Edward Jones
41yrs
Top advisor by experience in Ukiah
Financial advisors in Ukiah, CA
Looking for a financial advisor in Ukiah, CA? We list 14 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.
14Advisors with offices here
20Median years of experience
21%At fee-only firms
8Firms represented
Largest firms here: LPL Financial (4), Edward Jones (4), J.P. Morgan Securities (1).
Nearby: Lakeport.
LPL Financial
33yrs
Top 11% by experience in California
LPL Financial
32yrs
Top 12% by experience nationwide
LPL Financial
29yrs
Top 17% by experience nationwide
State Farm Investment Management
27yrs
Top 5% by experience at State Farm Investment Management
Edward Jones
23yrs
Top 16% by experience at Edward Jones
Prosperent Capital
20yrs
More experience than 61% of advisors nationwide
LPL Financial
20yrs
More experience than 60% of advisors nationwide
Wealth Management Advisors
14yrs
14 years in the industry
J.P. Morgan Securities
14yrs
More experience than 63% of advisors at J.P. Morgan Securities
Raymond James Financial Services Advisors
8yrs
8 years in the industry
Edward Jones
6yrs
6 years in the industry
Edward Jones
2yrs
2 years in the industry
Antonio Andrade, CFP
New
New to the profession
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.