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Financial Advisors in Napa, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Napa: Redwood Credit Union, RFA Score 72/100; 4.6★ from 55 Google reviews; open Saturdays until 2 PM.

  2. 2

    Most-reviewed: Community First Credit Union, 76 Google reviews at 4.9★, the most of 91 ranked; ranked #2.

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

91 Napa financial advisors are ranked here by RFA Score, from eight published factors. 25 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.4★ across 91 rated firms.

Top 10 financial advisors in Napa 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 Napa at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Redwood Credit Union724.6★ (55)NapaSatTop score
2Community First Credit Union704.9★ (76)Novato, 21 mi away—Most reviews
3Sonoma Wealth Advisors684.9★ (33)Sonoma, 9 mi away——
4Bank of America Financial Center673.4★ (47)NapaSat—
5Redwood Credit Union674.4★ (57)Petaluma, 19 mi awaySat—
6Redwood Credit Union664.3★ (69)Rohnert Park, 23 mi awaySat—
7Bank of America Financial Center653.8★ (34)American Canyon, 8 mi away——
8First Command Financial Advisor - Lucas Desautels655.0★ (18)Fairfield, 12 mi away——
9Jocelyn Pension Consulting LLC654.8★ (35)San Rafael, 24 mi away——
10Travis Credit Union643.9★ (70)Richmond, 22 mi awaySat—

All 91 financial advisors in Napa, 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 Napa

    #1 Redwood Credit Union

    Based in Napa

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 55 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1705 1st St, Napa, CA 94559
    View profile for Redwood Credit Union(707) 545-4000

  3. #3 Sonoma Wealth Advisors

    Based in Sonoma, 9 mi away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    539 Broadway Ste A, Sonoma, CA 95476
    View profile for Sonoma Wealth Advisors(707) 938-7414

  5. #5 Redwood Credit Union

    Based in Petaluma, 19 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 57 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    301 N McDowell Blvd, Petaluma, CA 94954
    View profile for Redwood Credit Union(800) 479-7928

  6. #6 Redwood Credit Union

    Based in Rohnert Park, 23 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.3★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 69 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    250 Rohnert Park Expy, Rohnert Park, CA 94928
    View profile for Redwood Credit Union(707) 545-4000

  10. #10 Travis Credit Union

    Based in Richmond, 22 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.9★ from 70 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 70 Google reviews
    Hours
    Mon–Fri 10 AM–5:30 PM · Sat 10 AM–2 PM · Sun closed
    Address
    3300-A Klose Way, Richmond, CA 94806
    View profile for Travis Credit Union(800) 877-8328

  11. #11 Redwood Credit Union

    Based in Novato, 20 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.1★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1010 Grant Ave, Novato, CA 94945
    View profile for Redwood Credit Union(800) 479-7928

  12. #12 Redwood Credit Union

    Based in American Canyon, 8 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.5★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    406 Napa Junction Rd Ste 126, American Canyon, CA 94503
    View profile for Redwood Credit Union(800) 479-7928

  14. #14 Redwood Credit Union

    Based in Santa Rosa, 24 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.4★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 42 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    2763 4th St, Santa Rosa, CA 95405
    View profile for Redwood Credit Union(707) 545-4000

  20. #20 Charles Schwab

    Based in Napa

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    935 Franklin St, Napa, CA 94559
    View profile for Charles Schwab(707) 259-2900

  22. #22 BMO Bank N.A Branches

    Based in Vallejo, 12 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4300 Sonoma Blvd Ste 300, Vallejo, CA 94589
    View profile for BMO Bank N.A Branches(707) 649-1100

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 91 ranked financial advisors here; the rest are on their profiles.

financial advisors in Napa, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Harvest Financial LLC624.0★ (4)In Napa
27Napa Wealth Management615.0★ (3)In Napa
28Morgan Stanley Financial Advisors615.0★ (3)In Napa
29Summit Wealth Group615.0★ (6)10 mi
30Thomas K. Porta CPA, CFA, CFP, Esq.613.2★ (21)14 mi
31Edward Jones - Financial Advisor: Justin Gomez, CFP®|CPWA®|CIMA®613.7★ (3)In Napa
32Margarita's Financial Dynasty, LLC614.6★ (16)23 mi
33BMO Bank N.A Branches602.6★ (29)12 mi
34BMO Bank N.A Branches602.9★ (11)10 mi
355T Wealth, LLC602.3★ (3)In Napa
36Bank of America Financial Center603.0★ (32)19 mi
37Bank of America Financial Center602.7★ (39)17 mi
38Tarago Capital LLC595.0★ (6)17 mi
39Arrow Point Wealth Management595.0★ (11)25 mi
40Stars & Sand Financial595.0★ (6)17 mi
41Lucey Wealth Advisors LLC595.0★ (8)21 mi
42BMO Bank N.A Branches593.1★ (21)20 mi
43Correia Financial Services594.2★ (5)14 mi
44Bank of America (with Drive-thru ATM)592.8★ (29)21 mi
45BMO Bank N.A Branches583.4★ (17)23 mi
46Bank of America Financial Center582.5★ (43)19 mi
47Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™|CSRIC®585.0★ (8)23 mi
48Bank of America Financial Center582.5★ (27)18 mi
49First Command Financial Advisor - Alyssa Luchini, CFP®585.0★ (3)12 mi
50BMO Bank N.A Branches582.2★ (28)17 mi

Also serving Napa

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 Napa
BusinessGoogle ratingDistance
AllPoint Financial Group, LLCIn Napa
David Marinoff - BancWest Investment Services Wealth Financial Advisor5.0★ (1)In Napa
Edward Jones - Financial Advisor: Gary D Norman, ChFC®|AAMS®5.0★ (1)In Napa
Frank Dolan - Morgan StanleyIn Napa
Harrington Investments1.0★ (2)In Napa
Heath Whittemore - Morgan StanleyIn Napa
Jon Niebling - Morgan StanleyIn Napa
Kelly O'Toole - Morgan Stanley Financial AdvisorIn Napa
Kuhlmann Associates Financial5.0★ (1)In Napa
Merrill Lynch Financial Advisor Austin FitzpatrickIn Napa
Merrill Lynch Financial Advisor Christopher MiccoIn Napa
Merrill Lynch Financial Advisor Cynthia VothIn Napa
Merrill Lynch Wealth Management5.0★ (1)In Napa
Napa Valley Financial5.0★ (1)In Napa
Napa, CA Branch Office - UBS Financial Services Inc.4.0★ (1)In Napa
Paul Hanson Partners5.0★ (1)In Napa
Redwood Credit Union5.0★ (2)In Napa
Wells Fargo Advisors5.0★ (1)In Napa
Wells Fargo Advisors4.0★ (1)In Napa
Zuk Financial1.0★ (2)In Napa

How we ranked Napa financial advisors

We scored 91 Napa 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 Napa 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 Napa: frequently asked questions

Which financial advisor has the highest RFA Score in Napa?

By RFA Score, the highest-ranked financial advisor in Napa, CA is Redwood Credit Union with an RFA Score of 72/100. It has 4.6★ from 55 Google reviews. It is open Saturdays until 2 PM. Community First Credit Union (#2) and Sonoma Wealth Advisors (#3) follow. We ranked 91 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Napa?

RankedFinancialAdvisors ranks 91 financial advisors serving Napa, CA. 9 of them are based in Napa; 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 Napa work on weekends?

25 of 91 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Redwood Credit Union (#1), Bank of America Financial Center (#4) and Redwood Credit Union (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Napa financial advisors have?

The median Google rating among 91 rated financial advisors in Napa is 4.4★, with a median of 9 reviews. Community First Credit Union has the most, 76 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 Napa count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 91 financial advisors serving Napa.

More financial advisors and Napa pages