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Find Top Financial Advisors in Grass Valley, California

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 - 03-Jun-2023

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
116 Henshaw Ave,
Chico, CA 95973
Not Disclosed $10,000,000,000 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Grass Valley, California

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

Office Location 116 Henshaw Ave,
Chico,CA 95973
Phone Number 888-242-6766

About Allworth Financial

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


Customer Reviews

Top Financial Advisor Firms in Grass Valley, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
OSTROFE FINANCIAL CONSULTANTS INC
420 Sierra College Drive, Suite 200, Grass Valley, CA 95945
10 1352 $282,114,000
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
    1061 East Main Street, Suite 203, Grass Valley, CA  95945 530-268-2400
    21429 Oak Ridge Drive, Grass Valley, CA  95945 530-477-0449
    100 Bank Street, Grass Valley, CA  95945 530-205-9355
    426 Sutton Way, Suite 102, Grass Valley, CA  95945 530-272-9092
    350 Crown Point Circle, Suite 115, Grass Valley, CA  95945 530-477-7492
    960 McCourtney Rd, Suite A, Grass Valley, CA  95949 530-273-8570
    350 Crown Point Circle, Suite 115, Grass Valley, CA  95945 530-477-7702
    120 N Auburn St, Suite 110, Grass Valley, CA  95945 530-274-3445
    100 Bank Street, Grass Valley, CA  95945 530-205-9355
    580 Brunswick Rd, Suite 200, Grass Valley, CA  95945 530-477-3360

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?