Best Financial Advisors in SACRAMENTO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SACRAMENTO
TATE PRIVATE WEALTH ADVISERS
SACRAMENTO, CA · Since 2005
TRUE WAVE WEALTH PLANNERS
SACRAMENTO, CA · Since 2018
DECAMILLA CAPITAL MANAGEMENT LLC
SACRAMENTO, CA · Since 2022
EVERY SECURITIES LLC
SACRAMENTO, CA · Since 2024
EF PORTFOLIO
SACRAMENTO, CA · Since 2026
ADAMS ASHBY FINANCIAL ADVISORS
SACRAMENTO, CA · Since 2018
BOYD WEALTH MANAGEMENT, LLC
SACRAMENTO, CA · Since 2018
THE SALVETTI GROUP
SACRAMENTO, CA · Since 2023
SOCOTRA MANAGEMENT, INC.
SACRAMENTO, CA · Since 2024
RCM ROBINSON CAPITAL MANAGEMENT LLC
SACRAMENTO, CA · Since 2007
AVISEN ADVISORS, LLC
SACRAMENTO, CA · Since 2007
TOWERPOINT WEALTH, LLC
SACRAMENTO, CA · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SACRAMENTO?
The median advisory fee in SACRAMENTO, CA is 0.95% of assets under management per year, based on Form ADV filings from 12 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.