← Top 100 Financial Advisors in the San Francisco Bay Area

Financial Advisors Companies in North Bay — Graded

All 82 graded financial advisors companies in North Bay, California, in market rank order. Same published formula, no paid placements. Data current as of 2026-10-25.

3
97AI ScoreTop 1%
Edward Jones
Santa Rosa · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-25
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11
81AI ScoreTop 3%
Mountain Lake Investment Management Llc
Mill Valley · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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20
74AI ScoreTop 4%
Fidelity Investments
Larkspur · Website
Legitimacy93
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
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24
73AI ScoreTop 5%
Alarm Financial Services
San Rafael · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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25
73AI ScoreTop 5%
Alpha Wealth Management And Planning
Novato · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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34
73AI ScoreTop 7%
Oakmont Financial Group
Santa Rosa · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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40
73AI ScoreTop 8%
Wolcott Financial Solutions, Inc.
Healdsburg · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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51
71AI ScoreTop 10%
Breen Wealth Management
Petaluma · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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52
71AI ScoreTop 10%
California Mortgage Advisors
San Rafael · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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53
71AI ScoreTop 11%
Clifford Financial Planning
Santa Rosa · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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54
71AI ScoreTop 11%
CrossCheck
Petaluma · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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57
71AI ScoreTop 11%
Figueroa CPA
Santa Rosa · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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58
71AI ScoreTop 12%
Gainer Financial and Insurance Services
San Rafael · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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62
71AI ScoreTop 12%
Larkspur Financial Advisors
Corte Madera · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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64
71AI ScoreTop 13%
Mallari's Tax & Accounting
Vallejo · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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65
71AI ScoreTop 13%
Marin Wealth Advisors LLC
San Rafael · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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71
71AI ScoreTop 14%
P-Fund
San Rafael · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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78
70AI ScoreTop 15%
Airport Stadium 12
Santa Rosa · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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84
70AI ScoreTop 17%
Innovative Wealth Solutions
Santa Rosa · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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87
70AI ScoreTop 17%
Valley Oak Wealth Management
Novato · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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100
64AI ScoreTop 20%
John Schooler Jones, LLC
Petaluma · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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110
63AI ScoreTop 22%
Liberty Group
Larkspur · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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120
61AI ScoreTop 23%
Morre & Company LLP
Novato · Website
Legitimacy93
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
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125
57AI ScoreTop 24%
Antonini Cpas Llp
Santa Rosa · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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128
57AI ScoreTop 25%
Lucey Wealth Advisors Llc
Petaluma · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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145
55AI ScoreTop 28%
Altus Equity Group
Rohnert Park · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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163
55AI ScoreTop 32%
Broadwing Capital Advisors
Larkspur · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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210
55AI ScoreTop 41%
Fiduciary Services, Inc.
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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212
55AI ScoreTop 41%
First American Title Company Of Napa
Napa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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216
55AI ScoreTop 42%
Fpc Investment Advisory, Inc.
Petaluma · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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222
55AI ScoreTop 43%
Gp Analytics
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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225
55AI ScoreTop 44%
Grooms Wealth Management
Mill Valley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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226
55AI ScoreTop 44%
Grossman Financial Management
Benicia · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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244
55AI ScoreTop 47%
Jordan & Associates Retirement Services
Santa Rosa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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246
55AI ScoreTop 48%
Kcm Investment Advisors
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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249
55AI ScoreTop 48%
Kuhlmann Associates Financial
Napa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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257
55AI ScoreTop 50%
Liquid Trade Solutions
Napa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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258
55AI ScoreTop 50%
Madrone Investment Advisory, Llc
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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273
55AI ScoreTop 53%
Napa Valley Wealth Management
Saint Helena · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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274
55AI ScoreTop 53%
Napa Wealth Management
Napa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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276
55AI ScoreTop 53%
Nha Advisors
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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285
55AI ScoreTop 55%
Pathway Insurance Agency
Santa Rosa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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289
55AI ScoreTop 56%
Polaris Greystone Financial Group
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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290
55AI ScoreTop 56%
Portico Wealth Advisors
Larkspur · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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293
55AI ScoreTop 57%
Private Capital Management
Larkspur · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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297
55AI ScoreTop 57%
Ratel Investments Lp
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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298
55AI ScoreTop 58%
Rcm Robinson Capital Management
Mill Valley · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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305
55AI ScoreTop 59%
Scarbrough Financial Group, Llc.
Santa Rosa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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308
55AI ScoreTop 60%
Shorepine Wealth Management
Tiburon · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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315
55AI ScoreTop 61%
Sperry Capital Inc.
Sausalito · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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318
55AI ScoreTop 61%
Stg Asset Management Inc
Petaluma · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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320
55AI ScoreTop 62%
Stonebridge Financial Group
San Rafael · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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340
55AI ScoreTop 66%
Vandenburg Capital Management
Santa Rosa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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346
55AI ScoreTop 67%
Vintage Wealth Advisors
Napa · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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356
54AI ScoreTop 69%
Allegiance Financial
Vacaville · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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357
54AI ScoreTop 69%
Bay Area Trial Reporters
Novato · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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359
54AI ScoreTop 69%
Brouwer & Janachowski
Mill Valley · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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363
54AI ScoreTop 70%
Epsilon Financial Group
Fairfield · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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364
54AI ScoreTop 70%
Gordian Wealth Advisors
Mill Valley · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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366
54AI ScoreTop 71%
H R Gorbach Financial Services
Sonoma · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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368
54AI ScoreTop 71%
Jumbo CD Investments
Dixon · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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372
54AI ScoreTop 72%
Lehman Tax Service
Vacaville · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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375
54AI ScoreTop 72%
Old Republic Title Company
Vacaville · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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381
54AI ScoreTop 73%
Solution Management
Vallejo · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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387
54AI ScoreTop 75%
Western Union
Napa · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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388
54AI ScoreTop 75%
WrapManager
Mill Valley · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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391
47AI ScoreTop 75%
Aa Advisors Llc
Corte Madera · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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392
47AI ScoreTop 76%
Alchemy Enterprises Inc
Vacaville · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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405
47AI ScoreTop 78%
Best Collateral, Inc
Novato · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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407
47AI ScoreTop 78%
Blue Hall Capital
Napa · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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408
47AI ScoreTop 79%
Bridgeway Capital Llc
Sausalito · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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445
47AI ScoreTop 86%
Marin Financing Llc
Sausalito · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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460
47AI ScoreTop 89%
Rcp Inc
Mill Valley · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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468
47AI ScoreTop 90%
Solano Wealth Management, Inc
Fairfield · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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470
47AI ScoreTop 91%
Spitfire Capital Llc
Mill Valley · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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471
47AI ScoreTop 91%
Stoffer Wealth Advisors
San Rafael · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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474
47AI ScoreTop 91%
The Portola Group, Inc
Saint Helena · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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482
47AI ScoreTop 93%
Weise Financial Services
Rohnert Park · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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489
41AI ScoreTop 94%
Adn Capital Ventures
Larkspur
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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490
41AI ScoreTop 94%
Aikapa
Corte Madera
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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501
41AI ScoreTop 96%
Lawndale Capital Management
Mill Valley
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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510
41AI ScoreTop 98%
Ridgeview Financial Planning, Inc.
Santa Rosa
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →