Financial advisors in Folsom, CA

323 match · page 4 of 11

Zachary Smythe
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Albillar
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Braun
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Barnhill
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Okazaki
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Dutra
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexis Devorss
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexis Dunbar
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allison Crescione
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allison Devcich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Kelderman
Financial advisor at Compound Planning, Inc.
Compound Planning, Inc. · $4.85B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Dunnigan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Shafer
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angelica Morgan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anna Richardson
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Annrandyl Beach
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Beltran
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Lombardi
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aritra Bera
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Staley
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashlynn Mohan
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Audrey Bruch
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Avedis Buyuker
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bethany Ely
Financial advisor at Three Oaks Wealth
Three Oaks Wealth · $100M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bo Lowenberg
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Williams
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bret Butcher
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Rasmussen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brittany Amador
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cali Visentin
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Folsom, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Folsom, CA.

How this list works

Before you hire an advisor in Folsom, CA