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
Creating Answers
JM Wealth Management Group
Planning For Seniors
Eagle Strategies
Nickell Tax & Financial Planning
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.