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Licensed · Benicia
Licensed & Insured Financial Advisors in Benicia, CA
Every financial advisors listed here carries proper licensing and insurance in CA. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Benicia, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Ken Casper, CFP® with a 4.0-star rating from 3 Google reviews and an RNM Score of 49/100. Also in the top tier: Lobdell & Lane Wealth Management and Edward Jones - Financial Advisor: Joseph Wilder, CPWA®. The average rating across all listed financial advisors in Benicia is 4.5 stars from 36 reviews per business on average.
Financial advisors in Benicia 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.
Local Market Snapshot
20
Businesses listed
4.5★
Avg rating
36
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
This advisor holds a solid 4.0-star rating based on a few local reviews.
555 First St Ste 104, Benicia, CA 94510, USAVallejo financial advisor with a perfect 5.0-star rating from early client reviews.
831 E 2nd St Suite 101, Benicia, CA 94510, USATrusted by clients, this Vallejo financial advisor holds a perfect 5.0-star rating.
1017 First St, Benicia, CA 94510, USAFinancial Advisors Rankings in Benicia, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Ken Casper, CFP®555 First St Ste 104, Benicia, CA 94510, USA | 4.0★ | 3 |
| #2 | Lobdell & Lane Wealth Management831 E 2nd St Suite 101, Benicia, CA 94510, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Joseph Wilder, CPWA®1017 First St, Benicia, CA 94510, USA | 5.0★ | 1 |
| #4 | Bridget Harkins, CFP - Wheels Up Wealth, Inc.250 E L St #66, Benicia, CA 94510, USA | 4.0★ | 1 |
| #5 | Merrill Investment & Retirement Financial Center21 Springstowne Center, Vallejo, CA 94591, USA | — | — |
| #6 | Wells Fargo Advisors1702 Tennessee St, Vallejo, CA 94590, USA | 5.0★ | 1 |
| #7 | Utopia Property Management | Vallejo, CA1209 Tennessee St, Vallejo, CA 94590, USA | 4.8★ | 294 |
| #8 | OneMain Financial125 Plaza Dr #411, Vallejo, CA 94591, USA | 4.8★ | 21 |
| #9 | Crestline Financial320 Arkansas St, Vallejo, CA 94590, USA | 4.2★ | 5 |
| #10 | World Financial Group Inc2280 Diamond Blvd #350, Concord, CA 94520, USA | 3.5★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Benicia
Rated 4.0 stars from a handful of local Google reviews.
250 E L St #66, Benicia, CA 94510, USA
No reviews yet for this Vallejo financial advisor.
21 Springstowne Center, Vallejo, CA 94591, USA
5.0-star rating from a handful of Google reviews in Vallejo.
1702 Tennessee St, Vallejo, CA 94590, USA
Trusted by 294 clients, this Vallejo financial advisor maintains a stellar 4.8-star rating.
1209 Tennessee St, Vallejo, CA 94590, USA
Trusted by clients, maintaining a stellar 4.8-star rating from over 20 reviews.
125 Plaza Dr #411, Vallejo, CA 94591, USA
Trusted by clients with a solid 4.2-star rating from 5 reviews.
320 Arkansas St, Vallejo, CA 94590, USA
Mixed 3.5-star rating from 2 Google reviews suggests varied client experiences.
2280 Diamond Blvd #350, Concord, CA 94520, USA
Financial advisor in Concord, CA with no customer reviews on Google yet.
1001 Galaxy Way Suite 203, Concord, CA 94520, USA
This financial advisor in Vallejo has not yet received any Google reviews or ratings.
51 Daniels Ave, Vallejo, CA 94590, USA
New business with no customer reviews yet in Concord, CA.
1053 Sunvalley Blvd, Concord, CA 94520, USA
Praised by clients, this Concord financial advisor holds a flawless 5.0-star rating from 11 reviews.
1333 Willow Pass Rd # 212, Concord, CA 94520, USA
A local financial advisor in Concord, CA with no online reviews yet.
1390 Willow Pass Rd #900, Concord, CA 94520, USA
This financial advisor has no Google reviews yet, so client feedback is unavailable.
1390 Willow Pass Rd # 930, Concord, CA 94520, USA
Consistently earns perfect 5.0-star ratings from dozens of local client reviews.
1390 Willow Pass Rd Suite 1040, Concord, CA 94520, USA
Earned a perfect 5.0-star rating from over 140 local Google reviews.
1390 Willow Pass Rd Suite #960, Concord, CA 94520, USA
A local financial advisor with a 2.0-star average from 4 Google reviews.
1320 Willow Pass Rd Fl 6th, Concord, CA 94520, USA
Exceptional 5.0-star rating based on 3 Google reviews in Vallejo.
1508 San Pablo Ave, Pinole, CA 94564, USA
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Financial Advisors in Benicia, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Ken Casper, CFP® | 49/100 | 4.0 ★ | 3 |
| 2 | Lobdell & Lane Wealth Management | 62/100 | 5.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: Joseph Wilder, CPWA® | 62/100 | 5.0 ★ | 1 |
| 4 | Bridget Harkins, CFP - Wheels Up Wealth, Inc. | 45/100 | 4.0 ★ | 1 |
| 5 | Merrill Investment & Retirement Financial Center | 3/100 | — | 0 |
| 6 | Wells Fargo Advisors | 62/100 | 5.0 ★ | 1 |
| 7 | Utopia Property Management | Vallejo, CA | 85/100 | 4.8 ★ | 294 |
| 8 | OneMain Financial | 72/100 | 4.8 ★ | 21 |
| 9 | Crestline Financial | 54/100 | 4.2 ★ | 5 |
| 10 | World Financial Group Inc | 39/100 | 3.5 ★ | 2 |
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 Benicia
What is a fiduciary financial advisor and why does it matter in Benicia?
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 Benicia, 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 Benicia?
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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