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24 firms listed · 7 in Davis · 1 open 24/7 · 3 open weekends · 19 rated 4.5+
Data verified October 16, 2026
The 24 firms listed for Davis, 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.
Of the 24 firms we list here, 7 are in Davis itself and 17 come from Sacramento (12, 15 mi), Woodland (4, 8 mi) and Vacaville (1, 18 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 485 reviews; 4 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (99%), responsiveness (87%) and quality (77%). 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), investment management (2) and our team (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers urgent consultations; 1 offers remote or virtual consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. 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.
8 of the 24 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.
