california Date: 09-25-2025

Top 15 Financial Advisors in Chico, CA

Financial AdvisorAddress
1TreeStar Financial Solutions1095 Nelson St #110, Chico, CA 95928
2Murray Financial Services140 Yellowstone Dr #100, Chico, CA 95973
3Edward Jones - Financial Advisor: Benito Abarca-Sanchez2760 Esplanade STE 110, Chico, CA 95973
4NorCal Financial Group3201 Esplanade # 110, Chico, CA 95973
5Miles Bell, Financial Advisor - Northwestern Mutual1074 East Ave Suite K3, Chico, CA 95926
6Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC250 Vallombrosa Ave Suite 370, Chico, CA 95926
7OG Private Wealth555 Main St UNIT 400, Chico, CA 95928
8Randall Stone Financial976 Mangrove Ave #3950, Chico, CA 95926
9Edward Jones - Financial Advisor: Neil R Yelland, AAMS®|CRPC™1264 Esplanade, Chico, CA 95926
10Embrace Wealth Management527 Flume St Unit 6, Chico, CA 95928
11Bank of America Financial Center400 Broadway St, Chico, CA 95928
12OneMain Financial2485 Notre Dame Blvd Ste 220, Chico, CA 95928
13Allworth Financial116 Henshaw Ave, Chico, CA 95973
14Heithecker Financial3251 Esplanade, Chico, CA 95973
15Merrill Lynch Wealth Management400 Broadway St, Chico, CA 95928

1.TreeStar Financial Solutions

Address: 1095 Nelson St #110, Chico, CA 95928

images TreeStar Financial Solutions

(97) user ratings total:

Tom Parker TreeStar Solutions has been doing my taxes for the last 5 years and this office is friendly, easy to communicate with, and efficient. I feel quite confident in their work and appreciate how responsive they are to questions. Ill be doing my taxes with TreeStar Solutions for as long as Im paying taxes ... and what is that old saying about taxes?
5 /5

2.Murray Financial Services

Address: 140 Yellowstone Dr #100, Chico, CA 95973

(9) user ratings total:

Dave Randall I have worked with Kevin for many years, and from the onset, he has displayed the utmost in absolute integrity. He has proved to be a very knowledgeable financial advisor who takes his fiduciary responsibility very seriously and his first rate management has facilitated the steady growth of our investments year after year. I highly recommend Kevin and Murray Financial Services to anyone looking for a financial advisor.
5 /5

3.Edward Jones - Financial Advisor: Benito Abarca-Sanchez

Address: 2760 Esplanade STE 110, Chico, CA 95973

(9) user ratings total:

Jennifer Odegard I found Benito through a friend, and Im glad I did. Even though I have a very small amount of money to invest, Benito takes my account seriously and gives it the TLC it needs to grow and thrive. He is a great communicator and includes me in every step of the decision making process. I have grown to trust his judgement and I enjoy him personally. My money is growing more than I thought possible. I couldnt be more pleased!
5 /5

4.NorCal Financial Group

Address: 3201 Esplanade # 110, Chico, CA 95973

(5) user ratings total:

Claudette Sims Really great support. Very knowledgable, curious employees. Especially like Rod Rollins.
5 /5

5.Miles Bell, Financial Advisor - Northwestern Mutual

Address: 1074 East Ave Suite K3, Chico, CA 95926

(5) user ratings total:

Katie Fuller I just saw this review below and was genuinely shocked. Miles Bell is one of the most professional and genuine people I have ever met. I have worked with him for over a year and he has done incredible things for my family and is a great financial advisor. I can say that the Chico office of Northwestern Mutual is incredible and I cant believe someone would say something like that about Miles.
5 /5

6.Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC

Address: 250 Vallombrosa Ave Suite 370, Chico, CA 95926

(5) user ratings total:

Daniel Fitch Daniel is great. He is very thorough and very detailed and every aspects. His knowledge and comprehension is very impressive. The plan he set for me, and my family is tailored to our lifestyles and our goals on what we want to accomplish. I recommend Dan to all my friends and family who are looking for financial advice and planning for their future.
5 /5

7.OG Private Wealth

Address: 555 Main St UNIT 400, Chico, CA 95928

(3) user ratings total:

Tim Gannon Love the people here. Excellent advisors and helpful staff.
5 /5

8.Randall Stone Financial

Address: 976 Mangrove Ave #3950, Chico, CA 95926

(3) user ratings total:

Tom S Incompetent fool!
1 /5

9.Edward Jones - Financial Advisor: Neil R Yelland, AAMS®|CRPC™

Address: 1264 Esplanade, Chico, CA 95926

(3) user ratings total:

Onyx the bird Neil listened to my concerns & developed a financial plan that was right for me. I was impressed with the print out and now I know what I need to do to be on track to retire.
5 /5

10.Embrace Wealth Management

Address: 527 Flume St Unit 6, Chico, CA 95928

images Embrace Wealth Management

(27) user ratings total:

Jon D Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. Shes very good at explaining things using laymans terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere. I highly recommend Kim, If youre looking for somone to help with financial planning.
5 /5

11.Bank of America Financial Center

Address: 400 Broadway St, Chico, CA 95928

(26) user ratings total:

aditya jekkula THANK YOU Elijah. I had an outstanding experience at Bank of America, and I highly recommend Elijah Hostettler. As someone new to Chico, opening my first bank account in the U.S. could have been daunting, but I’m glad I chose Bank of America. Elijah was incredibly patient and helpful. He listened to me like a friend while maintaining a high level of professionalism, expertly advising me on my account. Despite having a different accent, Elijah made sure I felt heard and understood, never making me feel like it was a problem. I had two appointments with him, and both were exceptional. All my doubts were resolved, and the entire process felt effortless, thanks to Elijah’s guidance. During my first appointment at 11:00 am, I arrived early at 10:50 am and was promptly met by Elijah at 11:00 am sharp. His punctuality was impressive. For my second appointment, also at 11:00 am, Elijah even called me at 9:00 am to remind me and ask if there was anything he could prepare or Set up in advance to save my time—such thoughtful service! When I arrived for the second appointment, I noticed him attentively assisting an elderly lady. After finishing, he walked her to the door, which shows how thoughtful and helpful he is. THANK YOU SO MUCH, ELIJAH! I highly recommend Bank of America, and if you have the chance, be sure to choose Elijah.
5 /5

12.OneMain Financial

Address: 2485 Notre Dame Blvd Ste 220, Chico, CA 95928

(25) user ratings total:

Christina Chicoan3 The staff at One Main Financial in Chico are awesome!! Jon was so helpful, knowledgeable, guaranteed a quick response, and overall very friendly. He was very pleasant to get a loan with and had great communication during the entire process. Thank you Jon for taking the time to make sure my personal loan worked out and making it a smooth process. Keep up the great work. I highly recommend getting a loan through this company!
5 /5

13.Allworth Financial

Address: 116 Henshaw Ave, Chico, CA 95973

14.Heithecker Financial

Address: 3251 Esplanade, Chico, CA 95973

(2) user ratings total:

Exploring Dimensions 4 All I saw a contractor at this place who said he doesnt want to deal with investors who want to invest less than $150,000. He should have told me that 2 days ago when I made the appointment.
2 /5

15.Merrill Lynch Wealth Management

Address: 400 Broadway St, Chico, CA 95928

(2) user ratings total:

Kay Kurdziel I have had great service from Scott and Tara. I would highly recommend their service.
5 /5