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
David Laurance Herman
Registered Affiliation(s):CYPRESS POINT FINANCIAL ADVISORS, LLC
Michael Terrence Hullen
Registered Affiliation(s):LIBERTY WEALTH MANAGEMENT, LLC
Alan Wayne Torrey
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Jay Hudgins
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Richard Anthony Ayala
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Eric Vaughn Garrison
Registered Affiliation(s):D.A. DAVIDSON & CO.
Daniel Cabot Lowe
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig Erhard Weis
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Michael John Zehnder
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Douglas M Brauer
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
John Luis Allen
Registered Affiliation(s):MORGAN STANLEY
Bradley Scott Sullivan
Registered Affiliation(s):MUTUAL ADVISORS, LLC
Kevin Michael Rose
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Donna Cirelli
Registered Affiliation(s):PFS INVESTMENTS INC.
Dino Arena
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michael Wolfgang Kleczek
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Alexander Matthew Saldana
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Stanford Gunso Hirata
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Glen Barry Cheron
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Kathleen Louise Johnston
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Nancy Linda Toms
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Tom Alan Campeau
Registered Affiliation(s):EDWARD JONES
Stacey Leung Crawford
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Patricia Ann Upton
Registered Affiliation(s):MORGAN STANLEY
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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