Financial advisers in Folsom, CA
6 registered investment adviser firms in Folsom managing $36.0B in assets, based on public SEC Form ADV filings.
Allworth Financial, L.P.
Folsom, CA · Est. 2007
National
- AUM
- $33.6B
- Per adviser
- $203M
- Advisers
- 165
No reported disclosures
Prudent Investor Advisors, LLC
Folsom, CA · Est. 2004
Local
- AUM
- $1.3B
- Per adviser
- $326M
- Advisers
- 4
No reported disclosures
Planned Solutions, INC.
Folsom, CA · Est. 1988
Local
- AUM
- $671M
- Per adviser
- $112M
- Advisers
- 6
No reported disclosures
Gasber Financial Advisors, INC
Folsom, CA · Est. 2011
LocalInternational
- AUM
- $178M
- Per adviser
- $89M
- Advisers
- 2
No reported disclosures
Fairchild Financial Advisors, INC.
Folsom, CA · Est. 2021
Local
- AUM
- $127M
- Per adviser
- $127M
- Advisers
- 1
No reported disclosures
Dachtler Wealth Advisors, LLC
Folsom, CA · Est. 2025
Local
- AUM
- $120M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures