Best Financial Advisors in Davis

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.5/5.0
Average Rating

Davis Financial Landscape

Davis boasts a diverse economy anchored by education, agriculture, and technology. The city benefits from its proximity to the Sacramento metropolitan area.

Major industries
Education, Agriculture, Technology
Population
66.2K (metro: 1.5M)
Median household income
$64,000
Unique needs
Davis requires a focus on sustainable growth and affordable housing to accommodate its student population.
Market Insights
Economic Growth
According to BEA (2023), Davis has shown steady economic growth, driven by its educational institutions and tech startups.
Wealth Demographics
According to Census (2023), the median income in Davis is approximately $64,000, reflecting a mix of student and professional residents.
Advisor Specializations
Based on BLS (2023), financial advisors in Davis increasingly focus on education planning and sustainable investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Davis is higher than the national average, driven by housing and education expenses.
Real Estate Market
According to Zillow (2024), the real estate market in Davis is competitive, with rising prices due to demand from students and professionals.
Business Environment
According to Fortune (2024), Davis offers a supportive business climate, particularly for startups in tech and sustainability sectors.

Top 5 Financial Advisors in Davis

Pure Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Nicole Davis
★ ★ ★ ★ ★ 5
Apella Wealth
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: David P Cougevan
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jen Kukis, AAMS®|CRPC™|CRPS™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Davis, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Davis-Specific Expertise
For Davis residents working in Education, Agriculture, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Davis's tech and education sectors face volatility; housing prices may bubble. Prepare for flooding risks and diversify investments to stabilize economic impacts.

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Find Financial Advisors in Nearby Cities

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