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Financial Advisors in Napa, CA — Free Estimates
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As of July 2026, RatingsNearMe ranks 19 financial advisors in Napa, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Sonoma Wealth Advisors with a 4.9-star rating from 32 Google reviews and an RNM Score of 76/100. Also in the top tier: American Financial and Vintage Wealth Advisors. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
5T Wealth, LLC
5T Wealth, LLC stands out as a top-ranked independent firm offering personalized, fiduciary-based financial planning tailored to high-net-worth clients in Napa.
Most Reviewed
Morgan Stanley Financial Advisors
A high review count indicates broad client experience and trust, helping consumers gauge service consistency and reputation.
When choosing a financial advisor in Napa, prioritize fiduciaries who are legally obligated to act in your best interest, and consider meeting with multiple firms to compare their approach to your specific financial goals.
Local Market Snapshot
19
Businesses listed
4.6★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a 4.9-star rating from 32 reviews.
539 Broadway Suite A, Sonoma, CA 95476, USATrusted by clients with a perfect 5.0-star rating from 8 reviews.
1300 1st St Suite 368, Napa, CA 94558, USATrusted Napa financial advisor with a perfect 5.0★ rating from 5 reviews.
513 Lincoln Ave, Napa, CA 94558, USAFinancial Advisors Rankings in Napa, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sonoma Wealth Advisors539 Broadway Suite A, Sonoma, CA 95476, USA | 4.9★ | 32 |
| #2 | American Financial1300 1st St Suite 368, Napa, CA 94558, USA | 5.0★ | 8 |
| #3 | Vintage Wealth Advisors513 Lincoln Ave, Napa, CA 94558, USA | 5.0★ | 5 |
| #4 | Edward Jones - Financial Advisor: Justin Gomez, CFP®|CPWA®|CIMA®1721 1st St, Napa, CA 94559, USA | 3.7★ | 3 |
| #5 | Napa, CA Branch Office - UBS Financial Services Inc.1455 1st St Suite 300, Napa, CA 94559, USA | 4.0★ | 1 |
| #6 | Charles Schwab935 Franklin St, Napa, CA 94559, USA | 4.2★ | 5 |
| #7 | David Marinoff - BancWest Investment Services Wealth Financial Advisor3300 Jefferson St, Napa, CA 94558, USA | 5.0★ | 1 |
| #8 | Napa Wealth Management1836 2nd St, Napa, CA 94559, USA | 5.0★ | 3 |
| #9 | Harvest Financial LLC1728 Jefferson St, Napa, CA 94559, USA | 4.0★ | 4 |
| #10 | Kuhlmann Associates Financial1455 1st St #215, Napa, CA 94559, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Napa
3.7 stars from 3 reviews, indicating mixed but generally positive client feedback.
1721 1st St, Napa, CA 94559, USA
Consistently rated 4.0 stars by clients on Google for financial guidance.
1455 1st St Suite 300, Napa, CA 94559, USA
Trusted by clients, with a solid 4.2-star rating from 5 Google reviews.
935 Franklin St, Napa, CA 94559, USA
Exceptional 5.0-star rating based on limited initial customer feedback.
3300 Jefferson St, Napa, CA 94558, USA
Rated 5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
1836 2nd St, Napa, CA 94559, USA
Trusted Napa financial advisor with a solid 4.0 rating from 4 Google reviews.
1728 Jefferson St, Napa, CA 94559, USA
Exceptional 5.0-star rating from a handful of Google reviews.
1455 1st St #215, Napa, CA 94559, USA
Consistently earns perfect 5.0-star ratings from its clients.
1795 3rd St, Napa, CA 94559, USA
A 2.3-star rating from 3 reviews suggests limited local feedback for this advisor.
595 Coombs St, Napa, CA 94559, USA
New to the area with no online reviews yet; contact for client references.
1543 3rd St, Napa, CA 94559, USA
Financial advisor in Napa with no customer ratings yet from zero Google reviews.
1030 Seminary St, Napa, CA 94559, USA
Trusted Napa financial advisor with a perfect 5.0-star rating from clients.
700 Main St Suite 315, Napa, CA 94559, USA
Rated 5.0 stars from 1 Google review.
700 Main St, Napa, CA 94559, USA
A financial advisor in Napa — not yet rated on Google.
1832 Soscol Ave Suite 106, Napa, CA 94559, USA
Highly rated financial advisor with a perfect 5.0 score from 2 client reviews.
554 Broadway, Sonoma, CA 95476, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
1455 1st St Suite 201, Napa, CA 94559, USA
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Financial Advisors in Napa, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sonoma Wealth Advisors | 76/100 | 4.9 ★ | 32 |
| 2 | American Financial | 82/100 | 5.0 ★ | 8 |
| 3 | Vintage Wealth Advisors | 80/100 | 5.0 ★ | 5 |
| 4 | Edward Jones - Financial Advisor: Justin Gomez, CFP®|CPWA®|CIMA® | 44/100 | 3.7 ★ | 3 |
| 5 | Napa, CA Branch Office - UBS Financial Services Inc. | 48/100 | 4.0 ★ | 1 |
| 6 | Charles Schwab | 66/100 | 4.2 ★ | 5 |
| 7 | David Marinoff - BancWest Investment Services Wealth Financial Advisor | 65/100 | 5.0 ★ | 1 |
| 8 | Napa Wealth Management | 69/100 | 5.0 ★ | 3 |
| 9 | Harvest Financial LLC | 62/100 | 4.0 ★ | 4 |
| 10 | Kuhlmann Associates Financial | 65/100 | 5.0 ★ | 1 |
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 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: July 4, 2026.
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