Licensed · Vallejo
Licensed & Insured Financial Advisors in Vallejo, 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 13 financial advisors in Vallejo, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Utopia Property Management | Vallejo, CA with a 4.8-star rating from 294 Google reviews and an RNM Score of 85/100. Also in the top tier: OneMain Financial and Leandro Luis Garc Munoz: Primerica - Financial Services. The average rating across all listed financial advisors in Vallejo is 4.7 stars from 31 reviews per business on average.
Financial advisors in Vallejo 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: Ken Casper, CFP®
Ken Casper stands out as the top-ranked advisor due to his CFP® certification and strong reputation for personalized financial planning in Vallejo.
Most Reviewed
Edward Jones - Financial Advisor: Ken Casper, CFP®
A high number of reviews indicates broad client experience and trust, helping consumers gauge service consistency.
When choosing a financial advisor in Vallejo, verify their credentials and fee structure, and consider scheduling initial consultations with multiple advisors to find the best fit for your financial goals.
Local Market Snapshot
13
Businesses listed
4.7★
Avg rating
31
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by 294 clients, this Vallejo financial advisor maintains a stellar 4.8-star rating.
1209 Tennessee St, Vallejo, CA 94590, USATrusted by clients, maintaining a stellar 4.8-star rating from over 20 reviews.
125 Plaza Dr #411, Vallejo, CA 94591, USA5.0 stars from 7 reviews makes this a trusted local choice.
3433 Broadway Suite B4, American Canyon, CA 94503, USAFinancial Advisors Rankings in Vallejo, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Utopia Property Management | Vallejo, CA1209 Tennessee St, Vallejo, CA 94590, USA | 4.8★ | 294 |
| #2 | OneMain Financial125 Plaza Dr #411, Vallejo, CA 94591, USA | 4.8★ | 21 |
| #3 | Leandro Luis Garc Munoz: Primerica - Financial Services3433 Broadway Suite B4, American Canyon, CA 94503, USA | 5.0★ | 7 |
| #4 | Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC51 Daniels Ave, Vallejo, CA 94590, USA | — | — |
| #5 | Lobdell & Lane Wealth Management831 E 2nd St Suite 101, Benicia, CA 94510, USA | 5.0★ | 1 |
| #6 | Crestline Financial320 Arkansas St, Vallejo, CA 94590, USA | 4.2★ | 5 |
| #7 | Edward Jones - Financial Advisor: Ken Casper, CFP®555 First St Ste 104, Benicia, CA 94510, USA | 4.0★ | 3 |
| #8 | Kendall Financial Services1508 San Pablo Ave, Pinole, CA 94564, USA | 5.0★ | 3 |
| #9 | Thomas Normand Brousseau: Primerica - Financial Services3433 Broadway Suite B4, American Canyon, CA 94503, USA | 5.0★ | 2 |
| #10 | Bridget Harkins, CFP - Wheels Up Wealth, Inc.250 E L St #66, Benicia, CA 94510, USA | 4.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Vallejo
This financial advisor in Vallejo has not yet received any Google reviews or ratings.
51 Daniels Ave, Vallejo, CA 94590, USA
Vallejo financial advisor with a perfect 5.0-star rating from early client reviews.
831 E 2nd St Suite 101, Benicia, CA 94510, USA
Trusted by clients with a solid 4.2-star rating from 5 reviews.
320 Arkansas St, Vallejo, CA 94590, USA
This advisor holds a solid 4.0-star rating based on a few local reviews.
555 First St Ste 104, Benicia, CA 94510, USA
Exceptional 5.0-star rating based on 3 Google reviews in Vallejo.
1508 San Pablo Ave, Pinole, CA 94564, USA
Earns a perfect 5.0-star rating from its first two Google reviews.
3433 Broadway Suite B4, American Canyon, CA 94503, USA
Rated 4.0 stars from a handful of local Google reviews.
250 E L St #66, Benicia, CA 94510, USA
5.0-star rating from a handful of Google reviews in Vallejo.
1702 Tennessee St, Vallejo, CA 94590, USA
Trusted by clients, this Vallejo financial advisor holds a perfect 5.0-star rating.
1017 First St, Benicia, CA 94510, USA
No reviews yet for this Vallejo financial advisor.
21 Springstowne Center, Vallejo, CA 94591, USA
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Financial Advisors in Vallejo, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Utopia Property Management | Vallejo, CA | 85/100 | 4.8 ★ | 294 |
| 2 | OneMain Financial | 72/100 | 4.8 ★ | 21 |
| 3 | Leandro Luis Garc Munoz: Primerica - Financial Services | 70/100 | 5.0 ★ | 7 |
| 4 | Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 5 | Lobdell & Lane Wealth Management | 62/100 | 5.0 ★ | 1 |
| 6 | Crestline Financial | 54/100 | 4.2 ★ | 5 |
| 7 | Edward Jones - Financial Advisor: Ken Casper, CFP® | 49/100 | 4.0 ★ | 3 |
| 8 | Kendall Financial Services | 66/100 | 5.0 ★ | 3 |
| 9 | Thomas Normand Brousseau: Primerica - Financial Services | 64/100 | 5.0 ★ | 2 |
| 10 | Bridget Harkins, CFP - Wheels Up Wealth, Inc. | 45/100 | 4.0 ★ | 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 Vallejo
What is a fiduciary financial advisor and why does it matter in Vallejo?
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 Vallejo, 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 Vallejo?
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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