Falists

California · 8 advisers

Financial Advisors in Auburn, California

Looking for a financial advisor in Auburn, California? Falists indexes 8 SEC-registered and state-registered investment advisers in Auburn — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $173.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

7

Largest AUM

$173.5M

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth6Planning5Trusts6Retirement4Institutional1

Top advisors in Auburn

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

IFC

Auburn, CA

AUM

$173.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

530-886-8550

Full profileVisit site →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Auburn, California?
8 registered investment advisers are listed in our Auburn directory, sourced from public SEC filings.
What types of advisors are in Auburn?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Auburn?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.