Highest Rated · Rancho Cordova
Top-Rated Financial Advisors in Rancho Cordova, CA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Rancho Cordova, CA by verified customer ratings and review volume. The highest-rated is Nicholas Pension Consultants, Inc with a 5.0-star rating from 134 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
15
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Nicholas Pension Consultants, Inc
10933 Trade Center Dr STE 100, Rancho Cordova, CA 95670, USA
ProsperPlan Wealth Financial Advisors
2377 Gold Meadow Way #100, Gold River, CA 95670, USA
Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™
11335 Gold Express Dr Suite 130, Gold River, CA 95670, USA
Financial 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 | Edward Jones - Financial Advisor: Julie A Granja, CFP®11249 Gold Country Blvd Unit 150, Gold River, CA 95670, USA | 5.0★ | 1 |
| #6 | Buck Wealth Management, Inc.5207 Sunrise Blvd Ste 120, Fair Oaks, CA 95628, USA | 5.0★ | 2 |
| #7 | Merrill Investment & Retirement Financial Center10607 Folsom Blvd, Rancho Cordova, CA 95670, USA | — | — |
| #8 | Zeller Kern Wealth Advisors2377 Gold Meadow Way #100, Gold River, CA 95670, USA | 5.0★ | 1 |
| #9 | LPL Financial - Dru A Torvend2724 Kilgore Rd Ste A, Rancho Cordova, CA 95670, USA | 5.0★ | 2 |
| #10 | Gold River Financial Planning Group - Ameriprise Financial Services, LLC11341 Gold Express Dr Ste 110, Gold River, CA 95670, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rancho Cordova
Robert J Roth - Private Wealth Advisor, Ameriprise Financial Services, LLC
11341 Gold Express Dr Ste 110, Gold River, CA 95670, USA
Edward Jones - Financial Advisor: Julie A Granja, CFP®
11249 Gold Country Blvd Unit 150, Gold River, CA 95670, USA
Buck Wealth Management, Inc.
5207 Sunrise Blvd Ste 120, Fair Oaks, CA 95628, USA
Merrill Investment & Retirement Financial Center
10607 Folsom Blvd, Rancho Cordova, CA 95670, USA
Zeller Kern Wealth Advisors
2377 Gold Meadow Way #100, Gold River, CA 95670, USA
LPL Financial - Dru A Torvend
2724 Kilgore Rd Ste A, Rancho Cordova, CA 95670, USA
Gold River Financial Planning Group - Ameriprise Financial Services, LLC
11341 Gold Express Dr Ste 110, Gold River, CA 95670, USA
American River Wealth Management
3100 Zinfandel Dr # 255, Rancho Cordova, CA 95670, USA
Three Oaks Wealth
2377 Gold Meadow Way #100, Gold River, CA 95670, USA
Vonderwerth Financial Services
3100 Zinfandel Dr #280, Rancho Cordova, CA 95670, USA
Hometown Advisors, Inc.
2724 Kilgore Rd Ste A, Rancho Cordova, CA 95670, USA
Rehoboth Financial Planning
10940 White Rock Rd SUITE 210, Rancho Cordova, CA 95670, USA
Edward Jones - Financial Advisor: Brian Casper, CFP®|CAP®
11249 Gold Country Blvd Unit 150, Gold River, CA 95670, USA
Edward Jones - Financial Advisor: Ben Bolton, CFP®
8002 California Ave, Fair Oaks, CA 95628, USA
Get Free Quotes
We'll connect you with the top financial advisors in Rancho Cordova, CA.
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.
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: May 17, 2026.
More Home Services in Rancho Cordova
Related Searches
More ways to find financial advisors in Rancho Cordova
Financial Advisors in nearby cities