Local Pros · Rancho Cordova
Local Financial Advisors in Rancho Cordova, CA
Locally owned and operated financial advisors serving Rancho Cordova and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Rancho Cordova, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Nicholas Pension Consultants, Inc with a 5.0-star rating from 134 Google reviews and an RNM Score of 97/100. Also in the top tier: ProsperPlan Wealth Financial Advisors and Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™. The average rating across all listed financial advisors in Rancho Cordova is 5 stars from 15 reviews per business on average.
Financial advisors in Rancho Cordova 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
American River Wealth Management
American River Wealth Management stands out for its comprehensive wealth planning services and strong local reputation in Rancho Cordova.
Most Reviewed
Edward Jones - Financial Advisor: Brian Casper, CFP®|CAP®
A higher number of reviews provides a more representative sample of client experiences, helping you assess consistency and reliability.
When choosing a financial advisor in Rancho Cordova, consider scheduling initial consultations with multiple firms to compare their approach, fees, and communication style. Look for advisors who hold CFP® certification and have experience with your specific financial goals.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
15
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 134 reviews, reflecting exceptional client trust and satisfaction.
10933 Trade Center Dr STE 100, Rancho Cordova, CA 95670, USAExceptional 5.0-star rating from 52 Google reviews for a local financial advisor.
2377 Gold Meadow Way #100, Gold River, CA 95670, USA5.0 stars from 21 reviews, reflecting exceptional client satisfaction.
11335 Gold Express Dr Suite 130, Gold River, CA 95670, USAFinancial Advisors Rankings in Rancho Cordova, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Nicholas Pension Consultants, Inc10933 Trade Center Dr STE 100, Rancho Cordova, CA 95670, USA | 5.0★ | 134 |
| #2 | ProsperPlan Wealth Financial Advisors2377 Gold Meadow Way #100, Gold River, CA 95670, USA | 5.0★ | 52 |
| #3 | Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™11335 Gold Express Dr Suite 130, Gold River, CA 95670, USA | 5.0★ | 21 |
| #4 | Robert J Roth - Private Wealth Advisor, Ameriprise Financial Services, LLC11341 Gold Express Dr Ste 110, Gold River, CA 95670, USA | 5.0★ | 1 |
| #5 | Zeller Kern Wealth Advisors2377 Gold Meadow Way #100, Gold River, CA 95670, USA | 5.0★ | 1 |
| #6 | LPL Financial - Dru A Torvend2724 Kilgore Rd Ste A, Rancho Cordova, CA 95670, USA | 5.0★ | 2 |
| #7 | Merrill Investment & Retirement Financial Center10607 Folsom Blvd, Rancho Cordova, CA 95670, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Brian Casper, CFP®|CAP®11249 Gold Country Blvd Unit 150, Gold River, CA 95670, USA | 5.0★ | 2 |
| #9 | Gold River Financial Planning Group - Ameriprise Financial Services, LLC11341 Gold Express Dr Ste 110, Gold River, CA 95670, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Ben Bolton, CFP®8002 California Ave, Fair Oaks, CA 95628, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Rancho Cordova
Exceptional 5.0-star rating from a small number of Google reviews.
11341 Gold Express Dr Ste 110, Gold River, CA 95670, USA
5.0 stars from Google reviews, reflecting exceptional client satisfaction.
2377 Gold Meadow Way #100, Gold River, CA 95670, USA
Trusted by clients with a perfect 5.0 rating from their first reviews.
2724 Kilgore Rd Ste A, Rancho Cordova, CA 95670, USA
No reviews yet for this Rancho Cordova financial advisor.
10607 Folsom Blvd, Rancho Cordova, CA 95670, USA
Consistently rated 5.0 stars across multiple client reviews.
11249 Gold Country Blvd Unit 150, Gold River, CA 95670, USA
Rated 5.0 stars from 1 Google review, offering trusted financial guidance in Rancho Cordova.
11341 Gold Express Dr Ste 110, Gold River, CA 95670, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
8002 California Ave, Fair Oaks, CA 95628, USA
5.0-star rating from one review in Rancho Cordova.
11249 Gold Country Blvd Unit 150, Gold River, CA 95670, USA
Exceptional 5.0-star rating from 7 Google reviews for a Rancho Cordova financial advisor.
3355 Data Dr, Rancho Cordova, CA 95670, USA
Rated 5.0 stars from 2 Google reviews for personalized financial guidance.
2377 Gold Meadow Way #100, Gold River, CA 95670, USA
Exceptional 5.0-star rating from 2 Google reviews for trusted financial guidance.
3100 Zinfandel Dr # 255, Rancho Cordova, CA 95670, USA
Earns a perfect 5.0-star rating from clients on Google reviews.
3100 Zinfandel Dr #280, Rancho Cordova, CA 95670, USA
No ratings yet; reviews will appear here once clients share their experience.
2724 Kilgore Rd Ste A, Rancho Cordova, CA 95670, USA
A Rancho Cordova financial advisor with no customer reviews yet on Google.
10940 White Rock Rd SUITE 210, Rancho Cordova, CA 95670, USA
Rated 5.0 stars from 2 Google reviews, this local financial advisor is highly recommended.
5207 Sunrise Blvd Ste 120, Fair Oaks, CA 95628, USA
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Financial Advisors in Rancho Cordova, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Nicholas Pension Consultants, Inc | 97/100 | 5.0 ★ | 134 |
| 2 | ProsperPlan Wealth Financial Advisors | 92/100 | 5.0 ★ | 52 |
| 3 | Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™ | 78/100 | 5.0 ★ | 21 |
| 4 | Robert J Roth - Private Wealth Advisor, Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 5 | Zeller Kern Wealth Advisors | 74/100 | 5.0 ★ | 1 |
| 6 | LPL Financial - Dru A Torvend | 76/100 | 5.0 ★ | 2 |
| 7 | Merrill Investment & Retirement Financial Center | 15/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Brian Casper, CFP®|CAP® | 68/100 | 5.0 ★ | 2 |
| 9 | Gold River Financial Planning Group - Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Ben Bolton, CFP® | 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 Rancho Cordova
What is a fiduciary financial advisor and why does it matter in Rancho Cordova?
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 Rancho Cordova, 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 Rancho Cordova?
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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