How many financial advisors are in Chico, California?

Falists lists 6 registered investment advisers with a principal office or filing address in Chico, California, based on public SEC IAPD data.

How do financial advisors in Chico charge fees?

Fee structures vary by firm. In Chico, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Chico?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 6 advisers

Financial Advisors in Chico, California

Looking for a financial advisor in Chico, California? Falists indexes 6 SEC-registered and state-registered investment advisers in Chico — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $752.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$752.6M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning5 Trusts6 Retirement5 Institutional5

Top advisors in Chico

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

SWEENEY & MICHEL, LLC

Chico, CA

AUM

$752.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(530) 487-1777

Full profile Visit site →

THE O'DONNELL GROUP

Chico, CA

AUM

$492.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

530-564-0960

Full profile Visit site →

ALTUM WEALTH ADVISORS

Chico, CA

AUM

$135.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

530-924-0110

Full profile Visit site →

MURRAY FINANCIAL SERVICES, INC

Chico, CA

AUM

$134.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

530-896-5484

Full profile Visit site →

WALLER FINANCIAL COACHING

Chico, CA

AUM

$90.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

5302067994

Full profile Visit site →

SPELTS WEALTH MANAGEMENT, INC.

Chico, CA

AUM

$84.0M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

530-891-0717

Full profile Visit site →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Chico, California?: 6 registered investment advisers are listed in our Chico directory, sourced from public SEC filings.
What types of advisors are in Chico?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Chico?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.