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As of May 2026, RatingsNearMe ranks 20 financial advisors in Vacaville, CA by verified customer ratings and review volume. The highest-rated is DMI Financial Solutions with a 4.9-star rating from 59 verified reviews. Also in the top tier: Citizens Financial and Stars & Sand Financial. The average rating across all listed financial advisors in Vacaville is 4.9 stars from 6 reviews per business on average.
Financial advisors in Vacaville 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
20
Businesses listed
4.9★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
DMI Financial Solutions
3069 Alamo Dr Suite 1107, Vacaville, CA 95687, USA
Citizens Financial
406 Main St suite e, Vacaville, CA 95688, USA
Stars & Sand Financial
201 E Monte Vista Ave Suite B, Vacaville, CA 95688, USA
Financial Advisors Rankings in Vacaville, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | DMI Financial Solutions3069 Alamo Dr Suite 1107, Vacaville, CA 95687, USA | 4.9★ | 59 |
| #2 | Citizens Financial406 Main St suite e, Vacaville, CA 95688, USA | 5.0★ | 11 |
| #3 | Stars & Sand Financial201 E Monte Vista Ave Suite B, Vacaville, CA 95688, USA | 5.0★ | 6 |
| #4 | LPL Financial-- Lennis P. Francis785 Alamo Dr # 190, Vacaville, CA 95688, USA | 5.0★ | 1 |
| #5 | Financial Celebrations190 S Orchard Ave # B240, Vacaville, CA 95688, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Jules Norton, AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Lacy A Senate, AAMS®600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #9 | Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC1360 Burton Dr STE 160, Vacaville, CA 95687, USA | 5.0★ | 2 |
| #10 | Merrill Investment & Retirement Financial Center150 Parker St, Vacaville, CA 95688, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Vacaville
Financial Celebrations
190 S Orchard Ave # B240, Vacaville, CA 95688, USA
Edward Jones - Financial Advisor: Jules Norton, AAMS®
805 N Lincoln St suite c, Dixon, CA 95620, USA
Edward Jones - Financial Advisor: Lacy A Senate, AAMS®
600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA
Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS®
805 N Lincoln St suite c, Dixon, CA 95620, USA
Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Merrill Investment & Retirement Financial Center
150 Parker St, Vacaville, CA 95688, USA
Tyler Financial
190 S Orchard Ave Suite C105, Vacaville, CA 95688, USA
MDG Legacy Advisors, Inc.
850 Merchant St # C, Vacaville, CA 95688, USA
Edward Jones - Financial Advisor: Brent E Terrill
555 Mason St Ste 110, Vacaville, CA 95688, USA
Edward Jones - Financial Advisor: Sean M O'Brien
600 E Main St Suite 101, Vacaville, CA 95688, USA
Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Edward Jones - Financial Advisor: Joe Jellison
600 E Main St Suite 101, Vacaville, CA 95688, USA
Diana Wei - Private Wealth Advisor, Ameriprise Financial Services, LLC
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Allegiance Financial
3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USA
Edward Jones - Financial Advisor: Boomer Donnell, CFP®|AFFP®
411 Davis St Ste 105, Vacaville, CA 95688, USA
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Frequently Asked Questions — Financial Advisors in Vacaville
What is a fiduciary financial advisor and why does it matter in Vacaville?
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 Vacaville, 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 Vacaville?
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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