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Same-Day Financial Advisors in Dixon, CA
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Dixon, 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: Jules Norton, AAMS® with a 5.0-star rating from 1 Google reviews and an RNM Score of 65/100. Also in the top tier: Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS® and Allegiance Financial. The average rating across all listed financial advisors in Dixon is 4.7 stars from 3 reviews per business on average.
Financial advisors in Dixon 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
4.7★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Offers financial guidance in Vacaville with a perfect 5.0-star rating from clients.
805 N Lincoln St suite c, Dixon, CA 95620, USAA trusted Vacaville financial advisor with a perfect 5.0-star rating from clients.
805 N Lincoln St suite c, Dixon, CA 95620, USAA local financial advisor in Vacaville with no online reviews yet.
3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USAFinancial Advisors Rankings in Dixon, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jules Norton, AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #3 | Allegiance Financial3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USA | — | — |
| #4 | Elizabeth Dean Fiduciary Services424 2nd St A, Davis, CA 95616, USA | 4.5★ | 2 |
| #5 | Bayhill Advisors105 E St, Davis, CA 95616, USA | 5.0★ | 1 |
| #6 | Charles Schwab508 2nd St #110, Davis, CA 95616, USA | 3.0★ | 10 |
| #7 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC2338 Lassen Pl, Davis, CA 95616, USA | — | — |
| #8 | Archer Pointe Wealth Management231 D St D, Davis, CA 95616, USA | — | — |
| #9 | Chamberlain Financial Planning & Wealth Management231 D St B, Davis, CA 95616, USA | — | — |
| #10 | Merrill Investment & Retirement Financial Center325 E St, Davis, CA 95616, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Dixon
4.5 stars from 2 reviews, indicating strong early client satisfaction.
424 2nd St A, Davis, CA 95616, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
105 E St, Davis, CA 95616, USA
A Davis financial advisor with a 3.0-star rating based on 10 Google reviews.
508 2nd St #110, Davis, CA 95616, USA
A new financial advisor in Davis with no customer reviews yet.
2338 Lassen Pl, Davis, CA 95616, USA
A new financial advisor in Davis, CA, with no client reviews yet.
231 D St D, Davis, CA 95616, USA
A new financial advisor in Davis with no client reviews yet.
231 D St B, Davis, CA 95616, USA
A financial advisor in Davis, CA with no online reviews yet to guide your choice.
325 E St, Davis, CA 95616, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
503 4th St Ste A, Davis, CA 95616, USA
No ratings yet; no reviews available for this local advisor.
304 F St, Davis, CA 95616, USA
A 5.0-star rating from a single Google review highlights exceptional early client satisfaction.
340 F St, Davis, CA 95616, USA
Trusted by clients with a strong 4.7-star rating from 14 reviews.
712 5th St Suite A, Davis, CA 95616, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1947 Galileo Ct #102, Davis, CA 95618, USA
This financial advisor in Davis has no customer reviews yet for you to consider.
750 F St Ste 3, Davis, CA 95616, USA
Exceptional 5.0-star rating from one client review in Vacaville.
600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA
Independent financial advisor in Vacaville, CA, with no online reviews yet.
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Exceptional 5.0-star rating from two Google reviews for financial advising in Vacaville.
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
This financial advisor in Vacaville has no customer reviews yet to help inform your choice.
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
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Financial Advisors in Dixon, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Jules Norton, AAMS® | 65/100 | 5.0 ★ | 1 |
| 2 | Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS® | 65/100 | 5.0 ★ | 1 |
| 3 | Allegiance Financial | 15/100 | — | 0 |
| 4 | Elizabeth Dean Fiduciary Services | 59/100 | 4.5 ★ | 2 |
| 5 | Bayhill Advisors | 62/100 | 5.0 ★ | 1 |
| 6 | Charles Schwab | 49/100 | 3.0 ★ | 10 |
| 7 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 8 | Archer Pointe Wealth Management | 15/100 | — | 0 |
| 9 | Chamberlain Financial Planning & Wealth Management | 3/100 | — | 0 |
| 10 | Merrill Investment & Retirement Financial Center | 15/100 | — | 0 |
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 Dixon
What is a fiduciary financial advisor and why does it matter in Dixon?
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 Dixon, 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 Dixon?
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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