Near You · Woodland
Financial Advisors Near You in Woodland, CA
Find financial advisors close to you in Woodland. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Woodland, CA by verified customer ratings and review volume. The highest-rated is David Pinto - Financial Advisor, Ameriprise Financial Services, LLC with a 5.0-star rating from 2 verified reviews. Also in the top tier: Main Street Wealth Group and Ameriprise Financial Advisors. 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 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
5★
Avg rating
1
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
David Pinto - Financial Advisor, Ameriprise Financial Services, LLC
431 Cleveland St Ste 100, Woodland, CA 95695, USA
Main Street Wealth Group
431 Cleveland St, Woodland, CA 95695, USA
Ameriprise Financial Advisors
431 Cleveland St, Woodland, CA 95695, USA
Financial Advisors Rankings in Woodland, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | David Pinto - Financial Advisor, Ameriprise Financial Services, LLC431 Cleveland St Ste 100, Woodland, CA 95695, USA | 5.0★ | 2 |
| #2 | Main Street Wealth Group431 Cleveland St, Woodland, CA 95695, USA | 5.0★ | 2 |
| #3 | Ameriprise Financial Advisors431 Cleveland St, Woodland, CA 95695, USA | 5.0★ | 1 |
| #4 | Schmoekel Wealth Management712 Main St #202, Woodland, CA 95695, USA | 5.0★ | 2 |
| #5 | Diova Gray - Financial Advisor, Ameriprise Financial Services, LLC431 Cleveland St, Woodland, CA 95695, USA | 5.0★ | 1 |
| #6 | Jessica Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC431 Cleveland St Ste 100, Woodland, CA 95695, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Scott Z Matter, CFP®283 W Court St, Woodland, CA 95695, USA | 5.0★ | 1 |
| #8 | Edelman Financial Engines712 Main St #202, Woodland, CA 95695, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Tom Galeazzi, CFP®|AAMS®414 4th St B-2, Woodland, CA 95695, USA | — | — |
| #10 | Aaron Schmoekel - 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 May 2026
All Financial Advisors in Woodland
Schmoekel Wealth Management
712 Main St #202, Woodland, CA 95695, USA
Diova Gray - Financial Advisor, Ameriprise Financial Services, LLC
431 Cleveland St, Woodland, CA 95695, USA
Jessica Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
431 Cleveland St Ste 100, Woodland, CA 95695, USA
Edward Jones - Financial Advisor: Scott Z Matter, CFP®
283 W Court St, Woodland, CA 95695, USA
Edward Jones - Financial Advisor: Tom Galeazzi, CFP®|AAMS®
414 4th St B-2, Woodland, CA 95695, USA
Aaron Schmoekel - Edelman Financial Engines
712 Main St #202, Woodland, CA 95695, USA
Lucas Giordano - Private Wealth Advisor, Ameriprise Financial Services, LLC
431 Cleveland St Ste 100, Woodland, CA 95695, USA
Michael Rodegerdts - Private Wealth Advisor, Ameriprise Financial Services, LLC
431 Cleveland St Ste 100, Woodland, CA 95695, USA
U.S. Bancorp Advisors - Financial Advisors: Woodland
120 W Court St, Woodland, CA 95695, USA
Edward Jones - Financial Advisor: Jennifer L Ward, AAMS®|CRPC™
1100 Main St Suite 270, Woodland, CA 95695, USA
Edward Jones - Financial Advisor: Leah Roman
173 Court St, Woodland, CA 95695, USA
Edward Jones - Financial Advisor: Samuel Ruxton
283 W Court St, Woodland, CA 95695, USA
Edward Jones - Financial Advisor: Craig Miyamoto, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
1100 Main St Suite 330, Woodland, CA 95695, USA
Edward Jones - Financial Advisor: Kevin C Haarberg, CFP®|AAMS®
173 Court St, Woodland, CA 95695, USA
Katie Wilmot - Associate Financial Advisor, Ameriprise Financial Services, LLC
431 Cleveland St Ste 100, Woodland, CA 95695, USA
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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: May 17, 2026.
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