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Shaw & Associates
- Preparation
- Information
- Late Fees
“They were able to take complex financial concepts and define them in a way I could move forward with my businesses.”
Best Financial Advisors in Yuba City, CA
24 firms listed · 5 in Yuba City · 1 open weekends · 13 rated 4.5+ · 6 show a license
Data verified October 18, 2026
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Ryan Wealth Management
“We've been working with them for more than 15 years and know we can trust them to make the best decisions for us and our family.”
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JM Wealth Management Group
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Planning For Seniors
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Eagle Strategies
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Nickell Tax & Financial Planning
“They are more expensive than the last place I was receiving preparation but they are very friendly and seem to care for their clients, they offered me advice to help me financially so I don't have to owe for the future years.”
The 24 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 24 firms we list here, 5 are in Yuba City itself and 19 come from towns including Rocklin (10, 31 mi), Roseville (6, 31 mi) and Marysville (1, 3 mi). 15 of the firms on this page have a rating, from 3.9 to 5.0 across 300 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on Saturdays. 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). 6 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 32 years. 3 offer a free initial consultation; 3 are 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; 19 list a public email and 5 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.
Do any financial advisers listed for Yuba City offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Tidwell & Associates Cpas
“They began by simply preparing our tax returns, but have provided numerous other services including helping us navigate an IRS audit with flying colors as well as helping my staff and I better organize and clean up our Quick-books accounting software...”
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Golden State Tax & Business Services
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Delyon Wealth Management
“He strategically moves our money depending on the market, finds the highest paying returns and dividends, helps tremendously with tax management of our account, and is also just a really good guy.”
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Integrity Financial Group
“I have been seeing him for the last 4 years for financial advising and he has kept me on track to achieve all of my financial goals through those years.”
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Pacific Financial Partners
“I've been fortunate to have the Vanneman Financial Group handle my personal financial planning, all of my disability and life insurance needs and they also manage my office's 401(k).”
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Lighthouse Financial & Tax
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Blue Oaks Financial
“Ryan helped me create a realistic and actionable game plan to save and invest for a purchase of a rental property, manage my retirement goals, and set up a college savings plan for my kids.”
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Atherton Wealth Advisors
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Prospero Advisors
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Ridgeline Municipal Strategies
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West Capital Wealth Management
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RFS Wealth Advisors
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Roseman Wagner Wealth Management
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Bangerter Financial Services
- Team
- Questions
- Retirement
“Taking the time to make sure we understood the BIG picture and letting us know before hand all the steps that would be coming and the exact timing of when we needed to do them by.”
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Level Coaching
- Company
- Pay
- Educational
“I had a bad experience with another company who wanted me to just quit paying on my credit card, go into default, and then let the credit card company's insurance pay off my debt ALL THE WHILE still paying the third party company to do NOTHING!!”
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Parkshore Wealth Management
- Fee
- Goals
- Team
“They are a family owned business, Professional , have good values ,are transparent along with being a fee only service which is very helpful .”
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Allen Tax Planning
“I highly recommend Mark Allen of Allen and Allen.”
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Peak Financial Freedom Group
- Company
- Team
- Risk
“My wife and I had been watching the Peak TV advertisement for over a year before we engaged their team, after doing so we met with both owners (Jim and Dan) such amazing professionals and backgrounds!”
Retirement Planning and Investment Management Services in Yuba City, CA Cost Estimates
Minimum cost
$1096
Maximum cost
$9311
National Average
$3287
Avg Per Hour Rates
$329
$2191
$6025
Average price range is based on 418 cost profiles
Why these companies made our list
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