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Wealth Managers in Napa, CA: 2026 rankings

53 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Napa: Sonoma Wealth Advisors, RFA Score 70/100; 4.9★ from 33 Google reviews.

  2. 5

    Most-reviewed: Summit Wealth & Retirement Partners, 44 Google reviews at 5.0★, the most of 53 ranked; ranked #5.

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

53 Napa wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 53 rated firms.

Top 10 wealth managers 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 wealth managers in Napa at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Sonoma Wealth Advisors704.9★ (33)Sonoma, 9 mi awayTop score
2Valley Oak Wealth Management675.0★ (22)Novato, 20 mi away—
3Monroe Wealth Management675.0★ (40)San Francisco, 35 mi away—
4Wealth Protection Lady, LLC675.0★ (26)San Rafael, 25 mi away—
5Summit Wealth & Retirement Partners675.0★ (44)San Ramon, 40 mi awayMost reviews
6Owl and Ore Wealth Planning664.8★ (25)Pleasant Hill, 28 mi away—
7Vintage Wealth Advisors655.0★ (5)Napa—
8EP Wealth Advisors655.0★ (20)Walnut Creek, 30 mi away—
9Wealth Script Advisors LLC655.0★ (22)San Francisco, 36 mi away—
10Dogpatch Wealth645.0★ (23)San Francisco, 38 mi away—

All 53 wealth managers 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 Sonoma Wealth Advisors

    Based in Sonoma, 9 mi away

    70/100RFA Score

    Ranked #1 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

  3. #3 Monroe Wealth Management

    Based in San Francisco, 35 mi away

    67/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 Battery St suite 100, San Francisco, CA 94111
    View profile for Monroe Wealth Management(510) 990-1803

  8. #8 EP Wealth Advisors

    Based in Walnut Creek, 30 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1333 N California Blvd Ste 100, Walnut Creek, CA 94596
    View profile for EP Wealth Advisors(925) 283-2201

  10. #10 Dogpatch Wealth

    Based in San Francisco, 38 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 6 AM–3 PM · Sat–Sun closed
    Address
    555 20th St Ste 2 & 3, San Francisco, CA 94107
    View profile for Dogpatch Wealth(415) 464-7533

  11. #11 Summit Wealth Group

    Based in Fairfield, 10 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    5030 Business Center Dr #110, Fairfield, CA 94534
    View profile for Summit Wealth Group(707) 439-3483

  12. #12 Abacus Wealth Partners

    Based in Santa Rosa, 30 mi away

    64/100RFA Score

    Ranked #12 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

  15. #15 Swad Wealth Management

    Based in Santa Rosa, 27 mi away

    64/100RFA Score

    Ranked #15 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

  17. #17 Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor

    Based in San Francisco, 35 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111
    View profile for Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor(415) 733-6705

  19. #19 5T Wealth, LLC

    Based in Napa

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    595 Coombs St, Napa, CA 94559
    View profile for 5T Wealth, LLC(707) 224-1340

  24. #24 Skylark Wealth

    Based in Alameda, 30 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Skylark Wealth

Wealth managers 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 53 ranked wealth managers here; the rest are on their profiles.

wealth managers in Napa, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Babylon Wealth Management625.0★ (10)35 mi
27Farther Finance - Parker O'Sullivan, CRPS® - Senior Vice President, Wealth Advisor625.0★ (7)30 mi
28Babylon Wealth Management615.0★ (7)30 mi
29Wealthspire614.8★ (5)24 mi
30Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC615.0★ (5)26 mi
31HCM Wealth613.8★ (6)26 mi
32Mission Wealth614.7★ (6)30 mi
33Alpha Wealth Management and Planning615.0★ (3)20 mi
34Aspiriant Wealth Management615.0★ (7)35 mi
35Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®615.0★ (5)30 mi
36EntreFolio Wealth Management605.0★ (6)34 mi
37Proprietor Wealth Management605.0★ (4)27 mi
38Executive Wealth Strategies605.0★ (5)34 mi
39TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®605.0★ (4)30 mi
40Topel & DiStasi Wealth Management605.0★ (4)30 mi
41Farther Finance - Michael DeSantis, CFP® - Vice President, Wealth Advisor605.0★ (5)35 mi
42Avior Wealth Management, LLC595.0★ (3)27 mi
43EP Wealth Advisors595.0★ (5)37 mi
44Censia Wealth Advisors595.0★ (3)30 mi
45Destination Wealth Management594.7★ (3)28 mi
46RBC Wealth Management Branch - Walnut Creek595.0★ (3)30 mi
47Diamond Oak Wealth Partners - James Bassett595.0★ (5)40 mi
48Merrill Lynch Wealth Management592.7★ (3)25 mi
49UBS Private Wealth Management583.6★ (5)36 mi
50Journey Strategic Wealth, Kristin Bartlow585.0★ (3)34 mi

Also serving Napa

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Napa
BusinessGoogle ratingDistance
Alpha Wealth Management and Planning3.0★ (2)25 mi
Aspirean Wealth5.0★ (2)30 mi
Avior Wealth Management, LLCIn Napa
Breen Wealth Management, LLC5.0★ (2)20 mi
David Marinoff - BancWest Investment Services Wealth Financial Advisor5.0★ (1)In Napa
Harvest Financial LLC4.0★ (4)In Napa
Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)19 mi
Merrill Lynch Wealth Management5.0★ (1)In Napa
Mills Wealth ManagementIn Napa
Morgan Stanley Financial Advisors5.0★ (3)In Napa
Napa NorCal Wealth Management Group - Morgan StanleyIn Napa
Napa Valley Financial5.0★ (1)In Napa
Napa, CA Branch Office - UBS Financial Services Inc.4.0★ (1)In Napa
Pearl Wealth Advisors5.0★ (2)29 mi
RBC Wealth ManagementIn Napa
The Mather Group | Wealth Management & Financial PlanningIn Napa
Wasser Wealth Management3.0★ (2)26 mi
Wealth Enhancement Group5.0★ (2)26 mi
Wells Fargo Advisors5.0★ (1)In Napa
Winship Wealth Partners4.5★ (2)27 mi

How we ranked Napa wealth managers

We scored 53 Napa wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Napa: frequently asked questions

Which wealth manager has the highest RFA Score in Napa?

By RFA Score, the highest-ranked wealth manager in Napa, CA is Sonoma Wealth Advisors with an RFA Score of 70/100. It has 4.9★ from 33 Google reviews. Valley Oak Wealth Management (#2) and Monroe Wealth Management (#3) follow. We ranked 53 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Napa?

RankedFinancialAdvisors ranks 53 wealth managers serving Napa, CA. 3 of them are based in Napa; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Napa work on weekends?

3 of 53 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays are Lucey Wealth Advisors LLC (#16) and Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Napa wealth managers have?

The median Google rating among 53 rated wealth managers in Napa is 5.0★, with a median of 6 reviews. Summit Wealth & Retirement Partners has the most, 44 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Napa count in this ranking?

Yes, if they are within 40 mi of the Napa city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Napa ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 53 wealth managers serving Napa.

More wealth managers and Napa pages