Local Pros · Rocklin
Local Financial Advisors in Rocklin, CA
Locally owned and operated financial advisors serving Rocklin and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 8 financial advisors in Rocklin, CA by verified customer ratings and review volume. The highest-rated is Integrity Financial Group with a 5.0-star rating from 3 verified reviews. Also in the top tier: Delyon Wealth Management and Edward Jones - Financial Advisor: Pete McDonald. The average rating across all listed financial advisors in Rocklin is 4.8 stars from 2 reviews per business on average.
Financial advisors in Rocklin 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
8
Businesses listed
4.8★
Avg rating
2
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Integrity Financial Group
5726 Lonetree Blvd, Rocklin, CA 95765, USA
Delyon Wealth Management
6801 Five Star Blvd STE A, Rocklin, CA 95677, USA
Edward Jones - Financial Advisor: Pete McDonald
4275 Rocklin Rd Suite A, Rocklin, CA 95677, USA
Financial Advisors Rankings in Rocklin, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Integrity Financial Group5726 Lonetree Blvd, Rocklin, CA 95765, USA | 5.0★ | 3 |
| #2 | Delyon Wealth Management6801 Five Star Blvd STE A, Rocklin, CA 95677, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: Pete McDonald4275 Rocklin Rd Suite A, Rocklin, CA 95677, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Dareth C Luna, AAMS®3706 Atherton Rd Suite 120, Rocklin, CA 95765, USA | 5.0★ | 1 |
| #5 | RFS Wealth Advisors4308 Live Oak Ln Suite B, Rocklin, CA 95765, USA | — | — |
| #6 | Atherton Wealth Advisors Inc5854 Lonetree Blvd, Rocklin, CA 95765, USA | — | — |
| #7 | South Placer Wealth Management Group3175 Sunset Blvd #102, Rocklin, CA 95677, USA | 4.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®6556 Lonetree Blvd Suite 100, Rocklin, CA 95765, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rocklin
Edward Jones - Financial Advisor: Dareth C Luna, AAMS®
3706 Atherton Rd Suite 120, Rocklin, CA 95765, USA
RFS Wealth Advisors
4308 Live Oak Ln Suite B, Rocklin, CA 95765, USA
Atherton Wealth Advisors Inc
5854 Lonetree Blvd, Rocklin, CA 95765, USA
South Placer Wealth Management Group
3175 Sunset Blvd #102, Rocklin, CA 95677, USA
Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®
6556 Lonetree Blvd Suite 100, Rocklin, CA 95765, USA
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Frequently Asked Questions — Financial Advisors in Rocklin
What is a fiduciary financial advisor and why does it matter in Rocklin?
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 Rocklin, 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 Rocklin?
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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