Best Financial Planner in California
Looking for the best financial planner in California? BizScoreAI scores 718 Financial Planner listings across California on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Is this your business? Claim your free listing →Top Financial Planner Listings in California by BizScore
Showing 1-50 of 718 Financial Planner listings in California · page 1 of 15
Pathway Financial Services, LLC of Los Angeles Claim Now
Financial Planner in Los Angeles, CaliforniaLos Angeles, California
Mortgage Advisors at Barrett Financial Group (NMLS #2328729) Claim Now
Financial Planner in San Diego, CaliforniaSan Diego, California
Allworth Financial of Sacramento Claim Now
Financial Planner in Sacramento, CaliforniaSacramento, California
Heckman Financial & Insurance Services Inc-HFIS Claim Now
Financial Planner in San Jose, CaliforniaSan Jose, California
Edelman Financial Engines of Oakland Claim Now
Financial Planner in Oakland, CaliforniaOakland, California
Planable Wealth of Riverside Claim Now
Financial Planner in Riverside, CaliforniaRiverside, California
Edward Jones - Financial Advisor: David J Soltes, CFP®|CRPS™ Claim Now
Financial Planner in Fresno, CaliforniaFresno, California
Optimize Financial Inc. Claim Now
Financial Planner in Laguna Hills, CaliforniaLaguna Hills, California
Genovese Burford & Brothers Claim Now
Financial Planner in Sacramento, CaliforniaSacramento, California
Forum Financial Management, LP Claim Now
Financial Planner in Thousand Oaks, CaliforniaThousand Oaks, California
Falcon Wealth Planning of San Jose Claim Now
Financial Planner in San Jose, CaliforniaSan Jose, California
Schneider Wealth Management Claim Now
Financial Planner in Redwood City, CaliforniaRedwood City, California
Dominick Anton Financial Advisor Claim Now
Financial Planner in Sacramento, CaliforniaSacramento, California
Mariner of San Francisco Claim Now
Financial Planner in San Francisco, CaliforniaSan Francisco, California
Jubilee Tax & Financial Solutions Claim Now
Financial Planner in Oakland, CaliforniaOakland, California
Towerpoint Wealth of Sacramento Claim Now
Financial Planner in Sacramento, CaliforniaSacramento, California
Transitions Wealth Advisors Claim Now
Financial Planner in San Jose, CaliforniaSan Jose, California
Falcon Wealth Planning of Fresno Claim Now
Financial Planner in Fresno, CaliforniaFresno, California
Serenity Financial Planning of San Diego Claim Now
Financial Planner in San Diego, CaliforniaSan Diego, California
WestPac® Wealth Partners (San Ramon) Claim Now
Financial Planner in San Ramon, CaliforniaSan Ramon, California
Adan Santos: Primerica - Financial Services Claim Now
Financial Planner in Bellflower, CaliforniaBellflower, California
John Heideman - Thrivent Claim Now
Financial Planner in Bakersfield, CaliforniaBakersfield, California
Sage Financial Planning - Financial Planner Claim Now
Financial Planner in San Diego, CaliforniaSan Diego, California
Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC Claim Now
Financial Planner in Chico, CaliforniaChico, California
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC Claim Now
Financial Planner in San Jose, CaliforniaSan Jose, California
Pure Financial Advisors, LLC Claim Now
Financial Planner in San Diego, CaliforniaSan Diego, California
Mariner of Los Angeles Claim Now
Financial Planner in Los Angeles, CaliforniaLos Angeles, California
Edelman Financial Engines of San Jose Claim Now
Financial Planner in San Jose, CaliforniaSan Jose, California
Edelman Financial Engines of Long Beach Claim Now
Financial Planner in Long Beach, CaliforniaLong Beach, California
Prosperity Private Wealth Claim Now
Financial Planner in San Diego, CaliforniaSan Diego, California
The Financial Planning & Investment Group - Ameriprise Financial Services, LLC Claim Now
Financial Planner in San Diego, CaliforniaSan Diego, California
Mofrad Financial Solutions of Maywood Claim Now
Financial Planner in Maywood, CaliforniaMaywood, California
Mofrad Financial Solutions of Monterey Park Claim Now
Financial Planner in Monterey Park, CaliforniaMonterey Park, California
Recently Updated Financial Planner in California
Business profiles with freshly refreshed About sections.
Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS®|CRPC™ Claim Now Updated Sep 12, 2026
Financial Planner in Huntington Beach, CaliforniaHuntington Beach, California
Menjivar & Company CPAs, Inc Claim Now Updated Sep 8, 2026
Financial Planner in Hayward, CaliforniaHayward, California
U.S. Bancorp Advisors - Financial Advisors: Brooke Bordner Claim Now Updated Sep 7, 2026
Financial Planner in Fresno, CaliforniaFresno, California
RBC Wealth Management Branch - San Jose Claim Now Updated Sep 6, 2026
Financial Planner in San Jose, CaliforniaSan Jose, California
Insight Wealth Strategies Claim Now Updated Sep 2, 2026
Financial Planner in San Ramon, CaliforniaSan Ramon, California
Mofrad Financial Solutions of Monterey Park Claim Now Updated Sep 1, 2026
Financial Planner in Monterey Park, CaliforniaMonterey Park, California
Falcon Wealth Planning of Fresno Claim Now Updated Aug 30, 2026
Financial Planner in Fresno, CaliforniaFresno, California
Jubilee Tax & Financial Solutions Claim Now Updated Aug 30, 2026
Financial Planner in Oakland, CaliforniaOakland, California
Frequently Asked Questions
How are California Financial Planner listings ranked on BizScoreAI?
Each is scored on a composite of AI-search visibility, traditional SEO, citation presence and profile completeness - not paid placement.
How do I claim my financial planner listing in California?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in California is listed and scored for free, and claiming is free too.
