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Financial Advisors in Windsor, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Windsor: Community First Credit Union, RFA Score 73/100; 4.7★ from 77 Google reviews.

  2. 4

    Most-reviewed: Redwood Credit Union, 114 Google reviews at 4.0★, the most of 50 ranked; ranked #4.

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

50 Windsor financial advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 50 rated firms.

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

Top 10 financial advisors in Windsor 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 Windsor at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Community First Credit Union734.7★ (77)Santa Rosa, 7 mi away—Top score
2Community First Credit Union714.2★ (93)Santa Rosa, 9 mi away——
3Michelle Roxanne Martin: Primerica - Financial Services705.0★ (39)Santa Rosa, 10 mi away——
4Redwood Credit Union704.0★ (114)Santa Rosa, 8 mi awaySatMost reviews
5Redwood Credit Union694.4★ (42)Santa Rosa, 10 mi awaySat—
6Redwood Credit Union684.3★ (69)Rohnert Park, 15 mi awaySat—
7Redwood Credit Union684.0★ (45)Santa Rosa, 7 mi away——
8Redwood Credit Union684.1★ (41)Santa Rosa, 8 mi awaySat—
9Miles Brown Asset Management, LLC685.0★ (14)Santa Rosa, 5 mi away——
10Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®675.0★ (13)Santa Rosa, 7 mi away——

All 50 financial advisors in Windsor, 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.

  4. #4 Redwood Credit Union

    Based in Santa Rosa, 8 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.0★ from 114 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 114 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
    1205 N Dutton Ave, Santa Rosa, CA 95401
    View profile for Redwood Credit Union(800) 479-7928

  5. #5 Redwood Credit Union

    Based in Santa Rosa, 10 mi away

    69/100RFA Score

    Ranked #5 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

  6. #6 Redwood Credit Union

    Based in Rohnert Park, 15 mi away

    68/100RFA 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

  7. #7 Redwood Credit Union

    Based in Santa Rosa, 7 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 45 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3033 Cleveland Ave #100, Santa Rosa, CA 95403
    View profile for Redwood Credit Union(707) 545-4000

  8. #8 Redwood Credit Union

    Based in Santa Rosa, 8 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.1★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 41 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
    2460 Mendocino Ave suite a, Santa Rosa, CA 95403
    View profile for Redwood Credit Union(707) 545-4000

  11. #11 Abacus Wealth Partners

    Based in Santa Rosa, 10 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 S Main St, Sebastopol, CA 95472
    View profile for Abacus Wealth Partners(888) 422-2287

  14. #14 Redwood Credit Union

    Based in Petaluma, 23 mi away

    66/100RFA Score

    Ranked #14 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

  15. #15 LBBS Group Inc

    Based in Rohnert Park, 7 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    View profile for LBBS Group Inc(707) 823-4129

  16. #16 Swad Wealth Management

    Based in Santa Rosa, 8 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Stony Point Rd Ste 244, Santa Rosa, CA 95401
    View profile for Swad Wealth Management(707) 899-1010

  23. #23 Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™|CSRIC®

    Based in Santa Rosa, 11 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1151 Yulupa Ave, Santa Rosa, CA 95405
    View profile for Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™|CSRIC®(707) 576-1518

  24. #24 Charles Schwab

    Based in Santa Rosa, 9 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.6★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 3.6★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    200 4th St Suite #100, Santa Rosa, CA 95401
    View profile for Charles Schwab(707) 569-7801

How we ranked Windsor financial advisors

We scored 50 Windsor 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 Windsor 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 Windsor: frequently asked questions

Which financial advisor has the highest RFA Score in Windsor?

By RFA Score, the highest-ranked financial advisor in Windsor, CA is Community First Credit Union with an RFA Score of 73/100. It has 4.7★ from 77 Google reviews. Community First Credit Union (#2) and Michelle Roxanne Martin: Primerica - Financial Services (#3) follow. We ranked 50 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Windsor?

RankedFinancialAdvisors ranks 50 financial advisors serving Windsor, CA. 1 of them is based in Windsor; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Windsor work on weekends?

13 of 50 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Redwood Credit Union (#4), Redwood Credit Union (#5) and Redwood Credit Union (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Windsor financial advisors have?

The median Google rating among 50 rated financial advisors in Windsor is 4.8★, with a median of 13 reviews. Redwood Credit Union has the most, 114 reviews, and ranks #4. 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 Windsor count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 50 financial advisors serving Windsor.

More financial advisors and Windsor pages