Financial advisers in Sacramento, CA
12 registered investment adviser firms in Sacramento managing $4.0B in assets, based on public SEC Form ADV filings.
The Salvetti Group
Sacramento, CA · Est. 2023
Local
- AUM
- $634M
- Per adviser
- $158M
- Advisers
- 4
No reported disclosures
Towerpoint Wealth, LLC
Sacramento, CA · Est. 2017
LocalInternational
- AUM
- $561M
- Per adviser
- $112M
- Advisers
- 5
No reported disclosures
Adams Ashby Financial Advisors
Sacramento, CA · Est. 2018
LocalInternational
- AUM
- $480M
- Per adviser
- $240M
- Advisers
- 2
No reported disclosures
True Wave Wealth Planners
Sacramento, CA · Est. 2018
Local
- AUM
- $456M
- Per adviser
- $152M
- Advisers
- 3
No reported disclosures
Boyd Wealth Management, LLC
Sacramento, CA · Est. 2018
Local
- AUM
- $410M
- Per adviser
- $82M
- Advisers
- 5
No reported disclosures
Avisen Advisors, LLC
Sacramento, CA · Est. 2007
Local
- AUM
- $389M
- Per adviser
- $43M
- Advisers
- 9
No reported disclosures
Socotra Management, INC.
Sacramento, CA · Est. 2024
Local
- AUM
- $389M
- Per adviser
- $97M
- Advisers
- 4
No reported disclosures
Tate Private Wealth Advisers
Sacramento, CA · Est. 2005
Local
- AUM
- $293M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Decamilla Capital Management LLC
Sacramento, CA · Est. 2022
LocalInternational
- AUM
- $163M
- Per adviser
- $163M
- Advisers
- 1
No reported disclosures
Every Securities LLC
Sacramento, CA · Est. 2024
Local
- AUM
- $123M
- Per adviser
- $123M
- Advisers
- 1
No reported disclosures
Rcm Robinson Capital Management LLC
Sacramento, CA · Est. 2007
Local
- AUM
- $62M
- Per adviser
- $62M
- Advisers
- 1
No reported disclosures
Ef Portfolio
Sacramento, CA · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures