Near You · Napa
Financial Advisors Near You in Napa, CA
Find financial advisors close to you in Napa. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Napa, CA by verified customer ratings and review volume. The highest-rated is American Financial with a 5.0-star rating from 8 verified reviews. Also in the top tier: Vintage Wealth Advisors and Charles Schwab. The average rating across all listed financial advisors in Napa is 4.6 stars from 5 reviews per business on average.
Financial advisors in Napa 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
4.6★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Napa, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | American Financial1300 1st St Suite 368, Napa, CA 94558, USA | 5.0★ | 8 |
| #2 | Vintage Wealth Advisors513 Lincoln Ave, Napa, CA 94558, USA | 5.0★ | 5 |
| #3 | Charles Schwab935 Franklin St, Napa, CA 94559, USA | 4.2★ | 5 |
| #4 | Napa Wealth Management1836 2nd St, Napa, CA 94559, USA | 5.0★ | 3 |
| #5 | Napa, CA Branch Office - UBS Financial Services Inc.1455 1st St Suite 300, Napa, CA 94559, USA | 4.0★ | 1 |
| #6 | Soares Financial Inc1832 Soscol Ave Suite 106, Napa, CA 94559, USA | — | — |
| #7 | Wells Fargo Advisors1455 1st St Suite 201, Napa, CA 94559, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: John R Cowles554 Broadway, Sonoma, CA 95476, USA | 5.0★ | 2 |
| #9 | Napa Valley Financial1795 3rd St, Napa, CA 94559, USA | 5.0★ | 1 |
| #10 | David Marinoff - BancWest Investment Services Wealth Financial Advisor3300 Jefferson St, Napa, CA 94558, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Napa
Napa, CA Branch Office - UBS Financial Services Inc.
1455 1st St Suite 300, Napa, CA 94559, USA
Edward Jones - Financial Advisor: John R Cowles
554 Broadway, Sonoma, CA 95476, USA
David Marinoff - BancWest Investment Services Wealth Financial Advisor
3300 Jefferson St, Napa, CA 94558, USA
Edward Jones - Financial Advisor: Gary D Norman, AAMS®
1543 3rd St, Napa, CA 94559, USA
Mills Wealth Management
1030 Seminary St, Napa, CA 94559, USA
Sonoma Wealth Advisors
539 Broadway Suite A, Sonoma, CA 95476, USA
Morgan Stanley Financial Advisors
700 Main St Suite 315, Napa, CA 94559, USA
Merrill Lynch Wealth Management
700 Main St, Napa, CA 94559, USA
Edward Jones - Financial Advisor: Justin Gomez, CFP®|CPWA®|CIMA®
1721 1st St, Napa, CA 94559, USA
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Frequently Asked Questions — Financial Advisors in Napa
What is a fiduciary financial advisor and why does it matter in Napa?
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 Napa, 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 Napa?
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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