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Fidelon
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Market Standing · 2026
The most transparent firms in Napa.
21 scored firmsTop 3 recognizedfidelon.com/markets/napa-ca
1IA-only—91Arank within Top 3; below the 80 standard
2IA-only$40.7M89.3ARecognized · Top 3
3IA-only$18.5M89ARecognized · Top 3
4IA-only$175K88.6A—
5IA-only$56M88.3A—
6IA-only$21M87.5B+—
7IA-only$41.4M87.5B+—
8
Dedora Capital
CRD 177523
IA-only$551M87.3B+—
9IA-only$63.2M87.2B+—
10IA-only$50.9M84.8B+—
11IA-only—82.2B+—
12
5t Wealth
CRD 112552
IA-only$331M81.3B+—
13
Rbo &
CRD 112172
IA-only$655M80.5B+—
14
Benefits Plus
CRD 122181
IA-only—79.1B—
15IA-only—77.5B—
16
Jpeg Fund I
CRD 319146
IA-only—77.5B—
17
One Mind
CRD 339107
IA-only—77.5B—
18IA-only$355M75.8B—
19IA-only$116M75.3B—
20IA-only$267M74.8B—
21IA-only—69.5C—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.