List of Financial planners in Davis
There are 20 Financial planners in Davis as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 14 Financial planners which is 70.00% of all Financial planners in Davis are single-owner operations, while the remaining 6 which is 30.00% are part of larger brands. Average age of Financial planners in Davis is 6 years and 4 months.Financial planners are also establishing a strong digital presence across various platforms: 9 have LinkedIn profiles, 9 have Facebook Pages, 6 are active on Instagram, 9 have X (formerly Twitter) handles, and 5 have YouTube channels. About 17 Financial planners have their own website and the remaining 3 don’t have their own website.
- 20
Number of Financial planners
- 6
Email addresses
- 20
Phone numbers
- 17
With Websites
- 9
LinkedIn Profiles
- 9
Facebook Profiles
- 6
Instagram Handles
- 9
X Handles
- 5
YouTube Channels
Download list of Financial planners in Davis
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pratt Financial & Insurance Services | Address | Davis | California | United States | Phone | 0 | 0 | Link | ||||||
| Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC | Address | Davis | California | United States | Phone | 0 | 0 | Link | ||||||
| Archer Pointe Wealth Management | Address | Davis | California | United States | Phone | 0 | 0 | Link | ||||||
| Apella Wealth | Address | Davis | California | United States | Phone | 1 | 5 | Link | ||||||
| Young Wealth Management | Address | Davis | California | United States | Phone | 1 | 5 | Link | ||||||
| Impact Financial Advisors | Address | Davis | California | United States | Phone | 13 | 4.7 | Link | ||||||
| Thomas Ann | Address | Davis | California | United States | Phone | 0 | 0 | |||||||
| rmc financial advisors | Address | Davis | California | United States | Phone | 0 | 0 | |||||||
| U.S. Bank – Wealth Management Banker: Alejandro Garcia | Address | Davis | California | United States | Phone | 0 | 0 | Link | ||||||
| U.S. Bancorp Investments - Financial Advisors: Teodoro Uytingban | Address | Davis | California | United States | Phone | 0 | 0 | Link |
[
{
"name": "Pratt Financial & Insurance Services",
"address": "17**********",
"phone": "********4195",
"email": "mj*****@ft**********",
"lat": 38.5469471,
"lng": -121.740636,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "23**********",
"phone": "********5217",
"email": "pa**********@am******",
"lat": 38.5577323,
"lng": -121.7817353,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners,Investment services"
},
{
"name": "Archer Pointe Wealth Management",
"address": "23**********",
"phone": "********7340",
"email": "in**@ar**********",
"lat": 38.5438839,
"lng": -121.7426545,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Apella Wealth",
"address": "50**********",
"phone": "********5152",
"email": "",
"lat": 38.5484662,
"lng": -121.6939437,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Young Wealth Management",
"address": "50**********",
"phone": "********5152",
"email": "",
"lat": 38.5484662,
"lng": -121.6939437,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Impact Financial Advisors",
"address": "71**********",
"phone": "********7285",
"email": "",
"lat": 38.5471494,
"lng": -121.7406875,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 4.7,
"rating_count": 13,
"category_name": "Financial planners"
},
{
"name": "Thomas Ann",
"address": "29**********",
"phone": "********1957",
"email": "",
"lat": 38.5531159,
"lng": -121.7130141,
"url": "",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "rmc financial advisors",
"address": "27**********",
"phone": "********4722",
"email": "",
"lat": 38.5515195,
"lng": -121.7161697,
"url": "",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "U.S. Bank – Wealth Management Banker: Alejandro Garcia",
"address": "30**********",
"phone": "********3930",
"email": "",
"lat": 38.5449887,
"lng": -121.7401618,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "U.S. Bancorp Investments - Financial Advisors: Teodoro Uytingban",
"address": "30**********",
"phone": "********3864",
"email": "",
"lat": 38.5449887,
"lng": -121.7401618,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Davis",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners"
}
]Loading...
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How many Financial planners are there in Davis?
There are a total of 20 Financial planners in Davis as of October 15, 2025.
Number of Financial planners in Davis with Phone Number
Number of Financial planners in Davis with Email
List of Financial planners in Davis with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
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Data of Financial planners in Davis with/without Website
Download the list of Financial planners in Davis as of October 15, 2025 with and without website information.
Number of Financial planners in Davis with website
Number of Financial planners in Davis without website
List of Financial planners in Davis By Ratings
Download the data of the number of star-rated Financial planners in Davis as of October 15, 2025.
Number of 1 star-rated Financial planners in Davis
Number of 2 star-rated Financial planners in Davis
Number of 3 star-rated Financial planners in Davis
Number of 4 star-rated Financial planners in Davis
Number of 5 star-rated Financial planners in Davis
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