Top financial advisors in Folsom, CA
We've curated a list of the best financial advisors in Folsom, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $16,391,792,274 Number of advisors 343 advisors | |||
| 2 | Assets under management $132,696,218 Number of advisors 4 advisors | |||
| 3 | Assets under management $108,100,701 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Folsom, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Folsom. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Allworth Financial, L.p.
Allworth Financial, L.P., based in Folsom, CA, is a registered investment adviser specializing in providing investment advisory services through its Wrap Fee Program. Established in 2025, the firm offers a comprehensive range of services, including financial planning, retirement plan consulting, and variable annuity sub-account management. Allworth's investment strategies are tailored to individual client goals and objectives, with a focus on diversified portfolios and risk management. Clients participating in the Wrap Fee Program pay a management fee based on the value of their accounts, with a minimum annual fee of $2,500 and a maximum fee of 1.85%. The fee covers advisory services, trade execution fees, and most transaction costs. Allworth primarily manages accounts on a discretionary basis, allowing clients to impose reasonable restrictions on their accounts if desired. The firm conducts ongoing account reviews, provides regular statements and reports to clients, and ensures open communication channels between clients and portfolio managers. Allworth maintains a Code of Ethics to uphold the highest standards of professionalism and integrity. Additionally, the firm discloses potential conflicts of interest, such as referral arrangements and compensation structures related to third-party services. Allworth Financial has no reportable disciplinary events and maintains a strong financial position to meet its commitments to clients. Clients are encouraged to review the detailed information provided in the brochure for a comprehensive understanding of the firm's services, fees, and policies.
$16,391,792,274 under management
343 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Gasber Financial Advisors, Inc
Gasber Financial Advisors, Inc. is an SEC-registered investment adviser founded in 1995, offering fee-only financial planning and investment management services. The firm provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Clients grant limited power of attorney to Gasber Financial Advisors for investment decisions within established parameters. The firm does not act as a custodian of client assets, ensuring clients maintain asset control. Gasber Financial Advisors offers comprehensive financial planning services covering areas such as risk management, tax planning, retirement planning, and estate planning. Investment management services include determining investment goals, asset allocation, and selection of securities or fund managers. The firm primarily recommends no-load mutual funds or Exchange Traded Funds. Clients pay investment management fees based on a tiered schedule according to the portfolio's value. The firm employs fundamental analysis and long-term investment strategies, focusing on strategic asset allocation and globally diversified portfolios. Gasber Financial Advisors does not engage in performance-based fees or side-by-side management. The firm does not have a history of legal or disciplinary events and does not participate in soft dollar programs. Clients receive quarterly performance reports and account reviews. Gasber Financial Advisors does not vote on client securities and does not have custody of client assets. The firm has a Business Continuity Plan and an Information Security Program in place to safeguard client information.
$132,696,218 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Fairchild Financial Advisors, Inc.
Fairchild Financial Advisors, Inc. is a SEC-registered investment adviser based in California, established in January 2013 by Steven Fairchild. The firm offers individual portfolio management services, providing personalized investment strategies based on client needs and objectives. They manage advisory accounts on a discretionary basis, focusing on securities like exchange-listed securities, mutual fund shares, and corporate debt securities. Additionally, Fairchild offers services through the AssetMark Platform, acting as an investment adviser to clients. The minimum investment required in the AssetMark Platform ranges from $25,000 for Mutual Fund and ETF Accounts to $100,000 to $500,000 for Separately Managed Accounts. Fairchild Financial also engages in other financial industry activities, including affiliations with LPL Financial for securities and investment advisory services. The firm's fee structure includes an annual advisor fee based on a percentage of assets under management, with breakpoints starting at $1,000,000. Fairchild Financial does not charge performance-based fees and has no disciplinary events to disclose. Clients have the option to terminate the advisory relationship at any time with a 30-day notice. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Fairchild Financial maintains a Code of Ethics and addresses conflicts of interest by disclosing potential conflicts and ensuring client interests are prioritized.
$108,100,701 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Folsom, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Folsom. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Top advisors in California
AlamedaAlamoAliso ViejoAnaheimAuburnBakersfieldBerkeleyBeverly HillsBreaBurbankBurlingameCalabasasCamarilloCampbellCarlsbadCarmelCentury CityChicoClaremontClaytonConcordCoronaCorona Del MarCoronadoCorte MaderaCosta MesaCulver CityCupertinoCypressDaly CityDana PointDanvilleDavisDel MarDiamond BarEast Palo AltoEl Dorado HillsEl SegundoEncinitasEscondidoFairfieldFoster CityFremontFresnoFullertonGlendaleGoletaGranite BayGrass ValleyHuntington BeachIndian WellsIrvineLafayetteLaguna BeachLaguna HillsLaguna NiguelLake ForestLa MesaLarkspurLivermoreLodiLong BeachLos AltosLos AngelesLos GatosManhattan BeachMarina Del ReyMenlo ParkMill ValleyModestoMontecitoMontereyMoorparkMorgan HillMountain ViewMurrietaNapaNewport BeachNorth HollywoodNovatoOaklandOntarioOrangeOrindaPalm DesertPalo AltoPalos Verdes EstatesPasadenaPetalumaPiedmontPlacentiaPlaya VistaPleasant HillPleasantonPoint RichmondPortola ValleyRancho Santa FeReddingRedlandsRedondo BeachRedwood CityRedwood ShoresRiponRiversideRocklinRolling HillsRolling Hills Est.RosevilleSacramentoSam RamonSan BernardinoSan ClementeSan DiegoSan FranciscoSan JoseSan Juan CapistranoSan Luis ObispoSan MarinoSan MateoSan RafaelSan RamonSanta AnaSanta BarbaraSanta ClaraSanta MonicaSanta RosaSaratogaSausalitoSeal BeachSebastopolSherman OaksSimi ValleySolana BeachSonomaSouth Coast MetroSouth PasadenaSouth San FranciscoStocktonStudio CityTemeculaThousand OaksTiburonTorranceTustinWalnut CreekWatsonvilleWest HollywoodWestlake VillageWhittierWoodland HillsYorba LindaIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.