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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Grass Valley, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Allworth Financial
ChFC®, CFS® ALLWORTH FINANCIAL 3017 Douglas Blvd, Roseville, CA 95661 8775 Folsom Blvd Suite 100, Sacramento, CA 95826 8775 Folsom Blvd Suite 100, Sacramento, CA 95826 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
3017 Douglas Blvd,
Roseville,
CA
95661
Phone Number
888-242-6766
Office Location
8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number
888-242-6766
Office Location
8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number
888-242-6766
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Grass Valley, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| OSTROFE FINANCIAL CONSULTANTS INC
420 Sierra College Drive , Suite 200, Grass Valley, CA 95945 |
$282,114,000 | 1352 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Synergy Wealth Management LLC Inquire with Synergy |
1061 East Main Street, Suite 203, Grass Valley, CA 95945 | 530-268-2400 |
| Capstone Financial Engineering & Insurance Services Inquire with Capstone |
21429 Oak Ridge Drive, Grass Valley, CA 95945 | 530-477-0449 |
| Edward Jones Inquire with Edward |
100 Bank Street, Grass Valley, CA 95945 | 530-205-9355 |
| Edward Jones Inquire with Edward |
426 Sutton Way, Suite 102, Grass Valley, CA 95945 | 530-272-9092 |
| Edward Jones Inquire with Edward |
350 Crown Point Circle, Suite 115, Grass Valley, CA 95945 | 530-477-7492 |
| Edward Jones Inquire with Edward |
960 McCourtney Rd, Suite A, Grass Valley, CA 95949 | 530-273-8570 |
| Edward Jones Inquire with Edward |
908 Taylorville Road, Suite 100, Grass Valley, CA 95949 | 530-477-7702 |
| Edward Jones Inquire with Edward |
120 N Auburn St, Suite 110, Grass Valley, CA 95945 | 530-274-3445 |
| Edward Jones Inquire with Edward |
100 Bank Street, Grass Valley, CA 95945 | 530-205-9355 |
| Edward Jones Inquire with Edward |
580 Brunswick Rd, Suite 200, Grass Valley, CA 95945 | 530-477-3360 |
Grow your AUM with pre-qualified leads!
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