Best Financial Advisors in SACRAMENTO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SACRAMENTO
DECAMILLA CAPITAL MANAGEMENT LLC
SACRAMENTO, CA · Since 2022
TATE PRIVATE WEALTH ADVISERS
SACRAMENTO, CA · Since 2005
TRUE WAVE WEALTH PLANNERS
SACRAMENTO, CA · Since 2018
EVERY SECURITIES LLC
SACRAMENTO, CA · Since 2024
EF PORTFOLIO
SACRAMENTO, CA · Since 2026
RCM ROBINSON CAPITAL MANAGEMENT LLC
SACRAMENTO, CA · Since 2007
AVISEN ADVISORS, LLC
SACRAMENTO, CA · Since 2007
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
TOWERPOINT WEALTH, LLC
SACRAMENTO, CA · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.