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
15 firms listed · 8 in Napa · 7 rated 4.5+ · 4 show a license
Data verified October 16, 2026
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.”
Kuhlmann Associates Financial
Oak Root
The 15 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 15 firms we list here, 8 are in Napa itself and 7 come from Fairfield (4, 15 mi) and Sonoma (3, 9 mi). 9 of the firms on this page have a rating, from 4.0 to 5.0 across 22 reviews; 7 are rated 4.5 or higher. 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 7 list a public email and 2 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 15 firms are located in Napa. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Soares Financial
Meyers Financial Services
Dedora Capital
Allpoint Financial Group
Solano Wealth Management
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”
Benning Financial Group
“I highly recommend Benning Financial Group!”
Myers Dewitt
Epsilon Financial Group
Why these companies made our list
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