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Find Top Financial Advisors in Sacramento, 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 Sacramento, California

Last Updated - November 23, 2023

Sacramento has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 91 non-vetted advisors in your local area. These financial advisors in Sacramento, California have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Sacramento, California mentioned below does 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
DeCamilla Capital Management
DECAMILLA CAPITAL MANAGEMENT, LLC
4101 J Street,
Suite B,
Sacramento, CA 95819
40 Years Not Specified $100,000 Fee-Only
Allworth Financial
MBA
ALLWORTH FINANCIAL
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Brian Malkinson
HBW ADVISORY SERVICES
3017 Douglas Blvd,
Roseville, CA 95661
10 Years Not Specified $250,000 Fee-Only
Allworth Financial
ChFC®, CFS®
ALLWORTH FINANCIAL
3017 Douglas Blvd,
Roseville, CA 95661
Not Disclosed $10,000,000,000 Not Specified Fee-Based
David Roggenkamp
ChFC®
COMMONWEALTH FINANCIAL NETWORK
700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939
31 Years Not Specified Not Specified Fee-Based
Kristie Cahill
CFP®, CEP®
HAVEN WEALTH MANAGEMENT
One Sansome St., Ste. 3500,
San Francisco, CA 94104
22 Years $60,000,000 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Sacramento, California

Qualifications CRD# 108027
Firm CRD# 108027
Series 7, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 4101 J Street,
Suite B,
Sacramento,
CA
95819
Phone Number 916-979-0870

About DeCamilla Capital Management, LLC

DeCamilla Capital Management, LLC

A private independent money management firm established in 1998, DeCamilla Capital customizes and manages enterprise-driven investment portfolios. We operate as investment fiduciaries on behalf of our customers' sharing our knowledge, building trust and confidence, and serving in a dutiful manner in managing the assets of our clients for their exclusive benefit. We do this work because we believe investment advisers should not be salespeople but should provide ethical investment guidance and expertise. Our lean yet robust nature enables us to put more focus on individual customers and their investment needs and goals using our 30 plus years of investment experience. We service clients nationwide from our main office in Sacramento, California.

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


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

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6952754
Firm CRD# 143665
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 3017 Douglas Blvd,
Roseville,
CA
95661
Phone Number 916-509-3231

With offices in both ROSEVILLE and CARLSBAD, Brian's devotion to helping people is what has driven him throughout his career. A career with more than a decade of experience in financial advisement, planning, and management. It is his diversified experience that has shaped Brian's approach to wealth management, asset management, and retirement planning. This knowledge along with his commitment to understanding every client's needs ensures a unique experience for both clients and businesses looking to plan for their future. The advisor to client relationship is extremely important for Brian's business as he believes investment decisions should be driven by more than just risk tolerance or suitability but by a sound financial plan that is specific to each client's goals and values. Outside of his career as a financial advisor with HBW, Brian has owned multiple businesses as both a sole proprietor and corporate executive. As a former educator, Brian has taught at multiple universities and developed certification programs for multiple organizations. A father of four children, Brian understands the importance of planning for the future and protecting what matters most.

About HBW Advisory Services

HBW Advisory Services

HBW has been a family-owned business since its founding in 1991. The financial world has changed a lot since then. But since our first day we have tried to treat every client as part of the family. That has not changed. HBW's most basic belief and guiding principle is in providing our advisors and clients the tools they need to stay the course, to stick to their financial plans, to seek control of the factors that form the basis of all other investment success: saving, asset protection through insurance, and tax planning. We also believe our clients relationship with their advisor is among their most important assets when times are challenging. Quite simply, we believe advice from most independent financial advisors will be better than advice from anywhere else. Our view is that products are products. Real solutions are based on values and goals, not hypothetical investment returns, fear-based sales tactics or big company guarantees crippled by the fine print. Why deal with some firm's inherent conflict of interest if you do not have to? We are committed to people and families: committed to helping our clients fulfill hopes, accomplish goals, and realize dreams. HBW Advisory Services LLC, is a Registered Investment Advisory Services Company entrusted with over $1 billion in client assets under management.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 3017 Douglas Blvd,
Roseville,
CA
95661
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


Qualifications CRD# 1934091
Firm CRD# 8032
Series 7, 63

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 700 Larkspur Landing Circle, Suite 199,
Larkspur,
CA
94939
Phone Number 415-785-4540

David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans. David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network® and is a certified Chartered Financial Consultant (ChfC). David was appointed Chartered Financial Consultant® (ChFC®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College. David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.

About Commonwealth Financial Network

Commonwealth Financial Network

Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships. Client references furnished upon request. https://www.davidroggenkamp.com/


Qualifications CRD# 4439727
Firm CRD# 281213
Series 66

Compensation/Fee Fee-Based, Based on Assets


Office Location One Sansome St., Ste. 3500,
San Francisco,
CA
94104
Phone Number 415-878-1177

Kristie is a Certified Financial Planner and Wealth Advisor. She looks at each client's financial situation like a unique puzzle. She knows one approach won't work for every problem; that's why she takes the time to understand each client. Since 2000, Kristie has worked with several well-known investment management firms. She founded Haven Wealth Mangement and deliberately chose to work as a Registered Investment Advisor because it aligns her interests with clients needs. She attained her CFP before the age of 40, less than 5% of first-time CFP holders are women under the age of 40. She holds her California life and health insurance licenses and has been a Certified Estate Planner since January 2014. When she's not at work, Kristie loves traveling, snowboarding, scuba diving and spending time with her husband, Shane.

About Haven Wealth Management

Haven Wealth Management

We offer financial planning, investment management and retirement planning for individuals and families. At HWM, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives. We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. Our mission is the help our clients make sound financial decisions that allow them to thrive.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
STRATEGIC WEALTH ADVISORS GROUP
3610 American River Drive, Suite 120, Sacramento, CA 95864
237 24579 $6,616,498,087
A percentage of AUM, Hourly charges, Fixed fees
TATE PRIVATE WEALTH ADVISERS
1545 River Park Drive, Suite 375, Sacramento, CA 95815-4614
5 363 $399,286,089
A percentage of AUM, Fixed fees
TOWERPOINT WEALTH, LLC
500 Capitol Mall, Suite 1060, Sacramento, CA 95814
6 959 $363,602,101
A percentage of AUM, Hourly charges, Fixed fees
AVISEN ADVISORS, LLC
3620 American River Drive, Suite 145, Sacramento, CA 95864
8 382 $311,050,510
A percentage of AUM, Hourly charges, Fixed fees
LUCAS GROUP FINANCIAL PLANNERS, INC.
1545 River Park Drive,, Suite 401, Sacramento, CA 95815
5 766 $290,553,262
A percentage of AUM, Hourly charges, Fixed fees, Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS)
BOYD WEALTH MANAGEMENT, LLC
1375 Exposition Blvd, Suite 220, Sacramento, CA 95815
5 353 $260,509,702
A percentage of AUM, Fixed fees
ADAMS ASHBY FINANCIAL ADVISORS
3508 Cody Way, Suite 100, Sacramento, CA 95864
2 110 $187,476,868
A percentage of AUM
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
8880 Cal Center Dr., Suite 195, Sacramento, CA 95826
4 595 $140,750,403
A percentage of AUM, Hourly charges, Fixed fees

    Frequently Asked Questions

    Financial advisors and financial planners in California differ in their scope of services and qualifications. A financial advisor provides a variety of services such as investment management, retirement planning, wealth management, and more, depending on the need of an individual. In contrast, a financial planner is a qualified professional who creates personalized financial plans for clients, focusing on areas including retirement, tax, and estate planning. Planners hold specific credentials (CFP, CFA, etc.), and have a fiduciary duty to act in their client's best interests. To learn more, read on about the differences between Financial advisors and financial planners.

    When choosing a financial advisor in California who specializes in socially responsible investing, be sure to ask the advisor about their approach to screening investments for environmental, social, and governance (ESG) factors. You can also search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. Additionally, you may also use our free advisor match service to get matched to and compare 2 to 3 financial advisors who meet your specific requirements. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing That You Should Ask Your Financial Advisor.

    When choosing a financial advisor in California, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    To ensure that a financial advisor in California prioritizes your best interests, seek out advisors who adhere to a fiduciary standard, which legally obligates them to act in your best interests and avoid conflicts of interest. When selecting an advisor, inquire about their fiduciary status and how they will consistently prioritize your interests. To make sure your best interests are being considered, learn more about the role of a fiduciary financial advisor and the support they can provide.

    A financial planner can help you choose the most suitable retirement plans based on your individual circumstances and financial goals, including a 401(k), IRA, Thrift Savings Plan (TSP), and cash-balance pension plans. If you wish to learn more about planning for retirement, read more about the 4 Types of Retirement Plans.

    A financial advisor in California may assist you in reducing your tax burden through various strategies, such as optimizing deductions, implementing tax-efficient investment strategies, exploring retirement account contributions, and advising on tax-advantaged savings vehicles. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.