Top Financial Advisors in Sacramento, California
Finding the right financial advisor in Sacramento is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Sacramento, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Sacramento, CA.
Find the Best Financial Advisor Firms in Sacramento:
TOWERPOINT WEALTH, LLC
CRD#: 288593
Address: 500 Capitol Mall Suite 2060, Sacramento, CA 95814
Clients: 400
Average Clients per Advisor: 80
AUM: $ 561M
TRUE WAVE FINANCIAL PLANNERS
CRD#: 130163
Address: 1545 River Park Drive, Suite 401, Sacramento, CA 95815
Clients: 656
Average Clients per Advisor: 218
AUM: $ 456M
BOYD WEALTH MANAGEMENT, LLC
CRD#: 293990
Address: 1545 River Park Drive Suite 202, Sacramento, CA 95815
Clients: 51
Average Clients per Advisor: 10
AUM: $ 410M
AVISEN ADVISORS, LLC
CRD#: 113791
Address: 3620 American River Drive Suite 145, Sacramento, CA 95864
Clients: 100
Average Clients per Advisor: 11
AUM: $ 389M
KW WEALTH MANAGEMENT LLC
CRD#: 298466
Address: Sacramento, CA
Clients: 50
Average Clients per Advisor: 50
AUM: $ 122M
TWIN RIVERS WEALTH MANAGEMENT
CRD#: 305773
Address: 1783 Tribute Rd., Suite D, Sacramento, CA 95815
Clients: 234
Average Clients per Advisor: 58
AUM: $ 122M
How We Chose the Top Financial Advisors in Sacramento, California
To create this list of top financial advisor firms in Sacramento, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Sacramento has to offer.
Search Financial Advisors in Sacramento, California
Lucas Michael Giordano
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jesus Martinez Zepeda
Registered Affiliation(s):PFS INVESTMENTS INC.
Steven Edward Zeller
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Rashida Lilani
Registered Affiliation(s):OSAIC WEALTH, INC.
Russel Louis Phelps III
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Edward Hardy
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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