VG Capital Financial Services
“Gilbert has helped me with my retirement and investment plans he is an awsome financial advisor and a great family man I put everything in his financial services and trust him in every thing he does for me.”
Best Financial Advisors in Stockton, CA
15 firms listed · 10 in Stockton · 5 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Attentive Investments
“Firm is very responsive to any needs or concerns I may have.”
Prodigy
Asset Creation Financial and Insurance Services
Goldstrand Planning Group
Lifepath Wealth Advisors
The 15 firms listed for Stockton, 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: Stockton, CA
Of the 15 firms we list here, 10 are in Stockton itself and 5 come from Lodi (4, 10 mi) and Manteca (1, 14 mi). 7 of the firms on this page have a rating, from 4.0 to 5.0 across 30 reviews; 5 are rated 4.5 or higher. 3 show a license on their websites. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 11 list a public email and 1 takes 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 Stockton listed here?
10 of the 15 firms are located in Stockton. 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.
Schneider Asset Management
Tina Wells Lee & Associates
The Salvetti Group
Michael P. Lynch Wealth Management
Phillips Financial - the Lodi Area Retirement Specialist
“I am so relieved that I can call anytime to discuss any question or to seek advise for any topic from social security to retirement savings programs.”
4thgen Wealth Management
New York Life Albert Paula
Capital Wealth Management
“Being a senior and recently retired, it's good to know you and Capital Wealth are watching over me.”
Dedicated Financial & Insurance Services
Why these companies made our list
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