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
Russell Alan Abbott
Registered Affiliation(s):MORGAN STANLEY
David Allan Loeffler
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Joseph B Nix
Registered Affiliation(s):NIX WEALTH MANAGEMENT
Wade Brendan Lokka
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Chad Steven Clauson
Registered Affiliation(s):PRINCIPAL FUNDS DISTRIBUTOR, INC.
Kelli Hanna Rasmussen
Registered Affiliation(s):PRINCIPAL FUNDS DISTRIBUTOR, INC.
Christine Elizabeth Boyd
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Kevin Keith Boyce
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Carla Faye Smith
Registered Affiliation(s):PFS INVESTMENTS INC.
Gilbert Randy Gardner
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Ian M. Robertson
Registered Affiliation(s):FRANKLIN DISTRIBUTORS, LLC
David Lawrence Hedger
Registered Affiliation(s):LIBERTY WEALTH MANAGEMENT, LLC
William Patrick Hagerty
Registered Affiliation(s):EAGLE STRATEGIES LLC
Kristen Mary Doyle
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Rachael Marie Peirce
Registered Affiliation(s):UP CAPITAL MANAGEMENT, INC.
Julie Lamson Domenick
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Sione Fetuu Tulua
Registered Affiliation(s):PFS INVESTMENTS INC.
Brad Grant Lauppe
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Marion Rita Hebert
Ryan James Allen
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Asher Miroslav Styrsky
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Juan Carlos Jurado
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Michael Louis Placencia
Registered Affiliation(s):STERN BROTHERS & CO.
Matthew Casey Murdock
Registered Affiliation(s):WEALTHGUARD ADVISORS, 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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