Financial advisors in Napa, CA
75 financial advisors listed in Napa, California. 70 with a phone number and 70 with a website.
Napa accounts for 0% of the financial advisors listed in California and ranks #64 among California cities for financial advisors.
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Quick answer
Napa, CA has 75 financial advisors listed on USA Business Search. 70 list a phone number and 70 list a website. The most listings are in ZIP codes 94559, 94558.
Updated October 2026Wells Fargo Advisors
H & H Wine Brokerage
Liquid Trade Solutions
First American Title Company Of Napa
Hbp Retirement Group, Inc.
5T Wealth Management
Align Financial Inc. Robert Lockhart, Aif®
Alison B Russell
Allpoint Financial Group, Llc
Ameriprise Financial Advisors
Ameriprise Financial Advisors
Associated Tax & Financial Services
Bev Creech Bookkeeping & Tax Preparation
Blue Hall Capital
C & T Group Investment Management
Chuck Grohs - Morgan Stanley
Dedora Capital
Diaz & Diaz Income Tax
Ed Berruezo - Morgan Stanley
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Edward Jones
Edward Jones - Financial Advisor: Aine Pridy
Edward Jones - Financial Advisor: David Boerio
Edward Jones - Financial Advisor: Josephine Palacios
Edward Jones - Financial Advisor: Justin Gomez
Edward Jones - Financial Advisor: Marck Zuehlsdorff
Edward Jones - Financial Advisor: Matthew J Roberts
Edward Jones - Financial Advisor: Mike Daly
Edward Jones - Financial Advisor: Zachary Paul, CFP®|AAMS®|CRPC®
Elite Financial Company
Elusik Tax and Accounting
Ganze & Company
Global Capital Advisors Llc
H&R Block
Harrington Investments Inc
Higuera Associates
Jacobson Wealth Management
Jon Niebling - Morgan Stanley
Kuhlmann Associates Financial
Leavitt Group - Leavitt United Insurance Services
Lic
Mills Wealth Management
Morgan Stanley Barney Smith
Morgan Stanley Financial Advisors
Napa Gold And Silver
Napa Tax
Napa Valley Financial
Napa Valley Financial Svc
Napa Wealth Management
New Aspect Financial Services
Nova Tax Consultant
Pathway Financial
PRB Investments
Primary Residential Mortgage, Inc.
Rainier Group
Ranch Tax Service
Remy Jacobson
Robert Green & Company
Robert Lockhart - Raymond James
Romero's Tax Services
Silver Leaf Financial
Soares Financial
Soares Financial Inc
Sushi Mambo
Uboldi, Heinke & Velladao, Llp
Urda Wealth Management, Inc.
Vintage Wealth Advisors
Walter Bennett
Wells Fargo Home Mortgage
Western Union
Western Union
Wine Country Coin Gold & Silver
Your Money Health
Your Money Health
Zuk Financial
How to choose a financial advisor in Napa
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Napa, California?
USA Business Search shows 75 financial advisors in Napa. 70 list a phone number and 70 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 94559, 94558.
How do I choose a financial advisor in Napa?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Napa compare with the rest of California?
Napa has 0% of the 24,546 financial advisors listed in California, which ranks #64 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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