Financial advisors in Napa, CA

167 advisors · page 1 of 6

Earl Knecht
Financial advisor at Knecht Capital Management, LLC
Knecht Capital Management, LLC · $116M AUM
CFP®VerifiedFinancial planning
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Eileen Loustau
Financial advisor at Asti Financial Management
Asti Financial Management
CFP®VerifiedFinancial planning
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Eva Soares
Financial advisor at Soares Financial, Inc.
Soares Financial, Inc. · $21M AUM
CFP®VerifiedFinancial planning
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George McCuen
Financial advisor at The Mather Group, LLC
The Mather Group, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
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Hugh Phillips
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
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Jacqueline Worstell
Financial advisor at Brooklyn Fi, LLC
Brooklyn Fi, LLC · $563.1M AUM
CFP®VerifiedFinancial planning
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James Urda
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Janet Mlynar
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John Liles
Financial advisor at John H. Liles, CFP
John H. Liles, CFP · $40.7M AUM
CFP®VerifiedFinancial planning
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Justin Gomez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Kathryn Fitzgerald
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Mark Hill
Financial advisor at Dedora Capital, Inc.
Dedora Capital, Inc. · $550.7M AUM
CFP®VerifiedFinancial planning
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Mark Richmond
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Melanie Whitehead
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Pamela Thompson
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Paul Dedora
Financial advisor at Dedora Capital, Inc.
Dedora Capital, Inc. · $550.7M AUM
CFP®VerifiedFinancial planning
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Phillip Cordano
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Richard Barry
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Sean Scruby
Financial advisor at Olde World Investments
Olde World Investments · $175K AUM
CFP®VerifiedFinancial planning
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Sharon Khan
Financial advisor at Dedora Capital, Inc.
Dedora Capital, Inc. · $550.7M AUM
CFP®VerifiedFinancial planning
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Steven Peterson
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Stewart Viets
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Tonya West
Financial advisor at The Mather Group, LLC
The Mather Group, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
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Tracy Schmuhl
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Alec Umutyan
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Alison Russell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Amy Knopka
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Angela Denna
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Annika Erickson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Ashlee Whittemore
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Napa, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Napa, CA.

How this list works

Before you hire an advisor in Napa, CA