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Find Top Financial Advisors in Sacramento, 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 Sacramento, California
Last Updated - 12-May-2022

Sacramento has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 86 non-vetted advisors in your local area. These financial advisors in Sacramento , California have an average of 19 years of experience.

NOTE: The list of financial advisors in Sacramento , 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 Sacramento , California .

Qualified Financial Advisors in Sacramento, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kevin Duffy
CFP®, MSF
ALLWORTH FINANCIAL
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
Not Disclosed Not Specified Not Specified Fee-Based
Ted Smalling
CFP®, MBA
ALLWORTH FINANCIAL
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
Not Disclosed Not Specified Not Specified Fee-Based
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
1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250,
Roseville, CA 95661
8 Not Specified Not Specified Fee-Based
Mark Palmer
CFP®, Certificate in Blockchain and Digital Assets
EDELMAN FINANCIAL ENGINES, LLC
2175 North California Boulevard,
Walnut Creek, CA 94596
27 Not Specified Not Specified Fee-Based
Ken Sakamoto
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA 94588
41 Not Specified Not Specified Fee-Based
Cynthia Leal
Certificate in Blockchain and Digital Assets, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
3950 Civic Center Drive,,
San Rafael, CA 94903
17 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
250 Montgomery Street,
San Francisco, CA 94104
11 $15,000,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Sacramento

Qualifications CRD# 2673236
FirmCRD# 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
FirmCRD# 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


Qualifications CRD# 4890912
FirmCRD# 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
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250,
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. Im 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# 2546710
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2175 North California Boulevard,
Suite 800,
Walnut Creek,
CA
94596
Phone Number 925-962-5823

I've been a financial planner since 1998. Putting my experience to work every day is what I love best. Having the opportunity to work with my clients on their journey to financial security is challenging in a good way, and it's always rewarding to help them reach their goals. In my spare time, you can usually find me sailing or cooking up something delicious.

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# 1095790
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 4301 Hacienda Drive, Suite 100,
Pleasanton,
CA
94588
Phone Number 925-660-4720

I provide my clients with holistic advice designed to help protect and grow their wealth so they can achieve their financial goals. My wife Jaclynn and I have one daughter. Originally from Hawaii, I enjoy working out and keeping fit.

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# 4816123
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3950 Civic Center Drive,,
Suite 315,
San Rafael,
CA
94903
Phone Number 415-941-4905

I've been a financial planner since 2005, and in that time, I've helped countless clients think through their lifelong goals and enable them to follow a smart and well-developed plan to achieve their financial milestones. Outside of work, I'm either spending time with my family, walking my dogs, hiking, traveling, watching movies, reading a book, gardening, or working on a DIY project at home.

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 FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location 250 Montgomery Street,
Suite 700,
San Francisco,
CA
94104
Phone Number 855-855-8005

Office Location 250 Montgomery Street,
Suite 700,
San Francisco,CA 94104
Phone Number 650-556-1310

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We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Top Financial Advisor Firms in Sacramento, California
Firm Name AUM No. of Clients Fee Structure
Adams Ashby Financial Advisors
3508 Cody Way , Suite 100,
Sacramento, CA 95864
$187,476,868 110 A percentage of AUM
Hansen & Associates Financial Group Inc.
8880 Cal Center Dr. , Suite 195,
Sacramento, CA 95826
$140,750,403 595 A percentage of AUM
Hourly charges
Fixed fees
Towerpoint Wealth, Llc
500 Capitol Mall , Suite 1060,
Sacramento, CA 95814
$363,602,101 959 A percentage of AUM
Hourly charges
Fixed fees
Boyd Wealth Management, Llc
1375 Exposition Blvd , Suite 220,
Sacramento, CA 95815
$260,509,702 353 A percentage of AUM
Fixed fees
Lucas Group Financial Planners, Inc.
1545 River Park Drive, , Suite 401,
Sacramento, CA 95815
$290,553,262 766 A percentage of AUM
Hourly charges
Fixed fees
Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS)
Strategic Wealth Advisors Group
3610 American River Drive , Suite 120,
Sacramento, CA 95864
$6,616,498,087 24579 A percentage of AUM
Hourly charges
Fixed fees
Brown Robello Capital Management, Llc
3620 American River Drive , Suite 145,
Sacramento, CA 95864
$311,050,510 382 A percentage of AUM
Hourly charges
Fixed fees
Tate Private Wealth Advisers
1545 River Park Drive , Suite 375,
Sacramento, CA 95815-4614
$399,286,089 363 A percentage of AUM
Fixed fees

    List of Additional Advisors in Sacramento, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amanda Johnson
    Inquire with Amanda
    2804 Gateway Oaks Dr, Ste 190, Sacramento, CA  95833 916-641-7400
    Bernardete Nunes
    Inquire with Bernardete
    400 Capitol Mall, Suite 1900, Sacramento, CA  95814 916-567-2057
    Allison Wealth Management
    Inquire with Allison
    1375 Exposition Boulevard, Suite 201, Sacramento, CA  95815 916-437-4263
    Joseph Hinojos
    Inquire with Joseph
    2150 River Plaza Dr, Ste 290, Sacramento, CA  95833 916-567-0489
    W Alan Silva
    Inquire with W
    2150 River Plaza Dr, Ste 290, Sacramento, CA  95833 916-567-0489
    Zach Vail
    Inquire with Zach
    2150 River Plaza Dr, Ste 290, Sacramento, CA  95833 916-567-0489
    Norielle Gottschalk
    Inquire with Norielle
    2150 River Plaza Dr, Ste 290, Sacramento, CA  95833 916-567-0489
    Derek Seo
    Inquire with Derek
    4600 Duckhorn Dr, Sacramento, CA  95834 916-554-7650
    John Kovalek
    Inquire with John
    2150 River Plaza Dr, Ste 290, Sacramento, CA  95833 916-567-0499
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    400 Capitol Mall, Suite 1900, Sacramento, CA  95814 916-444-8041
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