Falists

California · 41 advisers

Financial Advisors in Sacramento, California

Looking for a financial advisor in Sacramento, California? Falists indexes 41 SEC-registered and state-registered investment advisers in Sacramento — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 36 firms list a website you can visit directly. Firms in this directory manage up to $633.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

41

With website

36

Largest AUM

$633.7M

Financial planning

20

Filter by specialty

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

AllWealth29Planning20Trusts22Retirement11Institutional16

Top advisors in Sacramento

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

View all 41 →

SOESBE FINANCIAL

Sacramento, CA

AUM

$84.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(916) 587-5100

Full profileVisit site →

BURGE FINANCIAL

Sacramento, CA

AUM

$14.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

916-622-0298

Full profileVisit site →
View all 41 advisors in Sacramento

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 Sacramento, California?
41 registered investment advisers are listed in our Sacramento directory, sourced from public SEC filings.
What types of advisors are in Sacramento?
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 Sacramento?
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.