Best Financial Advisors in Yuba City

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
4.2/5.0
Average Rating

Yuba City Financial Landscape

With a population of 65,416, Yuba City is experiencing steady economic growth driven by agriculture, healthcare, and retail sectors. The city serves as a regional hub for commerce and services.

Major industries
Agriculture, Healthcare, Retail
Population
65.4K (metro: N/A)
Median household income
$55,000
Unique needs
Yuba City requires tailored financial advice due to its unique agricultural economy and growing housing market.
Market Insights
Economic Growth
According to BEA (2023), Yuba City's economy has grown by 3.5% annually, driven by agricultural exports and healthcare expansion.
Wealth Demographics
According to Census (2023), the median income in Yuba City is $55,000, reflecting a diverse income distribution among residents.
Advisor Specializations
Based on BLS (2023), financial advisors in Yuba City are increasingly focusing on agricultural investments and real estate planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Yuba City is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Yuba City's real estate market shows a 5% annual increase in home values, raising concerns about affordability.
Business Environment
According to Fortune (2024), Yuba City has a supportive business climate with incentives for small businesses and startups.

Top 5 Financial Advisors in Yuba City

Ryan Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Steven P Olin
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brad Willoughby, AAMS®
★ ★ ★ ★ ★ 5
U.S. Bank - Wealth Management Banker: Puneet Gill
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Tiffany D Howland
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Yuba City, 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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Yuba City-Specific Expertise
For Yuba City residents working in Agriculture, Healthcare, Retail, 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
Yuba City's reliance on agriculture poses economic risks; housing market growth may indicate a bubble. Flooding risks necessitate diversification in investments.

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