Best Financial Advisors in Yuba City, CA

10 firms listed · 5 in Yuba City · 5 rated 4.5+ · 3 show a license

Data verified November 5, 2026

Shaw & Associates

Shaw & Associates

4.3 18 reviews
“I would highly recommend Shaw & Associates for Wealth Management, Taxes, Accounting, or Payroll.”
Virtual consultationsSince 1954
950 Tharp Rd Building 100 Suite 101
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Creating Answers

Creating Answers

20+ years
1040 Lincoln Rd Ste A, PMB 131
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JM Wealth Management Group

JM Wealth Management Group

Serves Arizona, California +4Since 2012
855 Harter Pkwy # 310
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Planning For Seniors

Planning For Seniors

Since 2002
1528 Poole Blvd
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Eagle Strategies

Eagle Strategies

LicensedSince 2023
718 Bridge St Suite A
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Nickell Tax & Financial Planning

Nickell Tax & Financial Planning

4.7 15 reviews
“For the first time ever I was 100% stress and anxiety free.”
Serves Yuba-Sutter area30+ years
Marysville, CA · 3 mi from Yuba City
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The 10 firms listed for Yuba City, 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: Yuba City, CA

Of the 10 firms we list here, 5 are in Yuba City itself and 5 come from Rocklin (3, 31 mi), Marysville (1, 3 mi) and Roseville (1, 31 mi). 6 of the firms on this page have a rating, from 4.3 to 5.0 across 56 reviews; 5 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate (2), insurance (2), investment (2), lifestyle (2) and money (2). 3 show a license on their websites. 9 have ten or more years of experience, the longest 32 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 8 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 Yuba City listed here?

5 of the 10 firms are located in Yuba City. 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.

Book onlineBook
Golden State Tax & Business Services

Golden State Tax & Business Services

Serves United States, internationallySince 1994Prices online
Rocklin, CA · 31 mi from Yuba City
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Integrity Financial Group

Integrity Financial Group

5.0 3 reviews
“He is patient when explaining the finer points of financial planning and works diligently to figure out the best plan for you.”
Since 1992
Rocklin, CA · 31 mi from Yuba City
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Pacific Financial Partners

Pacific Financial Partners

5.0 7 reviews
“We would recommend Garrett to anyone looking for help with their retirement or overall financial goals.”
LicensedSince 2012
Roseville, CA · 31 mi from Yuba City
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Atherton Wealth Advisors

Atherton Wealth Advisors

LicensedSince 2010Family-ownedPrices online
Rocklin, CA · 31 mi from Yuba City
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HomeWealth Management AdvisorsCaliforniaYuba City, CA

Why these companies made our list

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