Osaic Wealth
39yrs
Top advisor by experience in Davis
Financial advisors in Davis, CA
Looking for a financial advisor in Davis, CA? We list 43 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
43Advisors with offices here
20Median years of experience
5%At fee-only firms
24Firms represented
Largest firms here: Edward Jones (6), LPL Financial (3), RMC Financial Advisors (3).
Nearby: Dixon, Woodland, West Sacramento, Winters, Sacramento, Vacaville.
Ameriprise Financial Services
36yrs
Top 5% by experience in Davis
RMC Financial Advisors
36yrs
Top 7% by experience in Davis
LPL Financial
35yrs
Top 7% by experience in California
Eagle Strategies
35yrs
Top 7% by experience in California
MML Investors Services
35yrs
Top 7% by experience in California
RMC Financial Advisors
34yrs
Top 9% by experience in California
J.P. Morgan Securities
31yrs
Top 4% by experience at J.P. Morgan Securities
U.S. Bancorp Advisors
30yrs
Top 10% by experience at U.S. Bancorp Advisors
Mariner
29yrs
Top 11% by experience at Mariner
Osaic Wealth
28yrs
Top 19% by experience nationwide
Archer Pointe Wealth Management
28yrs
Top 20% by experience nationwide
Edward Jones
28yrs
Top 7% by experience at Edward Jones
U.S. Bancorp Advisors
28yrs
Top 14% by experience at U.S. Bancorp Advisors
Commonwealth Financial Network
27yrs
Top 24% by experience nationwide
State Farm Investment Management
26yrs
Top 9% by experience at State Farm Investment Management
RMC Financial Advisors
25yrs
More experience than 73% of advisors nationwide
Carbahal Olsen Financial Services Group
23yrs
More experience than 68% of advisors nationwide
Pure Financial Advisors
22yrs
More experience than 69% of advisors at Pure Financial Advisors
Trek Financial
22yrs
More experience than 66% of advisors nationwide
Kestra Advisory Services
20yrs
More experience than 62% of advisors nationwide
Flyway Advisors
20yrs
More experience than 60% of advisors nationwide
Edward Jones
17yrs
More experience than 71% of advisors at Edward Jones
Wells Fargo Advisors
16yrs
More experience than 51% of advisors nationwide
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.