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Financial Advisors in Davis, CA: 2026 rankings

112 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Davis: Towerpoint Wealth, RFA Score 71/100; 5.0★ from 101 Google reviews.

  2. 38

    Most-reviewed: Bank of America Financial Center, 207 Google reviews at 3.0★, the most of 112 ranked; ranked #38.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

112 Davis financial advisors are ranked here by RFA Score, from eight published factors. 24 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.7★ across 112 rated firms.

Top 10 financial advisors in Davis at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Davis at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Towerpoint Wealth715.0★ (101)Sacramento, 13 mi away—Top score
2Allworth Financial714.9★ (131)Sacramento, 17 mi away——
3Klosek Law Offices715.0★ (96)Sacramento, 15 mi away——
4Applied Bookkeeping & Tax Services Elk Grove704.7★ (185)Elk Grove, 22 mi away——
5Bank of America (with Drive-thru ATM)673.8★ (63)DavisSat—
6Dominick Anton Financial Advisor at Twin Rivers Wealth Management665.0★ (46)Sacramento, 16 mi away——
7Impact Financial Advisors654.7★ (14)Davis——
8Pure Financial Advisors, LLC645.0★ (11)Davis——
9Golden Wealth Capital LLC635.0★ (21)Sacramento, 17 mi away——
10David Santos: Primerica - Financial Services625.0★ (25)Sacramento, 20 mi away——

All 112 financial advisors in Davis, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Davis

    #1 Towerpoint Wealth

    Based in Sacramento, 13 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    500 Capitol Mall #2060, Sacramento, CA 95814
    View profile for Towerpoint Wealth(916) 405-9140

  2. #2 Allworth Financial

    Based in Sacramento, 17 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 131 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 131 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    601 University Ave #250, Sacramento, CA 95825
    View profile for Allworth Financial(916) 619-3316

  3. #3 Klosek Law Offices

    Based in Sacramento, 15 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    820 Alhambra Blvd, Sacramento, CA 95816
    View profile for Klosek Law Offices(916) 290-7560

  15. #15 Charles Schwab

    Based in Davis

    61/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.0★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 3.0★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    508 2nd St #110, Davis, CA 95616
    View profile for Charles Schwab(800) 646-4710

  19. #19 BMO Bank N.A Branches

    Based in Sacramento, 13 mi away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 Capitol Mall, Sacramento, CA 95814
    View profile for BMO Bank N.A Branches(916) 552-4300

  21. #21 F&M Bank

    Based in Sacramento, 16 mi away

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.9★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 23 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4430 Florin Rd #2, Sacramento, CA 95823
    View profile for F&M Bank(916) 394-3200

  22. #22 BMO Bank N.A Branches

    Based in Woodland, 9 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.5★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    186 Main St, Woodland, CA 95695
    View profile for BMO Bank N.A Branches(530) 662-9371

  24. #24 Fidelity Investments

    Based in Sacramento, 18 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.6★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 36 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2277 Fair Oaks Blvd Ste 150, Sacramento, CA 95825
    View profile for Fidelity Investments(800) 635-3441

  25. #25 Josh Albert, CFP®

    Based in Sacramento, 17 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1425 River Park Dr #100, Sacramento, CA 95815
    View profile for Josh Albert, CFP®(916) 648-6438

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 112 ranked financial advisors here; the rest are on their profiles.

financial advisors in Davis, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center603.8★ (35)21 mi
27Charles Schwab603.7★ (28)18 mi
28F&M Bank604.0★ (29)22 mi
29Bank of America Financial Center603.2★ (40)15 mi
30Darin Nixon EA605.0★ (6)10 mi
31Elizabeth Dean Fiduciary Services603.7★ (3)In Davis
32Mark Sikich - Edelman Financial Engines595.0★ (13)20 mi
33Bank of America Financial Center593.0★ (95)17 mi
34Edward Jones - Financial Advisor: Kelly J Shultz595.0★ (13)21 mi
35Bank of America Financial Center592.9★ (64)14 mi
36Turton Commercial Real Estate595.0★ (8)14 mi
37Islip + Company, CPAS594.7★ (12)19 mi
38Bank of America Financial Center593.0★ (207)23 mi
39Tri Counties Bank - Woodland Branch and Commercial Banking Center592.9★ (14)9 mi
40Bank of America Financial Center592.8★ (74)15 mi
41Pearl Andrea Guerrero: Primerica - Financial Services595.0★ (6)13 mi
42Smart Start Financing595.0★ (4)9 mi
43Anita R Johnson & Associates Inc.595.0★ (7)15 mi
44Jesus Martinez Zepeda: Primerica - Financial Services595.0★ (6)13 mi
45Aaron Schmoekel - Edelman Financial Engines585.0★ (4)9 mi
46Mariah Hudler, MBA I My Financially Flexible Life I Financial Strategy Coaching I Public Speaking585.0★ (5)12 mi
47Bank of America Financial Center582.9★ (149)22 mi
48Bank of America Financial Center583.0★ (32)18 mi
49Tido Financial Inc584.3★ (12)21 mi
50Social Security Coaching585.0★ (6)17 mi

Also serving Davis

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Davis
BusinessGoogle ratingDistance
Apella Wealth5.0★ (1)In Davis
Archer Pointe Wealth ManagementIn Davis
Bayhill Advisors5.0★ (1)In Davis
Carbahal Olsen Financial ServicesIn Davis
Chamberlain Financial Planning & Wealth ManagementIn Davis
Edward Jones - Financial Advisor: Jen Kukis, AAMS®|CRPC™|CRPS™5.0★ (1)In Davis
Edward Jones - Financial Advisor: Nicole Davis5.0★ (1)In Davis
Edward Jones - Financial Advisor: Peter C Jensen VI, CFP®|AAMS®In Davis
Edward Jones - Financial Advisor: Sterling Koliba5.0★ (2)In Davis
Global Capital of Northern California, Inc.In Davis
John Soto - Prudential Financial1.0★ (2)In Davis
Mark Pratt, Financial Adviser - Pratt Financial & Insurance ServicesIn Davis
Merrill Investment & Retirement Financial CenterIn Davis
Pratt Financial & Insurance ServicesIn Davis
Raymond James Financial ServicesIn Davis
rmc financial advisorsIn Davis
Securities America IncIn Davis
Securities America, Inc., (Jim Belenis)In Davis
U.S. Bancorp Advisors - Financial Advisors: Ahmad AnwaryIn Davis
Wells Fargo Advisors5.0★ (1)In Davis

How we ranked Davis financial advisors

We scored 112 Davis financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Davis data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Davis: frequently asked questions

Which financial advisor has the highest RFA Score in Davis?

By RFA Score, the highest-ranked financial advisor in Davis, CA is Towerpoint Wealth with an RFA Score of 71/100. It has 5.0★ from 101 Google reviews. Allworth Financial (#2) and Klosek Law Offices (#3) follow. We ranked 112 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Davis?

RankedFinancialAdvisors ranks 112 financial advisors serving Davis, CA. 6 of them are based in Davis; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Davis work on weekends?

24 of 112 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#5), Bank of America (with Drive-thru ATM) (#12) and Bank of America Financial Center (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Davis financial advisors have?

The median Google rating among 112 rated financial advisors in Davis is 4.7★, with a median of 12 reviews. Bank of America Financial Center has the most, 207 reviews, and ranks #38. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Davis count in this ranking?

Yes, if they are within 25 mi of the Davis city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Davis ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Davis a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Davis

  1. November 2026: RFA Scores recalculated for 112 financial advisors serving Davis.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Davis pages