LPL Financial
42yrs
Top advisor by experience in Lodi
Financial advisors in Lodi, CA
Looking for a financial advisor in Lodi, CA? We list 59 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.
59Advisors with offices here
19Median years of experience
2%At fee-only firms
25Firms represented
Largest firms here: LPL Financial (7), Ameriprise Financial Services (6), Edward Jones (5).
Nearby: Woodbridge, Acampo, Galt, Isleton, Wilton.
Wulff, Hansen & Co.
41yrs
Top 2% by experience in California
AL Locy Financial Services
40yrs
Top 3% by experience in California
Aspire Advisory Services
39yrs
Top 4% by experience in California
Osaic Wealth
38yrs
Top 5% by experience in California
LPL Financial
35yrs
Top 8% by experience in California
LPL Financial
33yrs
Top 11% by experience in California
McCann Investment Management
32yrs
Top 12% by experience in California
Osaic Wealth
32yrs
Top 12% by experience in California
Ameriprise Financial Services
32yrs
Top 13% by experience nationwide
Emerson Equity
31yrs
Top 15% by experience in California
Raymond James Financial Services Advisors
30yrs
Top 16% by experience nationwide
Arbor Family Wealth Advisors
30yrs
Top 16% by experience nationwide
Cetera Investment Advisers
29yrs
Top 18% by experience in California
Ameriprise Financial Services
29yrs
Top 19% by experience nationwide
Wells Fargo Advisors
27yrs
Top 24% by experience nationwide
LPL Financial
26yrs
Top 25% by experience nationwide
Cetera Investment Advisers
26yrs
Top 25% by experience nationwide
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
Strategic Advisers
26yrs
Top 7% by experience at Strategic Advisers
Raymond James Financial Services Advisors
26yrs
More experience than 74% of advisors nationwide
LPL Financial
25yrs
More experience than 72% of advisors nationwide
Raymond James Financial Services Advisors
25yrs
More experience than 71% of advisors nationwide
Cetera Investment Advisers
25yrs
More experience than 71% 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.