Top Financial Advisors in Folsom, California
Finding the right financial advisor in Folsom 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 Folsom, 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 Folsom, CA.
Find the Best Financial Advisor Firms in Folsom:
ALLWORTH FINANCIAL, L.P.
CRD#: 111167
Address: 340 Palladio Pkwy. Suite 501, Folsom, CA 95630
Clients: 16,755
Average Clients per Advisor: 125
AUM: $ 17.0B
PRUDENT INVESTOR ADVISORS, LLC
CRD#: 121922
Address: 101 Parkshore Drive, Suite 100, Folsom, CA 95630
Clients: 31
Average Clients per Advisor: 7
AUM: $ 1.1B
PLANNED SOLUTIONS, INC.
CRD#: 105052
Address: 1130 Iron Point Road #170, Folsom, CA 95630-8310
Clients: 600
Average Clients per Advisor: 85
AUM: $ 398M
VERIPAX WEALTH MANAGEMENT, INC.
CRD#: 139663
Address: 101 Parkshore Dr., Ste 100, Folsom, CA 95630
Clients: 146
Average Clients per Advisor: 73
AUM: $ 230M
LAKE TAHOE WEALTH MANAGEMENT, INC.
CRD#: 166173
Address: Folsom, CA
Clients: 178
Average Clients per Advisor: 59
AUM: $ 184M
GASBER FINANCIAL ADVISORS, INC
CRD#: 157329
Address: 81 Blue Ravine Road Suite 250, Folsom, CA 95630-4157
Clients: 93
Average Clients per Advisor: 46
AUM: $ 140M
How We Chose the Top Financial Advisors in Folsom, California
To create this list of top financial advisor firms in Folsom, 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 Folsom has to offer.
Search Financial Advisors in Folsom, California
Erick Hoyer
Registered Affiliation(s):CREATIVE PLANNING
Justin Michael Elliott
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Melanie Ann Bergevin
Registered Affiliation(s):EDWARD JONES
Yen T Truong
Registered Affiliation(s):CAPTRUST
Kyle Daniel Roulet
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
David Cloninger
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Cody Clay Sloan
Registered Affiliation(s):EDWARD JONES
Steven Lee Mccartney
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Carl David Wenger
Registered Affiliation(s):EDWARD JONES
Kelly Jean Shultz
Registered Affiliation(s):EDWARD JONES
Kristin Corinne Knight
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
James Audy Braziel
Registered Affiliation(s):NPB FINANCIAL GROUP, LLC
Craig Hamilton Barker
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Bruce C Woodbury
Registered Affiliation(s):LPL FINANCIAL LLC
Douglas Scott Kyro
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Steven Frederick Rau
Registered Affiliation(s):LPL FINANCIAL LLC
James Dean Kersey
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Jodi Lynn Pieczynski
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Cunningham Lindsey
Registered Affiliation(s):COOPER MCMANUS
Kevin Ainslie Shimmel
Registered Affiliation(s):MORGAN STANLEY
Steven Edward Rutledge
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Christina H. Florence
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Daniel Dean Ross
Registered Affiliation(s):LIBERTY WEALTH MANAGEMENT, LLC
Robert Edward Nienaber
Registered Affiliation(s):LION STREET ADVISORS, LLC
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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