Top 9 advisors in Sacramento
We’ve curated a list of the best financial advisors in Sacramento, take a look at it below
Find an advisor in Sacramento| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $446,662,989 | 4 advisors | ||
| 2 | $348,684,345 | 8 advisors | ||
| 3 | $302,719,725 | 3 advisors | ||
| 4 | $257,663,151 | 8 advisors | ||
| 5 | $250,337,737 | 5 advisors | ||
| 6 | $235,984,600 | 2 advisors | ||
| 7 | $233,271,332 | 5 advisors | ||
| 8 | $191,556,559 | 4 advisors | ||
| 9 | $87,726,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Sacramento, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sacramento. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. The Salvetti Group
Assets under management
$446,662,989
Fee structure
A percentage of assets under your management
Services offered
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)
2. Towerpoint Wealth, LLC
Assets under management
$348,684,345
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Lucas Group Financial Planners, Inc.
Assets under management
$302,719,725
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Avisen Advisors, LLC
Assets under management
$257,663,151
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. Boyd Wealth Management, LLC
Assets under management
$250,337,737
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
6. Adams Ashby Financial Advisors
Assets under management
$235,984,600
Fee structure
A percentage of assets under your management
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
- Not sure which one to choose?Use our smart matching tool
7. Tate Private Wealth Advisers
Assets under management
$233,271,332
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
8. Hansen & Associates Financial Group Inc.
Assets under management
$191,556,559
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
Selection Of Other Advisers
9. Strategic Retirement Advisors, LLC
Assets under management
$87,726,000
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
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.