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Financial Advisors in Vacaville, CA — Free Estimates
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Vacaville, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is DMI Financial Solutions with a 4.9-star rating from 59 Google reviews and an RNM Score of 91/100. Also in the top tier: Citizens Financial and Stars & Sand Financial. The average rating across all listed financial advisors in Vacaville is 4.9 stars from 6 reviews per business on average.
Financial advisors in Vacaville 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
Edward Jones - Financial Advisor: Brent E Terrill
Recognized for exceptional client service and comprehensive financial planning strategies.
Most Reviewed
Stars & Sand Financial
A high number of reviews indicates broad client experience and trustworthiness, helping prospective clients gauge service quality.
When selecting a financial advisor in Vacaville, consider meeting with multiple advisors to compare their expertise and fee structures. Look for credentials like CFP® and check for any disciplinary history.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 59 reviews, this Vacaville financial advisor is highly trusted.
3069 Alamo Dr Suite 1107, Vacaville, CA 95687, USA5.0 stars from 11 reviews, reflecting strong client satisfaction in Vacaville.
406 Main St suite e, Vacaville, CA 95688, USA5.0-star rating from 6 Google reviews for a Vacaville financial advisor.
201 E Monte Vista Ave Suite B, Vacaville, CA 95688, USAFinancial Advisors Rankings in Vacaville, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | DMI Financial Solutions3069 Alamo Dr Suite 1107, Vacaville, CA 95687, USA | 4.9★ | 59 |
| #2 | Citizens Financial406 Main St suite e, Vacaville, CA 95688, USA | 5.0★ | 11 |
| #3 | Stars & Sand Financial201 E Monte Vista Ave Suite B, Vacaville, CA 95688, USA | 5.0★ | 6 |
| #4 | Diana Wei - Private Wealth Advisor, Ameriprise Financial Services, LLC1360 Burton Dr STE 160, Vacaville, CA 95687, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Lacy A Senate, AAMS®600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA | 5.0★ | 1 |
| #6 | Merrill Investment & Retirement Financial Center150 Parker St, Vacaville, CA 95688, USA | — | — |
| #7 | Raymond James Financial Services555 Mason St, Vacaville, CA 95688, USA | 5.0★ | 1 |
| #8 | Allegiance Financial3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USA | — | — |
| #9 | Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC1360 Burton Dr STE 160, Vacaville, CA 95687, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Joe Jellison600 E Main St Suite 101, Vacaville, CA 95688, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Vacaville
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 one client review in Vacaville.
600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA
Vacaville financial advisor with no customer reviews yet, offering a fresh perspective.
150 Parker St, Vacaville, CA 95688, USA
Rated 5.0 stars from 1 Google review, offering trusted financial guidance in Vacaville.
555 Mason St, Vacaville, CA 95688, USA
A local financial advisor in Vacaville with no online reviews yet.
3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, 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
Exceptional 5.0-star rating from a small number of Google reviews.
600 E Main St Suite 101, Vacaville, CA 95688, USA
5.0 stars from 2 Google reviews for this Vacaville financial advisor.
411 Davis St Ste 105, Vacaville, CA 95688, USA
A local financial advisor with a mixed 3.4-star rating from 5 Google reviews.
600 E Main St Suite 101, Vacaville, CA 95688, USA
Exceptional 5.0-star rating based on 4 Google reviews in Vacaville.
555 Mason St Ste 110, Vacaville, CA 95688, USA
This financial advisor has no reviews yet, so no customer rating is available.
190 S Orchard Ave Suite C105, Vacaville, CA 95688, USA
Holds an exceptional 5.0-star rating across a handful of Google reviews.
850 Merchant St # C, Vacaville, CA 95688, USA
Exceptional 5.0-star rating from a small number of Google reviews.
785 Alamo Dr # 190, Vacaville, CA 95688, USA
Offers financial guidance in Vacaville with a perfect 5.0-star rating from clients.
805 N Lincoln St suite c, Dixon, CA 95620, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
190 S Orchard Ave # B240, Vacaville, CA 95688, USA
A trusted Vacaville financial advisor with a perfect 5.0-star rating from clients.
805 N Lincoln St suite c, Dixon, CA 95620, USA
Exceptional 5.0-star rating from two Google reviews for financial advising in Vacaville.
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
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Financial Advisors in Vacaville, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | DMI Financial Solutions | 91/100 | 4.9 ★ | 59 |
| 2 | Citizens Financial | 83/100 | 5.0 ★ | 11 |
| 3 | Stars & Sand Financial | 81/100 | 5.0 ★ | 6 |
| 4 | Diana Wei - Private Wealth Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Lacy A Senate, AAMS® | 65/100 | 5.0 ★ | 1 |
| 6 | Merrill Investment & Retirement Financial Center | 15/100 | — | 0 |
| 7 | Raymond James Financial Services | 65/100 | 5.0 ★ | 1 |
| 8 | Allegiance Financial | 15/100 | — | 0 |
| 9 | Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Joe Jellison | 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 Vacaville
What is a fiduciary financial advisor and why does it matter in Vacaville?
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 Vacaville, 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 Vacaville?
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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