Find a Financial Advisor in Sacramento County, CA

 

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

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We Only Work With The Best Sacramento County 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 County, CA


  • Financial Advisor Close to Sacramento County, 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 County, 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 County, CA

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

  • Population: 1524,553
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $359,600
  • Average Monthly Housing Cost: $1,379
  • Average Household Income: $88,883
  • 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 County, 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 County, CA Financial Advisor FAQs

A financial advisor is a trained professional who will be able to guide you through numerous topics, such as investment strategies for your portfolio, estate planning.
Trying to juggle budgeting, investing, insurance and basic living expenses can become overwhelming very quickly which is why having someone who has all these pieces structured before hand can ultimately save money in other aspects of life.
Financial advisors typically provide consulting services to individuals, families, small businesses and large employers in the many areas of financial management.
It's all about finding someone who understands the need for different types of investments going forward so you'll have a variety of strategies to adopt at any point in time. That way if there are market fluctuations you'll be prepared.