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Find Top Financial Advisors in Grass Valley, California

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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.

Finding the Top Financial Advisor in Grass Valley, California
Last Updated - 28-Nov-2022

Grass Valley has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 12 non-vetted advisors in your local area. These financial advisors in Grass Valley, California have an average of 8 years of experience.

NOTE: The list of financial advisors in Grass Valley, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Grass Valley, California.

Qualified Financial Advisors in Grass Valley, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Tad Doughty
ChFC®, CFS®
ALLWORTH FINANCIAL
3017 Douglas Blvd,
Roseville, CA 95661
Not Disclosed Not Specified Not Specified Fee-Based
Zach Lindemann
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2901 Douglas Blvd Suite 250,
Sacramento I - Roseville (East),
Roseville, CA 95661
8 Not Specified Not Specified Fee-Based
Kevin Duffy
CFP®, MSF
ALLWORTH FINANCIAL
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
Not Disclosed Not Specified Not Specified Fee-Based
Ted Smalling
MBA, CFP®
ALLWORTH FINANCIAL
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Grass Valley

Qualifications CRD# 4890912
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 3017 Douglas Blvd,
Roseville,
CA
95661
Phone Number 888-242-6766

Tad Doughty holds the Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC) designations, and has been with Allworth Financial for 15 years. A native of Sacramento, CA, he is a direct descendant of Declaration of Independence signee, John Hart. Tad lives with his wife Stephanie in Sacramento, California.

About Allworth Financial

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


Qualifications CRD# 6154134
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 2901 Douglas Blvd Suite 250,
Sacramento I - Roseville (East),
Roseville,
CA
95661
Phone Number 916-462-5220

I'm a dedicated financial planner who loves to educate my clients and help them achieve their financial goals. My entire family lives in Northern California, and even though I've lived and worked in California and Arizona, Northern California has always been my home. I'm happily married to my wife, Belinda, and we welcomed our first child, Lukas, in 2021.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2673236
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 8775 Folsom Blvd Suite 100,
Sacramento,
CA
95826
Phone Number 888-242-6766

Kevin Duffy is a CERTIFIED FINANCIAL PLANNERprofessional with over 25 years of financial sector and advisory experience. He holds a Master of Science degree in Finance from George Washington University in Washington, DC. In his spare time, Kevin skis, plays the violin, and volunteers in the Sacramento region at various community organizations.

About Allworth Financial

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


Qualifications CRD# 5981078
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 8775 Folsom Blvd Suite 100,
Sacramento,
CA
95826
Phone Number 888-242-6766

Ted Smalling is a CERTIFIED FINANCIAL PLANNER™ professional, and holds an MBA from the Keller Graduate School of Management. A native of Sacramento, CA, before embarking on an advisory career, Ted spent 25 years as a small business owner. An avid golfer, Ted lives with his family in Elk Grove, California.

About Allworth Financial

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

    List of Additional Advisors in Grass Valley, California*

    * 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
    350 Crown Point Circle, Suite 115, Grass Valley, CA  95945 530-477-7492
    Edward Jones
    Inquire with Edward
    120 N Auburn St, Suite 110, Grass Valley, CA  95945 530-274-3445
    Edward Jones
    Inquire with Edward
    426 Sutton Way, Suite 102, Grass Valley, CA  95945 530-272-9092
    Edward Jones
    Inquire with Edward
    580 Brunswick Rd, Suite 200, Grass Valley, CA  95945 530-477-3360
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