Nickel Investment Advisors
43yrs
Top advisor by experience in Windsor
Financial advisors in Windsor, CA
Looking for a financial advisor in Windsor, CA? We list 24 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.
24Advisors with offices here
18Median years of experience
8%At fee-only firms
13Firms represented
Largest firms here: Natural Investments (9), State Farm Investment Management (3), North Coast Asset Management (2).
Nearby: Forestville, Healdsburg, Santa Rosa, Sebastopol, Guerneville, Calistoga, Rohnert Park, Cotati.
Ameriprise Financial Services
35yrs
Top 8% by experience in Windsor
Integritas Semper
28yrs
Top 12% by experience in Windsor
North Coast Asset Management
27yrs
Top 17% by experience in Windsor
Natural Investments
26yrs
Top 17% by experience at Natural Investments
Osaic Wealth
25yrs
Top 25% by experience in Windsor
State Farm Investment Management
24yrs
Top 20% by experience at State Farm Investment Management
Private Advisor Group
23yrs
More experience than 68% of advisors nationwide
State Farm Investment Management
23yrs
Top 23% by experience at State Farm Investment Management
Imhaus Investment Advisors
21yrs
More experience than 64% of advisors nationwide
Natural Investments
18yrs
More experience than 70% of advisors at Natural Investments
Edward Jones
18yrs
More experience than 73% of advisors at Edward Jones
State Farm Investment Management
18yrs
More experience than 64% of advisors at State Farm Investment Management
RB Capital Management
17yrs
More experience than 53% of advisors nationwide
Natural Investments
16yrs
More experience than 61% of advisors at Natural Investments
Natural Investments
14yrs
14 years in the industry
Gearhart & Associates
13yrs
13 years in the industry
Strategic Advisers
10yrs
More experience than 58% of advisors at Strategic Advisers
Natural Investments
9yrs
9 years in the industry
Natural Investments
9yrs
9 years in the industry
North Coast Asset Management
8yrs
8 years in the industry
Natural Investments
5yrs
5 years in the industry
Natural Investments
3yrs
3 years in the industry
Natural Investments
3yrs
3 years in the industry
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.