Find The Best Financial Advisors in Napa, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Napa is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Napa & pick the one as per your needs

How To Find The Best Financial Advisors in Napa, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Napa, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Napa, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Napa, California have an average of 28 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Napa, California

John Cordeiro

Vintage Wealth Advisors

707-492-5100

Address

• 513 Lincoln Avenue,
  Napa, CA 94558 See Details

Connect with John

Connect with John

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

• 700 Larkspur Landing Circle, Suite 199,
  Larkspur, CA 94939 See Details

Connect with David

Connect with David

Kristie Cahill

Haven Wealth Management

415-878-1177

Address

• One Sansome St., Ste. 3500,
  San Francisco, CA 94104 See Details

Connect with Kristie

Connect with Kristie

Allworth Financial

888-242-6766

Address

• 8775 Folsom Blvd Suite 100,
  Sacramento, CA 95826 See Details
• 8775 Folsom Blvd Suite 100,
  Sacramento, CA 95826 See Details
• 3017 Douglas Blvd,
  Roseville, CA 95661 See Details

Connect with Allworth

Connect with Allworth

Top Financial Advisor Firms in Napa, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
DEDORA CAPITAL, INC. 1600 Main Street, Napa, CA, 94559	177523	$339,593,817	1282	A Percentage of AUM, Hourly charges, Fixed Fees
HARRINGTON INVESTMENTS, INC. 1001 Second Street, Suite 325 Napa, CA, 94559-3030	110790	$316,746,295	229	A Percentage of AUM, Hourly charges
NAPA WEALTH MANAGEMENT 1836 Second Street, Napa, CA, 94559-2328	137724	$195,409,424	220	A Percentage of AUM, Fixed Fees
5T WEALTH, LLC 595 Coombs Street, Napa, CA, 94559	112552	$194,767,072	325	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS)

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