Quick answer
There are 31 financial advisors listed in San Joaquin County, averaging 3.6★ across 140 verified reviews. Summit Wealth & Retirement Partners (5.0★, 42 reviews) currently ranks #1 by review rating, volume, and proximity.
Looking for the best financial advisors in San Joaquin County? FindInMyZip ranks every financial advisors in the county by the same transparent formula — review rating (40%), review volume (30%), proximity (20%), and category fit (10%). Here's what the data shows across 10 cities.
Top-rated financial advisors in San Joaquin County
- Summit Wealth & Retirement Partners — 5.0★ across 42 reviews.
- Roth IRA Group — 5.0★ across 13 reviews.
- Tina Wells Lee & Associates — 5.0★ across 12 reviews.
- Journey Wealth Management, LLC — 5.0★ across 12 reviews.
- VG Capital Financial Services LLC — 5.0★ across 10 reviews.
Rankings update automatically as new reviews come in — see the live, always-current list on the San Joaquin County directory page.
How many financial advisors serve San Joaquin County?
FindInMyZip currently tracks 31 financial advisors across San Joaquin County, holding an average rating of 3.6★ on 140 combined reviews. Find a fiduciary advisor for retirement or wealth planning.
Financial Advisors by city in San Joaquin County
- Financial Advisors in Stockton
- Financial Advisors in Tracy
- Financial Advisors in Manteca
- Financial Advisors in Lodi
- Financial Advisors in Lathrop
- Financial Advisors in Ripon
- Financial Advisors in Mountain House
- Financial Advisors in Country Club
What to look for when hiring a financial advisors in San Joaquin County
Prioritize licensing and insurance, a track record of recent reviews (not just a high average), and proximity to your ZIP for faster response. When you're ready, schedule a consultation from any listing.
Top-rated financial advisors in San Joaquin County
Live ranking — updates automatically as reviews change.
Summit Wealth & Retirement Partners is a financial advisors business serving Mountain House, CA and the surrounding area.
2000 Crow Canyon Pl Ste 410, San Ramon, CA 94583, USA
Roth IRA Group
Roth IRA Group is a financial advisors business serving Lathrop, CA and the surrounding area.
15529 7th St Unit 773, Lathrop, CA 95330, USA
Tina Wells Lee & Associates
Tina Wells Lee & Associates is a financial advisors business serving Stockton, CA and the surrounding area.
221 Tuxedo Ct # B, Stockton, CA 95204, USA
Journey Wealth Management, LLC
Journey Wealth Management, LLC is a financial advisors business serving Manteca, CA and the surrounding area.
903 W Center St #7, Manteca, CA 95337, USA
VG Capital Financial Services LLC is a financial advisors business serving Stockton, CA and the surrounding area.
3244 Brookside Rd #140, Stockton, CA 95219, USA
Frequently asked questions
Who are the best-rated financial advisors in San Joaquin County? +
There are 31 financial advisors listed in San Joaquin County, averaging 3.6★ across 140 verified reviews. Summit Wealth & Retirement Partners (5.0★, 42 reviews) currently ranks #1 by review rating, volume, and proximity.
How does FindInMyZip rank financial advisors? +
Listings are scored on review rating (40%), review volume (30%), proximity to your ZIP (20%), and category fit (10%). Ratings are Bayesian-smoothed so a few five-star reviews don't outrank an established business unfairly.
How many financial advisors are in San Joaquin County? +
31 financial advisors are currently listed across San Joaquin County, averaging 3.6★ on 140 reviews.