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
Peter William Rizzo
Registered Affiliation(s):PFS INVESTMENTS INC.
Bryan Jay Wertzer
Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC
Robert Gordon Taylor
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Timothy T Samalis
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Steven Tong
Registered Affiliation(s):OSAIC WEALTH, INC.
Daniel Ryan Gromatzky
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Kelly Ileen Jordan
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Erin Theresa Mcguire
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.
Helen Nghi Thai
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Marshall Dean Goins
Registered Affiliation(s):CLARION ADVISORS INC.
Jorge Andres Galeano
Registered Affiliation(s):BUCKINGHAM STRATEGIC PARTNERS, LLC
James Holmes Dugan
Registered Affiliation(s):MORGAN STANLEY
Scott Mitchell Nelson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kenneth Lee Christie
Registered Affiliation(s):SPECTRUM WEALTH ADVISORY GROUP, LLC
Harley Moser Lukenbill
Registered Affiliation(s):FRANKLIN DISTRIBUTORS, LLC
Kurt James Halverstadt
Registered Affiliation(s):THE SULLIVAN GROUP
Gregory William Zanolli
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Seth Levin Kaplan
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Gary Jay Krasnov
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Bart Fredric Vannucci
Registered Affiliation(s):PFS INVESTMENTS INC.
Eric Ronaldo Solis
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Catherine Louise Dunnam
Registered Affiliation(s):PLANNED SOLUTIONS, INC.
Troy Douglas Thomas
Registered Affiliation(s):NEWPORT GROUP CONSULTING, LLC
Lonny Justin Rush
Registered Affiliation(s):FARNAM STREET INVESTMENTS
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
