Best Financial Advisors in CHICO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$492M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in CHICO
#1
82
ALTUM WEALTH ADVISORS
CHICO, CA · Since 2025
$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
78
SWEENEY & MICHEL, LLC
CHICO, CA · Since 2018
$753M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
77
THE O'DONNELL GROUP
CHICO, CA · Since 2016
$492M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
75
MURRAY FINANCIAL SERVICES, INC
CHICO, CA · Since 2022
$134M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CHICO?
The median advisory fee in CHICO, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.