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
Marites Jane Avila
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Daniel Jay Weiler
Registered Affiliation(s):RIVERPATH INVESTMENTS LLC
David Alexander Thomas
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Thomas Nadeau
Registered Affiliation(s):KINGSWOOD WEALTH ADVISORS, LLC
Andrea M Orlando-skewis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Russell Croxton
Registered Affiliation(s):STRATEGIC WEALTH ADVISORS GROUP
Emmanuel Tzikas
Registered Affiliation(s):STRATEGIC WEALTH ADVISORS GROUP
Jeffry Dee Proul
Registered Affiliation(s):LIFEMARK SECURITIES CORP.
Rebecca Lucille Greenstein
Registered Affiliation(s):PRINCIPAL FUNDS DISTRIBUTOR, INC.
Chase W Armer
Registered Affiliation(s):PLANNED SOLUTIONS, INC.
Daniel Charles Gutierrez
Registered Affiliation(s):STATHEROS FINANCIAL SOLUTIONS, INC.
Larry Allen Galia
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Ming Soo Wong
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Bradford Walker
Registered Affiliation(s):FRANKLIN DISTRIBUTORS, LLC
Frederick Gerard Ferrara
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Terry Dean Wheeler
Registered Affiliation(s):WE ALLIANCE WEALTH ADVISORS, INC.
Tamela Latrease Robinson
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Wendy Ann Mctavish
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
George James Salidas
Registered Affiliation(s):MORGAN STANLEY
Cono T Spinelli
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scott Thomas Andersen
Registered Affiliation(s):WEDBUSH SECURITIES INC.
Bret Houston Mcintosh
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Annemarie Frost
Registered Affiliation(s):LPL FINANCIAL LLC
Jennifer Littlefield
Registered Affiliation(s):EQUITABLE 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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