Top Picks · Woodland
Best Financial Advisors in Woodland, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Woodland, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Main Street Wealth Group with a 5.0-star rating from 2 Google reviews and an RNM Score of 76/100. Also in the top tier: David Pinto - Financial Advisor, Ameriprise Financial Services, LLC and Edward Jones - Financial Advisor: Kevin C Haarberg, CFP®|AAMS®. The average rating across all listed financial advisors in Woodland is 5 stars from 1 reviews per business on average.
Financial advisors in Woodland typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Kevin C Haarberg, CFP®|AAMS®
Kevin Haarberg holds both CFP® and AAMS® credentials, offering comprehensive financial planning and investment advice that sets him apart as a top-ranked advisor in Woodland.
Most Reviewed
Edward Jones - Financial Advisor: Kevin C Haarberg, CFP®|AAMS®
A high review count indicates a broad base of client experiences, helping you gauge consistent service quality and trustworthiness.
When choosing a financial advisor in Woodland, consider both credentials and client reviews to ensure the advisor’s expertise aligns with your financial goals. Meeting with multiple advisors can help you find the best fit for your personal situation.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
1
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating based on 2 Google reviews.
431 Cleveland St, Woodland, CA 95695, USAExceptional 5.0-star rating from recent local clients in Woodland.
431 Cleveland St Ste 100, Woodland, CA 95695, USAConsistently rated 5.0 stars across a handful of local Google reviews.
173 Court St, Woodland, CA 95695, USAFinancial Advisors Rankings in Woodland, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Main Street Wealth Group431 Cleveland St, Woodland, CA 95695, USA | 5.0★ | 2 |
| #2 | David Pinto - Financial Advisor, Ameriprise Financial Services, LLC431 Cleveland St Ste 100, Woodland, CA 95695, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: Kevin C Haarberg, CFP®|AAMS®173 Court St, Woodland, CA 95695, USA | 5.0★ | 2 |
| #4 | U.S. Bancorp Advisors - Financial Advisors: Woodland120 W Court St, Woodland, CA 95695, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Jennifer L Ward, AAMS®|CRPC™1100 Main St Suite 270, Woodland, CA 95695, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Leah Roman173 Court St, Woodland, CA 95695, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Samuel Ruxton283 W Court St, Woodland, CA 95695, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Craig Miyamoto, CFP®|ChFC®|CEPA®|AAMS®|CRPC™1100 Main St Suite 330, Woodland, CA 95695, USA | — | — |
| #9 | Schmoekel Wealth Management712 Main St #202, Woodland, CA 95695, USA | 5.0★ | 2 |
| #10 | Edelman Financial Engines712 Main St #202, Woodland, CA 95695, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Woodland
This financial advisor currently has no online customer reviews to share.
120 W Court St, Woodland, CA 95695, USA
No Google reviews yet, so no customer ratings are available for this advisor.
1100 Main St Suite 270, Woodland, CA 95695, USA
Rated 5.0 stars from a handful of Google reviews in Woodland, CA.
173 Court St, Woodland, CA 95695, USA
This financial advisor in Woodland has no online reviews yet to help guide your choice.
283 W Court St, Woodland, CA 95695, USA
This local financial advisor has not yet received any Google reviews or ratings.
1100 Main St Suite 330, Woodland, CA 95695, USA
Trusted Woodland financial advisor with a perfect 5.0-star rating from clients.
712 Main St #202, Woodland, CA 95695, USA
Trusted financial advisor in Woodland, CA with a perfect 5.0-star rating from clients.
712 Main St #202, Woodland, CA 95695, USA
5.0★ rated financial advisor in Woodland with strong client satisfaction.
431 Cleveland St, Woodland, CA 95695, USA
Exceptional 5.0-star rating from one Google review.
712 Main St #202, Woodland, CA 95695, USA
Exceptional 5.0-star rating based on a few Google reviews in Woodland, CA.
283 W Court St, Woodland, CA 95695, USA
This financial
414 4th St B-2, Woodland, CA 95695, USA
No ratings or reviews yet for this Woodland financial advisor.
431 Cleveland St Ste 100, Woodland, CA 95695, USA
This financial advisor has no Google reviews yet to help guide your decision.
431 Cleveland St Ste 100, Woodland, CA 95695, USA
Exceptional 5.0-star rating from multiple glowing customer reviews.
720 Court St #2444, Woodland, CA 95695, USA
This financial advisor has no customer reviews yet to base a rating on.
431 Cleveland St Ste 100, Woodland, CA 95695, USA
Trusted financial advisor in Woodland, CA with a perfect 5.0-star rating from clients.
431 Cleveland St, Woodland, CA 95695, USA
Currently unrated with no Google reviews to reference.
431 Cleveland St Ste 100, Woodland, CA 95695, USA
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Financial Advisors in Woodland, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Main Street Wealth Group | 76/100 | 5.0 ★ | 2 |
| 2 | David Pinto - Financial Advisor, Ameriprise Financial Services, LLC | 76/100 | 5.0 ★ | 2 |
| 3 | Edward Jones - Financial Advisor: Kevin C Haarberg, CFP®|AAMS® | 68/100 | 5.0 ★ | 2 |
| 4 | U.S. Bancorp Advisors - Financial Advisors: Woodland | 7/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Jennifer L Ward, AAMS®|CRPC™ | 7/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Leah Roman | 65/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Samuel Ruxton | 7/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Craig Miyamoto, CFP®|ChFC®|CEPA®|AAMS®|CRPC™ | 7/100 | — | 0 |
| 9 | Schmoekel Wealth Management | 64/100 | 5.0 ★ | 2 |
| 10 | Edelman Financial Engines | 65/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Woodland
What is a fiduciary financial advisor and why does it matter in Woodland?
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 Woodland, 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 Woodland?
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: July 4, 2026.
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