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Vintage Wealth Advisors
“Grant Smith has taken very good care of me, and is always available to answer any questions I have.”
Best Financial Advisors in Napa, CA
24 firms listed · 8 in Napa · 1 open weekends · 14 rated 4.5+ · 6 show a license
Data verified October 16, 2026
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Napa Wealth Management
“Incredibly nice and friendly, really know there stuff.”
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Napa Valley Financial
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Harvest Financial
“Chal Daniels has been my financial advisor for a few years now and has done an amazing job of answering all of my questions and explaining how things work in the financial world.”
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Kuhlmann Associates Financial
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Oak Root
The 24 firms listed for Napa, 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: Napa, CA
Of the 24 firms we list here, 8 are in Napa itself and 16 come from towns including Sonoma (4, 9 mi), Fairfield (4, 15 mi) and Novato (3, 20 mi). 15 of the firms on this page have a rating, from 4.0 to 5.0 across 282 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 1 is open on weekends. 6 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 21 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 15 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.
Why are financial advisers outside Napa listed here?
8 of the 24 firms are located in Napa. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Soares Financial
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Meyers Financial Services
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Dedora Capital
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Allpoint Financial Group
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Solano Wealth Management
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Emerge Financial Group
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Hennessy Funds
“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”
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Magnum Financial
“I have always been impressed by his extensive knowledge and if doesn't know something he doesn't pretend to know it, he goes out to find the most accurate and recent information for me.”
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Correia Financial Services
“I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.”
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Hennessy Advisors
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SLR Financial
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Myers Dewitt
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Benning Financial Group
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Epsilon Financial Group
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Kobrin Financial & Insurance Services
- Future
- Understanding
“Dylon practically held my hand pulling all the paperwork together and making phone calls for me while handling all the details of what I felt were complex and overwhelming transactions.”
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Mauricio Midence Tax Preparation & Financial Services
- Efficient
- Information
- Patient
“I'm very impressed, I worked with Mauricio and Christian, both very knowledgeable, and they actually care for you, they don't just try to get you in and out.”
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Baldwin, McGaughey & Co.
“I will be going to Dave for our tax matters for as long as he will have me.”
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Mt Diablo Tax Pros
- Information
- Questions
- Season
“Jeff is very professional when it comes to filing tax returns, he explains very well the work he will do and provides useful suggestions in the process.”
Retirement Planning and Investment Management Services in Napa, CA Cost Estimates
Minimum cost
$1125
Maximum cost
$9556
National Average
$3373
Avg Per Hour Rates
$338
$2249
$6183
Typical price range is based on 280 cost profiles
Why these companies made our list
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