Top Picks · Rocklin
Best Financial Advisors in Rocklin, CA
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As of July 2026, RatingsNearMe ranks 8 financial advisors in Rocklin, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Integrity Financial Group with a 5.0-star rating from 3 Google reviews and an RNM Score of 78/100. Also in the top tier: Delyon Wealth Management and Edward Jones - Financial Advisor: Pete McDonald. The average rating across all listed financial advisors in Rocklin is 4.8 stars from 2 reviews per business on average.
Financial advisors in Rocklin 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
Integrity Financial Group
Integrity Financial Group stands out as the top-ranked advisor in Rocklin due to its strong reputation and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®
A high review count often reflects a broad base of client trust and consistent service quality, making it a reliable indicator for prospective clients.
When choosing a financial advisor in Rocklin, consider both the advisor's expertise and client feedback; meeting with multiple advisors can help you find the best fit for your financial goals.
Local Market Snapshot
8
Businesses listed
4.8★
Avg rating
2
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from three Google reviews for a Rocklin financial advisor.
5726 Lonetree Blvd, Rocklin, CA 95765, USARocklin financial advisor with a perfect 5.0-star rating from 2 Google reviews.
6801 Five Star Blvd STE A, Rocklin, CA 95677, USAExceptional 5.0-star rating from a handful of Google reviews.
4275 Rocklin Rd Suite A, Rocklin, CA 95677, USAFinancial Advisors Rankings in Rocklin, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Integrity Financial Group5726 Lonetree Blvd, Rocklin, CA 95765, USA | 5.0★ | 3 |
| #2 | Delyon Wealth Management6801 Five Star Blvd STE A, Rocklin, CA 95677, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: Pete McDonald4275 Rocklin Rd Suite A, Rocklin, CA 95677, USA | 5.0★ | 3 |
| #4 | South Placer Wealth Management Group3175 Sunset Blvd #102, Rocklin, CA 95677, USA | 4.0★ | 4 |
| #5 | Atherton Wealth Advisors Inc5854 Lonetree Blvd, Rocklin, CA 95765, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Dareth C Luna, AAMS®3706 Atherton Rd Suite 120, Rocklin, CA 95765, USA | 5.0★ | 1 |
| #7 | RFS Wealth Advisors4308 Live Oak Ln Suite B, Rocklin, CA 95765, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®6556 Lonetree Blvd Suite 100, Rocklin, CA 95765, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Rocklin
Rocklin financial advisor with a solid 4.0-star rating based on 4 reviews.
3175 Sunset Blvd #102, Rocklin, CA 95677, USA
No reviews yet; check back for client experiences with this Rocklin financial advisor.
5854 Lonetree Blvd, Rocklin, CA 95765, USA
5.0-star rating from 1 review, reflecting exceptional client satisfaction.
3706 Atherton Rd Suite 120, Rocklin, CA 95765, USA
No ratings yet; check back once client reviews are available.
4308 Live Oak Ln Suite B, Rocklin, CA 95765, USA
5.0-star rating from a small number of Google reviews in Rocklin.
6556 Lonetree Blvd Suite 100, Rocklin, CA 95765, USA
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Financial Advisors in Rocklin, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Integrity Financial Group | 78/100 | 5.0 ★ | 3 |
| 2 | Delyon Wealth Management | 76/100 | 5.0 ★ | 2 |
| 3 | Edward Jones - Financial Advisor: Pete McDonald | 69/100 | 5.0 ★ | 3 |
| 4 | South Placer Wealth Management Group | 62/100 | 4.0 ★ | 4 |
| 5 | Atherton Wealth Advisors Inc | 15/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Dareth C Luna, AAMS® | 65/100 | 5.0 ★ | 1 |
| 7 | RFS Wealth Advisors | 15/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS® | 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 Rocklin
What is a fiduciary financial advisor and why does it matter in Rocklin?
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 Rocklin, 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 Rocklin?
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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