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
Bobby Dalton Guleng Roy
Registered Affiliation(s):PFS INVESTMENTS INC.
Scott Allen Walton
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Matthew Scott Mcdonald
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Andrew Ross Fairbanks
Registered Affiliation(s):LPL FINANCIAL LLC
Ann Marie Vandemark
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Todd Royce Hadley
Registered Affiliation(s):LUCAS GROUP FINANCIAL PLANNERS, INC.
Robert Lee Tate
Registered Affiliation(s):TATE PRIVATE WEALTH ADVISERS
John Thomas Davis
Registered Affiliation(s):MOSS ADAMS WEALTH ADVISORS LLC
Lee Alan Rosenblum
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Amrinder Singh Dhaliwal
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael Andrew Hastings
Registered Affiliation(s):LPL FINANCIAL LLC
Terry J Ward
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Morgan James Lynch
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Gary Bladen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Alexandra Papazian Telaro
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Robert Lane Salamone
Registered Affiliation(s):SECURITIES MANAGEMENT & RESEARCH, INC.
Clarissa Marie Engelbrecht
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Adriana Valenzuela
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jordan Michael Anderson
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Tu Chuong Niem
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Suzy Lam
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jocelyn Merisa Fante-yim
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jonathan Bolter
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Harold Harding
Registered Affiliation(s):HILLTOP SECURITIES 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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