How many financial advisors are in Napa, California?

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

How do financial advisors in Napa charge fees?

Fee structures vary by firm. In Napa, 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 Napa?

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 Napa, California

Looking for a financial advisor in Napa, California? Falists indexes 6 SEC-registered and state-registered investment advisers in Napa — 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 $550.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$550.7M

Financial planning

Filter by specialty

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

All Wealth4 Planning5 Trusts4 Retirement2 Institutional4

Top advisors in Napa

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

View all 6 →

DEDORA CAPITAL, INC.

Napa, CA

AUM

$550.7M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

707-253-0681

Full profile Visit site →

HARRINGTON INVESTMENTS, INC.

Napa, CA

AUM

$355.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

707-252-6166

Full profile Visit site →

5T WEALTH, LLC

Napa, CA

AUM

$331.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

(707) 224-1340

Full profile Visit site →

SOARES FINANCIAL, INC.

Napa, CA

AUM

$21.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

707-255-6900

Full profile Visit site →

BENEFITS PLUS, LLC

Napa, CA

AUM

—

Financial Planning

Team

1 advisors

Clients

Fees

NOT APPLICABLE

925-330-2223

Full profile Visit site →

WOODBRIDGE CAPITAL PARTNERS, LLC.

Napa, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

3107131117

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 Napa, California?: 6 registered investment advisers are listed in our Napa directory, sourced from public SEC filings.
What types of advisors are in Napa?: 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 Napa?: 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.