Find a Financial Advisor in Sacramento, CA

 

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We did the hard work of finding trustworthy partners in Sacramento, CA.

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We Only Work With The Best Sacramento Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Sacramento, CA


  • Financial Advisor Close to Sacramento, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Sacramento, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Sacramento, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Sacramento financial advisors.
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How Retirement-Friendly is Sacramento, CA?

  • Population: 500,930
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $343,300
  • Average Monthly Housing Cost: $1,324
  • Average Household Income: $83,189
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Sacramento, CA

 

ADAMS ASHBY FINANCIAL ADVISORS

Website

(916) 333-5989

3508 Cody Way
Suite 100
Sacramento, CA 95864

SEC#: 801-114137
Years in Business: 3 years

TOWERPOINT WEALTH, LLC

Website

(916) 405-9140

500 Capitol Mall
Suite 1060
Sacramento, CA 95814

SEC#: 801-110596
Years in Business: 4 years

BOYD WEALTH MANAGEMENT, LLC

Website

(916) 367-0532

1375 Exposition Blvd
Suite 220
Sacramento, CA 95815

SEC#: 801-113198
Years in Business: 3 years

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Website

(916) 924-7527

740 University Avenue
Suite 100
Sacramento, CA 95825

SEC#: 801-36720
Years in Business: 31 years

STRATEGIC WEALTH ADVISORS GROUP

Website

(650) 571-1934

3610 American River Drive
Suite 120
Sacramento, CA 95864

SEC#: 801-107913
Years in Business: 5 years

LUCAS GROUP FINANCIAL PLANNERS, INC.

Website

(916) 921-9220

1545 River Park Drive,
Suite 401
Sacramento, CA 95815

SEC#: 801-112737
Years in Business: 3 years

ALLWORTH FINANCIAL, L.P.

Website

(916) 482-2196

8775 Folsom Blvd.
Suite 100
Sacramento, CA 95826

SEC#: 801-68255
Years in Business: 14 years

BROWN ROBELLO CAPITAL MANAGEMENT, LLC

Website

(916) 480-2747

3620 American River Drive
Suite 145
Sacramento, CA 95864

SEC#: 801-67652
Years in Business: 14 years

AW SECURITIES

Website

(916) 608-1525

8775 Folsom Blvd.
Suite 100
Sacramento, CA 95826

SEC#: 801-69038
Years in Business: 13 years

 


Sacramento, CA Financial Advisor FAQs

A financial advisor can help people make better money decisions by understanding their finances and providing recommendations on what they should do next.osed to
There are a number of questions you should ask your financial advisor, but by far the most important question is Why should I do business with you?. Remember that an investment advisor's primary responsibility is to ensure that his or her clients (you) stay wealthy and don't go broke. Asking this question will help weed out those who take a less risky approach
You should always speak to a qualified specialist before making any decisions about your financial future. If you have questions about managing your money, it would be worth meeting with an impartial financial advisor you trust.
The costs are relative to the level of service expected. If you expect detailed, tailored advice for your specific issues, then the price will be high. However, if you are looking for general advice on where to put your money, then the expense will be lower.