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Financial Advisors in Exeter, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Exeter: Global Financial Impact (GFI) - Estella & Bianca Valdovinos, RFA Score 65/100; 5.0★ from 25 Google reviews.

  2. 2

    Most-reviewed: Bank of America (with Drive-thru ATM), 74 Google reviews at 3.1★, the most of 14 ranked; ranked #2.

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

14 Exeter financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays, based on posted hours. The median Google rating is 3.3★ across 14 rated firms.

Most of this list also appears on the Financial advisors in Visalia ranking. See Financial advisors in Visalia

Top 10 financial advisors in Exeter 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 Exeter at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Global Financial Impact (GFI) - Estella & Bianca Valdovinos655.0★ (25)Visalia, 12 mi away—Top score
2Bank of America (with Drive-thru ATM)633.1★ (74)Visalia, 10 mi awaySatMost reviews
3Bank of America (with Drive-thru ATM)633.5★ (54)Tulare, 13 mi away——
4Bank of America (with Drive-thru ATM)633.1★ (57)Visalia, 9 mi away——
5Bank of America (with Drive-thru ATM)592.8★ (66)Porterville, 17 mi awaySat—
6TenBroeck Wealth Management595.0★ (7)Visalia, 9 mi away——
7BMO Bank N.A Branches582.9★ (20)Tulare, 13 mi awaySat—
8Bank of America (with Drive-thru ATM)573.0★ (29)Dinuba, 22 mi away——
9Hermes Wealth Strategies573.5★ (6)Visalia, 10 mi away——
10Jansma Financial and Insurance Services565.0★ (3)Visalia, 10 mi away——

All 14 financial advisors in Exeter, 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.

  6. #6 TenBroeck Wealth Management

    Based in Visalia, 9 mi away

    59/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    204 N Floral St Ste a, Visalia, CA 93291
    View profile for TenBroeck Wealth Management(559) 740-0548

  7. #7 BMO Bank N.A Branches

    Based in Tulare, 13 mi away

    58/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 2.9★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    333 E Tulare Ave, Tulare, CA 93274
    View profile for BMO Bank N.A Branches(559) 686-1626

  12. #12 BMO Bank N.A Branches

    Based in Dinuba, 22 mi away

    55/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 2.3★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    345 E Tulare St, Dinuba, CA 93618
    View profile for BMO Bank N.A Branches(559) 591-2115

How we ranked Exeter financial advisors

We scored 14 Exeter 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 Exeter 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 Exeter: frequently asked questions

Which financial advisor has the highest RFA Score in Exeter?

By RFA Score, the highest-ranked financial advisor in Exeter, CA is Global Financial Impact (GFI) - Estella & Bianca Valdovinos with an RFA Score of 65/100. It has 5.0★ from 25 Google reviews. Bank of America (with Drive-thru ATM) (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 14 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Exeter work on weekends?

4 of 14 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#2), Bank of America (with Drive-thru ATM) (#5) and BMO Bank N.A Branches (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Exeter financial advisors have?

The median Google rating among 14 rated financial advisors in Exeter is 3.3★, with a median of 22 reviews. Bank of America (with Drive-thru ATM) has the most, 74 reviews, and ranks #2. 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 Exeter count in this ranking?

Yes, if they are within 25 mi of the Exeter 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 Exeter 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 Exeter 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 Exeter

  1. November 2026: RFA Scores recalculated for 14 financial advisors serving Exeter.

More financial advisors and Exeter pages