California · 3 advisers
Financial Advisors in Gold River, California
Looking for a financial advisor in Gold River, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Gold River — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $89.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$89.3M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Gold River
Ranked by AUM · Fees, team & specialties at a glance
THREE OAKS WEALTH
Gold River, CA
AUM
$89.3M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
916-318-4849
ALPHA RETIREMENT WEALTH, LLC
Gold River, CA
AUM
$32.0M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; SELECTION OF OTHER ADVISOR FEES
916-229-8346
ZELLER KERN BUSINESS ADVISORS
Gold River, CA
AUM
—
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
916-436-8270
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Common questions
- How many financial advisors are in Gold River, California?
- 3 registered investment advisers are listed in our Gold River directory, sourced from public SEC filings.
- What types of advisors are in Gold River?
- 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 Gold River?
- 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.