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Financial Advisors in Placerville, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Placerville: WealthGuard Advisors, Inc., RFA Score 74/100; 5.0★ from 42 Google reviews.

  2. 12

    Most-reviewed: Bank of America Financial Center, 186 Google reviews at 4.1★, the most of 97 ranked; ranked #12.

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

97 Placerville financial advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 97 rated firms.

Top 10 financial advisors in Placerville 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 Placerville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1WealthGuard Advisors, Inc.745.0★ (42)PlacervilleTop score
2Bangerter Financial Strategies, Inc.725.0★ (108)Folsom, 21 mi away—
3Bridgeview Capital Advisors Inc - David N. Waldrop, CFP725.0★ (71)El Dorado Hills, 16 mi away—
4EDH Tax Solutions714.8★ (84)El Dorado Hills, 16 mi away—
5Allworth Financial705.0★ (61)Folsom, 18 mi away—
6Cornerstone Wealth and Tax Advisory Group, Inc.705.0★ (85)Roseville, 25 mi away—
7Parkshore Wealth Management705.0★ (61)Granite Bay, 21 mi away—
8Allworth Financial694.9★ (66)Roseville, 24 mi away—
9My Secure Advantage, Inc.694.8★ (73)Roseville, 24 mi away—
10Diligence Wealth Management, LLC685.0★ (53)Roseville, 24 mi away—

All 97 financial advisors in Placerville, 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 Placerville

    #1 WealthGuard Advisors, Inc.

    Based in Placerville

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    496 Main St, Placerville, CA 95667
    View profile for WealthGuard Advisors, Inc.(530) 621-1111

  4. #4 EDH Tax Solutions

    Based in El Dorado Hills, 16 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 84 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 84 Google reviews
    Hours
    Mon–Fri 5 AM–5 PM · Sat–Sun closed
    Address
    5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762
    View profile for EDH Tax Solutions(916) 246-6111

  5. #5 Allworth Financial

    Based in Folsom, 18 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    340 Palladio Pkwy Ste 501, Folsom, CA 95630
    View profile for Allworth Financial(916) 357-5287

  8. #8 Allworth Financial

    Based in Roseville, 24 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2999 Douglas Blvd Ste 250, Roseville, CA 95661
    View profile for Allworth Financial(916) 787-4565

  13. #13 HJS Consulting, LLC

    Based in Cameron Park, 9 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.2★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 16 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    4140 Mother Lode Dr #116, Shingle Springs, CA 95682
    View profile for HJS Consulting, LLC(530) 677-3490

  18. #18 Monolith Financial Group

    Based in Roseville, 24 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    3000 Lava Ridge Ct Ste 120, Roseville, CA 95661
    View profile for Monolith Financial Group(916) 367-6430

  19. #19 Creative Planning

    Based in El Dorado Hills, 15 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4364 Town Center Blvd Ste 315, El Dorado Hills, CA 95762
    View profile for Creative Planning(866) 273-2848

  21. #21 Weston & Tuttle

    Based in Cameron Park, 10 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.5★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3420 Coach Ln Ste 3, Cameron Park, CA 95682
    View profile for Weston & Tuttle(530) 672-6289

  22. #22 Arrowroot Advisors

    Based in El Dorado Hills, 16 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1101 Investment Blvd Ste 170, El Dorado Hills, CA 95762
    View profile for Arrowroot Advisors(916) 384-0050

  24. #24 Lilani Wealth Management

    Based in Roseville, 25 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1624 Santa Clara Dr Suite 160, Roseville, CA 95661
    View profile for Lilani Wealth Management(888) 521-6752

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

financial advisors in Placerville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kerux644.8★ (17)23 mi
27Cornerstone Financial Group645.0★ (3)8 mi
28Bank of America (with Drive-thru ATM)643.0★ (23)11 mi
29Saxe Capital645.0★ (14)24 mi
30Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (10)21 mi
31Granite Exchange Services635.0★ (9)21 mi
32Edelman Financial Engines635.0★ (11)24 mi
33Edward Jones - Financial Advisor: Bill Maynard, RICP®635.0★ (3)11 mi
34Rossi Financial Group635.0★ (5)16 mi
35Northwestern Mutual - Jeremy J. Wakamiya634.7★ (13)24 mi
36Peak Financial Freedom Group634.3★ (16)24 mi
37BMO Bank N.A Branches633.7★ (13)19 mi
38Fern Kulpreecha, MBA635.0★ (4)15 mi
39Bank of America Financial Center633.5★ (42)22 mi
40Peter Hora - Edelman Financial Engines635.0★ (9)24 mi
41Kolb Financial & Insurance Services634.6★ (11)24 mi
42Solera Asset Managers + Insurance Agency624.2★ (10)21 mi
43Sierra Ridge Advisor Group625.0★ (7)21 mi
44Jeremy Heath - Financial Advisor, Ameriprise Financial Services, LLC625.0★ (6)21 mi
45Folsom Wealth Advisors625.0★ (3)15 mi
46Spectrum Wealth Advisors625.0★ (6)21 mi
47Factor Financial625.0★ (8)24 mi
48Hoppe & Cottrell LLP624.0★ (4)16 mi
49BMO Bank N.A Branches623.2★ (20)20 mi
50BULMAN WEALTH GROUP625.0★ (7)23 mi

Also serving Placerville

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 Placerville
BusinessGoogle ratingDistance
Allen Tax Planning5.0★ (2)18 mi
Astute Wealth Management5.0★ (2)10 mi
David Deruelle - RBC Wealth Management Financial Advisor5.0★ (2)16 mi
Edward Jones - Financial Advisor: Christie Johnson, CFP®|CRPC™In Placerville
Edward Jones - Financial Advisor: Dave Stoddard3.0★ (2)10 mi
Edward Jones - Financial Advisor: Ian Gookin, CFP®|CIMA®In Placerville
Edward Jones - Financial Advisor: James BowmanIn Placerville
Edward Jones - Financial Advisor: Jason Friese, CFP®|CEPA®|CRPS™In Placerville
Edward Jones - Financial Advisor: Jason P HunterIn Placerville
Edward Jones - Financial Advisor: Josh Myer, CFP®5.0★ (2)16 mi
Edward Jones - Financial Advisor: Megan M Fruit5.0★ (1)In Placerville
Edward Jones - Financial Advisor: Ron Jacob5.0★ (1)In Placerville
Edward Jones - Financial Advisor: Stacey M Caso-Turk, CFP®|AAMS®|CRPS™In Placerville
Edward Jones - Financial Advisor: Vicki Hunt, ChFC®In Placerville
HomeWise Capital Advisors5.0★ (2)16 mi
IPX1031: Sarah Malone, CES®5.0★ (1)In Placerville
Larsen Wealth Management5.0★ (2)16 mi
Wells Fargo AdvisorsIn Placerville
Wells Fargo AdvisorsIn Placerville
Wells Fargo Advisors1.0★ (2)19 mi

How we ranked Placerville financial advisors

We scored 97 Placerville 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 Placerville 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 Placerville: frequently asked questions

Which financial advisor has the highest RFA Score in Placerville?

By RFA Score, the highest-ranked financial advisor in Placerville, CA is WealthGuard Advisors, Inc. with an RFA Score of 74/100. It has 5.0★ from 42 Google reviews. Bangerter Financial Strategies, Inc. (#2) and Bridgeview Capital Advisors Inc - David N. Waldrop, CFP (#3) follow. We ranked 97 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Placerville?

RankedFinancialAdvisors ranks 97 financial advisors serving Placerville, CA. 2 of them are based in Placerville; 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 Placerville work on weekends?

9 of 97 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#12), HJS Consulting, LLC (#13) and Sacramento Payments Company (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Placerville financial advisors have?

The median Google rating among 97 rated financial advisors in Placerville is 5.0★, with a median of 8 reviews. Bank of America Financial Center has the most, 186 reviews, and ranks #12. 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 Placerville count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 97 financial advisors serving Placerville.

More financial advisors and Placerville pages