Altum Wealth Advisors | S. Cliadakis, CFP
“I have referred multiple individuals to her and they have all been incredibly happy with her service.”
Best Financial Advisors in Chico, CA
11 firms listed · 10 in Chico · 6 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Sweeney & Michel
“We always enjoy meeting with Renee about our investments with Sweeney & Michel investments.”
Embrace Wealth Management
“Her humility and intelligence are truly remarkable—I can hardly believe such a remarkable individual lives in Chico!”
Liberty Bell Financial Group
Norcal Financial Group
“Rod went above and beyond to help my family through time sensitive and confusing financial decisions, great guy and probably the most friendly person you will ever meet.”
OG Private Wealth
The 11 firms listed for Chico, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Chico, CA
Of the 11 firms we list here, 10 are in Chico itself and 1 comes from Paradise (10 mi). 6 of the firms on this page have a rating, and all of them are rated 5.0, across 30 reviews. 3 show a license on their websites and 1 has a BBB rating of A or A+. 6 have ten or more years of experience, the longest 28 years. We have a website on file for all 11 of the firms on this page; all 11 publish a contact page; 7 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Chico take financial planning bookings online?
3 of the 11 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Rich Financial
HBW Advisory Services
Associated Pension Consultants
Mootz Financial Solutions
Ridge Financial Planning
“I could not be more pleased with the investment results I have received working with Heidi and would recommend Ridge Financial Planning to anyone seeking a caring and professional financial advisor.”
Why these companies made our list
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