Top Financial Advisors in Sacramento, California
Finding the right financial advisor in Sacramento 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 Sacramento, 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 Sacramento, CA.
Find the Best Financial Advisor Firms in Sacramento:
STRATEGIC WEALTH ADVISORS GROUP
CRD#: 283824
Address: 3610 American River Drive Suite 120, Sacramento, CA 95864
Clients: 23,045
Average Clients per Advisor: 175
AUM: $ 6.3B
TOWERPOINT WEALTH, LLC
CRD#: 288593
Address: 500 Capitol Mall Suite 1060, Sacramento, CA 95814
Clients: 284
Average Clients per Advisor: 56
AUM: $ 357M
BROWN ROBELLO CAPITAL MANAGEMENT, LLC
CRD#: 113791
Address: 3620 American River Drive Suite 145, Sacramento, CA 95864
Clients: 104
Average Clients per Advisor: 13
AUM: $ 258M
BOYD WEALTH MANAGEMENT, LLC
CRD#: 293990
Address: 1375 Exposition Blvd Suite 220, Sacramento, CA 95815
Clients: 45
Average Clients per Advisor: 15
AUM: $ 250M
LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD#: 130163
Address: 1545 River Park Drive, Suite 401, Sacramento, CA 95815
Clients: 376
Average Clients per Advisor: 125
AUM: $ 250M
ADAMS ASHBY FINANCIAL ADVISORS
CRD#: 149683
Address: 3508 Cody Way Suite 100, Sacramento, CA 95864
Clients: 11
Average Clients per Advisor: 5
AUM: $ 236M
How We Chose the Top Financial Advisors in Sacramento, California
To create this list of top financial advisor firms in Sacramento, 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 Sacramento has to offer.
Search Financial Advisors in Sacramento, California
William Leslie Stevens
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
James G George
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Freeman Mah
Registered Affiliation(s):PFS INVESTMENTS INC.
Lindsay Elizabeth Mccauley
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Daisy Lyn Ycmat-miller
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Edward David Outland
Joel Richard Hedger
Registered Affiliation(s):SECURITIES AMERICA, INC.
David Anthony Leung
Registered Affiliation(s):PFS INVESTMENTS INC.
Duc Tai Nguyen
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Robert Daniel Ornelas
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
William Andrew Odonnell
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Bret Lesley Baldinger
Registered Affiliation(s):PRINCIPAL FUNDS DISTRIBUTOR, INC.
Anthony Beltran
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Christopher Michael Wink
Registered Affiliation(s):RMC FINANCIAL ADVISORS
Manuel Alan Carbahal
Registered Affiliation(s):CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Evan G Mathew
Registered Affiliation(s):TREK FINANCIAL
Lauren Gayle Herd
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Jay Alan Yerkes
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Mark David Frederick
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Benjamin Ryan Bimson
Registered Affiliation(s):TREK FINANCIAL
Dennis James Mcguire
Registered Affiliation(s):PIPER SANDLER & CO.
Philip Edward Schlofner
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Kenney Daniel Salas
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Richard Maxey
Registered Affiliation(s):SECURITIES AMERICA 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
