Top Picks · Vallejo
Best Financial Advisors in Vallejo, CA
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As of June 2026, RatingsNearMe ranks 13 financial advisors in Vallejo, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Utopia Property Management | Vallejo, CA with a 4.8-star rating from 294 Google reviews and an RNM Score of 85/100. 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 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Vallejo, CA is home to a variety of financial advisor services to help individuals and families with investment planning, retirement strategies, and other financial needs. Consumers should look for advisors with relevant certifications and experience when searching for a local financial advisor.
- ✓Vallejo has several established wealth management and financial advisory firms
- ✓Advisors offer services such as investment management, retirement planning, and tax strategies
- ✓Consumers should research an advisor's credentials, fees, and approach before selecting a provider
Best Overall
Edward Jones - Financial Advisor: Ken Casper, CFP®
Ken Casper stands out as the top-ranked advisor due to his CFP® certification and strong reputation for personalized financial planning in Vallejo.
Most Reviewed
Edward Jones - Financial Advisor: Ken Casper, CFP®
A high number of reviews indicates broad client experience and trust, helping consumers gauge service consistency.
When choosing a financial advisor in Vallejo, verify their credentials and fee structure, and consider scheduling initial consultations with multiple advisors to find the best fit for your financial goals.
How to Choose a Financial Advisor in Vallejo
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Vallejo area
- • Fee-only compensation structure rather than commission-based
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • How do you get paid, and what are your fees?
- • Can you provide references from current Vallejo-based clients?
Red flags
- ⚠ Overly aggressive or high-pressure sales tactics
- ⚠ Lack of transparency about fees and compensation
- ⚠ Recommending investments that seem too good to be true
In California, financial advisors must be registered with the state's Department of Financial Protection and Innovation and hold the appropriate licenses, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
13
Businesses listed
4.7★
Avg rating
31
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Trusted by 294 clients, this Vallejo financial advisor maintains a stellar 4.8-star rating.
1209 Tennessee St, Vallejo, CA 94590, USAFinancial 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
51 Daniels Ave, Vallejo, CA 94590, USA
21 Springstowne Center, Vallejo, CA 94591, USA
1017 First St, Benicia, CA 94510, USA
555 First St Ste 104, Benicia, CA 94510, USA
831 E 2nd St Suite 101, Benicia, CA 94510, USA
250 E L St #66, Benicia, CA 94510, USA
3433 Broadway Suite B4, American Canyon, CA 94503, USA
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Financial Advisors in Vallejo, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Utopia Property Management | Vallejo, CA | 85/100 | 4.8 ★ | 294 |
| 2 | OneMain Financial | 72/100 | 4.8 ★ | 21 |
| 3 | Leandro Luis Garc Munoz: Primerica - Financial Services | 70/100 | 5.0 ★ | 7 |
| 4 | Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 5 | Merrill Investment & Retirement Financial Center | 3/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Joseph Wilder, CPWA® | 62/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Ken Casper, CFP® | 49/100 | 4.0 ★ | 3 |
| 8 | Lobdell & Lane Wealth Management | 62/100 | 5.0 ★ | 1 |
| 9 | Wells Fargo Advisors | 62/100 | 5.0 ★ | 1 |
| 10 | Crestline Financial | 54/100 | 4.2 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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 9, 2026.
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