Near You · Vallejo
Financial Advisors Near You in Vallejo, CA
Find financial advisors close to you in Vallejo. All results are sorted by proximity and rated by real local customers.
As of June 2026, RatingsNearMe ranks 13 financial advisors in Vallejo, CA by verified customer ratings and review volume. The highest-rated is Utopia Property Management | Vallejo, CA with a 4.8-star rating from 294 verified reviews. Also in the top tier: OneMain Financial and Leandro Luis Garc Munoz: Primerica - Financial Services. The average rating across all listed financial advisors in Vallejo is 4.7 stars from 31 reviews per business on average.
Financial advisors in Vallejo typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
13
Businesses listed
4.7★
Avg rating
31
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Utopia Property Management | Vallejo, CA
1209 Tennessee St, Vallejo, CA 94590, USA
OneMain Financial
125 Plaza Dr #411, Vallejo, CA 94591, USA
Leandro Luis Garc Munoz: Primerica - Financial Services
3433 Broadway Suite B4, American Canyon, CA 94503, USA
Financial Advisors Rankings in Vallejo, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Utopia Property Management | Vallejo, CA1209 Tennessee St, Vallejo, CA 94590, USA | 4.8★ | 294 |
| #2 | OneMain Financial125 Plaza Dr #411, Vallejo, CA 94591, USA | 4.8★ | 21 |
| #3 | Leandro Luis Garc Munoz: Primerica - Financial Services3433 Broadway Suite B4, American Canyon, CA 94503, USA | 5.0★ | 7 |
| #4 | Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC51 Daniels Ave, Vallejo, CA 94590, USA | — | — |
| #5 | Merrill Investment & Retirement Financial Center21 Springstowne Center, Vallejo, CA 94591, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Joseph Wilder, CPWA®1017 First St, Benicia, CA 94510, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Ken Casper, CFP®555 First St Ste 104, Benicia, CA 94510, USA | 4.0★ | 3 |
| #8 | Lobdell & Lane Wealth Management831 E 2nd St Suite 101, Benicia, CA 94510, USA | 5.0★ | 1 |
| #9 | Wells Fargo Advisors1702 Tennessee St, Vallejo, CA 94590, USA | 5.0★ | 1 |
| #10 | Crestline Financial320 Arkansas St, Vallejo, CA 94590, USA | 4.2★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Vallejo
Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC
51 Daniels Ave, Vallejo, CA 94590, USA
Merrill Investment & Retirement Financial Center
21 Springstowne Center, Vallejo, CA 94591, USA
Edward Jones - Financial Advisor: Joseph Wilder, CPWA®
1017 First St, Benicia, CA 94510, USA
Edward Jones - Financial Advisor: Ken Casper, CFP®
555 First St Ste 104, Benicia, CA 94510, USA
Lobdell & Lane Wealth Management
831 E 2nd St Suite 101, Benicia, CA 94510, USA
Wells Fargo Advisors
1702 Tennessee St, Vallejo, CA 94590, USA
Crestline Financial
320 Arkansas St, Vallejo, CA 94590, USA
Bridget Harkins, CFP - Wheels Up Wealth, Inc.
250 E L St #66, Benicia, CA 94510, USA
Kendall Financial Services
1508 San Pablo Ave, Pinole, CA 94564, USA
Thomas Normand Brousseau: Primerica - Financial Services
3433 Broadway Suite B4, American Canyon, CA 94503, USA
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Frequently Asked Questions — Financial Advisors in Vallejo
What is a fiduciary financial advisor and why does it matter in Vallejo?
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 Vallejo, 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 Vallejo?
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: June 1, 2026.
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