Showing results near Lodi
We don't have financial advisors listed specifically in Lodi yet — these top-rated pros from Elk Grove serve your area and are available for calls and quotes today.
Highest Rated · Lodi
Top-Rated Financial Advisors in Lodi, CA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Lodi, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is James Kline, SAFE Financial Services - East Elk Grove with a 5.0-star rating from 4 Google reviews and an RNM Score of 79/100. Also in the top tier: Edward Jones - Financial Advisor: Katie L Gilbeau and Halls Financial Planning. The average rating across all listed financial advisors in Lodi is 4.9 stars from 12 reviews per business on average.
Financial advisors in Lodi 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
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from four Google reviews.
SFS Department, 9312 Elk Grove Blvd, Elk Grove, CA 95624, USARated 5.0 stars from two reviews, offering trusted financial guidance in Elk Grove.
9075 Elk Grove Blvd Suite 140, Elk Grove, CA 95624, USAExceptional 5.0-star rating from a handful of local Google reviews.
8788 Elk Grove Blvd B, Suite H, Elk Grove, CA 95624, USAFinancial Advisors Rankings in Lodi, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | James Kline, SAFE Financial Services - East Elk GroveSFS Department, 9312 Elk Grove Blvd, Elk Grove, CA 95624, USA | 5.0★ | 4 |
| #2 | Edward Jones - Financial Advisor: Katie L Gilbeau9075 Elk Grove Blvd Suite 140, Elk Grove, CA 95624, USA | 5.0★ | 2 |
| #3 | Halls Financial Planning8788 Elk Grove Blvd B, Suite H, Elk Grove, CA 95624, USA | 5.0★ | 3 |
| #4 | Transamerica Financial Advisors, Inc.9355 E Stockton Blvd, Elk Grove, CA 95624, USA | 4.5★ | 2 |
| #5 | Tido Financial Inc9295 E Stockton Blvd #20, Elk Grove, CA 95624, USA | 3.9★ | 11 |
| #6 | Tower Bridge Financial and Insurance Solutions Inc9300 W Stockton Blvd #210, Elk Grove, CA 95758, USA | 4.9★ | 111 |
| #7 | Edward Jones - Financial Advisor: Kelly J Shultz9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758, USA | 5.0★ | 12 |
| #8 | Frank Avila, Wealth Advisor - Eagle Strategies9280 W Stockton Blvd # 200, Elk Grove, CA 95758, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Cliff G Xu, CRPC™9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA | 5.0★ | 1 |
| #10 | Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC9245 Laguna Springs Dr #200, Elk Grove, CA 95758, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lodi
Rated 4.5 stars from 2 Google reviews, providing local financial guidance.
9355 E Stockton Blvd, Elk Grove, CA 95624, USA
Mixed 3.9-star rating from 11 reviews in Elk Grove, CA.
9295 E Stockton Blvd #20, Elk Grove, CA 95624, USA
Trusted by hundreds of clients with a flawless 4.9-star average rating.
9300 W Stockton Blvd #210, Elk Grove, CA 95758, USA
Rated 5.0 stars from 12 Google reviews by clients in Elk Grove.
9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758, USA
Rated 5.0 stars from 2 reviews, offering financial guidance in Elk Grove.
9280 W Stockton Blvd # 200, Elk Grove, CA 95758, USA
5.0 stars from multiple reviews, reflecting exceptional client satisfaction in Elk Grove.
9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA
No reviews yet for this Elk Grove financial advisor.
9245 Laguna Springs Dr #200, Elk Grove, CA 95758, USA
Top-rated financial advisor in Elk Grove with a perfect 5.0-star rating from clients.
9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA
No reviews yet; contact this Elk Grove financial advisor to learn about their services.
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
Rated 5.0 stars by customers in Elk Grove, with a handful of reviews.
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
Financial advisor in Elk Grove with no customer reviews yet on Google.
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
New to Google reviews, this Elk Grove financial advisor has no ratings yet.
5000 Laguna Blvd, Elk Grove, CA 95758, USA
A local financial advisor in Elk Grove with no online reviews yet.
5000 Laguna Blvd, Elk Grove, CA 95758, USA
Rated 4.7 stars from 12 Google reviews, offering trusted financial guidance in Elk Grove.
2228 Longport Ct #100, Elk Grove, CA 95758, USA
A 5.0-star rating from 4 Google reviews reflects exceptional client satisfaction.
2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA
This advisor has not yet received any Google reviews or ratings.
2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA
Earns a perfect 5.0-star rating from a handful of client reviews in Antioch.
O'Hara Ave, Oakley, CA 94561, USA
Get Free Quotes
We'll connect you with the top financial advisors in Lodi, CA.
Financial Advisors in Lodi, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | James Kline, SAFE Financial Services - East Elk Grove | 79/100 | 5.0 ★ | 4 |
| 2 | Edward Jones - Financial Advisor: Katie L Gilbeau | 68/100 | 5.0 ★ | 2 |
| 3 | Halls Financial Planning | 66/100 | 5.0 ★ | 3 |
| 4 | Transamerica Financial Advisors, Inc. | 67/100 | 4.5 ★ | 2 |
| 5 | Tido Financial Inc | 65/100 | 3.9 ★ | 11 |
| 6 | Tower Bridge Financial and Insurance Solutions Inc | 94/100 | 4.9 ★ | 111 |
| 7 | Edward Jones - Financial Advisor: Kelly J Shultz | 76/100 | 5.0 ★ | 12 |
| 8 | Frank Avila, Wealth Advisor - Eagle Strategies | 68/100 | 5.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Cliff G Xu, CRPC™ | 65/100 | 5.0 ★ | 1 |
| 10 | Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC | 7/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Lodi to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Lodi
What is a fiduciary financial advisor and why does it matter in Lodi?
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 Lodi, 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 Lodi?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Lodi
Related Searches
More ways to find financial advisors in Lodi
Financial Advisors in nearby cities