dr STE 240, Roseville, CA 95678, USA | 5.0★ | 1 |
| #9 | Delyon Wealth Management6801 Five Star Blvd STE A, Rocklin, CA 95677, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Pete McDonald4275 Rocklin Rd Suite A, Rocklin, CA 95677, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lincoln
No ratings yet; check back once client reviews are available.
4308 Live Oak Ln Suite B, Rocklin, CA 95765, USA
5.0-star rating from a small number of Google reviews in Rocklin.
6556 Lonetree Blvd Suite 100, Rocklin, CA 95765, USA
Earns a perfect 5.0-star rating from over 20 local Google reviews.
915 Highland Pointe Dr, Roseville, CA 95678, USA
Rocklin financial advisor with a solid 4.0-star rating based on 4 reviews.
3175 Sunset Blvd #102, Rocklin, CA 95677, USA
Boasts a perfect 5.0-star rating from early client reviews in Roseville.
508 Gibson Dr STE 240, Roseville, CA 95678, USA
Rocklin financial advisor with a perfect 5.0-star rating from 2 Google reviews.
6801 Five Star Blvd STE A, Rocklin, CA 95677, USA
Exceptional 5.0-star rating from a handful of Google reviews.
4275 Rocklin Rd Suite A, Rocklin, CA 95677, USA
Exceptional 5.0-star rating from five Google reviews in Roseville, CA.
970 Reserve Dr Suite 150, Roseville, CA 95678, USA
Exceptional 5.0-star rating from a handful of Google reviews.
970 Reserve Dr Suite 150, Roseville, CA 95678, USA
Rated 5.0 stars from 5 Google reviews, this Roseville financial advisor is highly recommended.
5 Sierra Gate Plaza #340, Roseville, CA 95678, USA
Exceptional 5.0-star rating from a small number of local client reviews.
300 Harding Blvd STE 115, Roseville, CA 95678, USA
Boasting a perfect 5.0-star rating from 15 glowing Google reviews.
300 Harding Blvd #218, Roseville, CA 95678, USA
Peace of mind with a perfect 5.0★ rating from local clients in Roseville.
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Top-rated Roseville financial advisor with a perfect 5.0-star rating from customer reviews.
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Roseville’s top-rated financial advisor with a perfect 5.0★ from over 100 reviews.
1380 Lead Hill Blvd STE 180, Roseville, CA 95661, USA
Top-rated Roseville financial advisor with a perfect 5.0-star rating from 82 reviews.
1540 Eureka Rd STE 103, Roseville, CA 95661, USA
A 5.0-star rating from 25 Google reviews reflects trusted financial guidance in Roseville.
1624 Santa Clara Dr Suite 160, Roseville, CA 95661, USA
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Financial Advisors in Lincoln, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Dareth C Luna, AAMS® | 65/100 | 5.0 ★ | 1 |
| 2 | Integrity Financial Group | 78/100 | 5.0 ★ | 3 |
| 3 | Atherton Wealth Advisors Inc | 15/100 | — | 0 |
| 4 | RFS Wealth Advisors | 15/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS® | 65/100 | 5.0 ★ | 1 |
| 6 | Hunter Lowry, Financial Advisor | 87/100 | 5.0 ★ | 21 |
| 7 | South Placer Wealth Management Group | 62/100 | 4.0 ★ | 4 |
| 8 | Next Level Advisors | 74/100 | 5.0 ★ | 1 |
| 9 | Delyon Wealth Management | 76/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Pete McDonald | 69/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Lincoln
What is a fiduciary financial advisor and why does it matter in Lincoln?
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 Lincoln, 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 Lincoln?
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: July 4, 2026.
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