Financial advisors in Sacramento, CA

76 match · page 2 of 3

John Lockwood
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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John Nordstrom
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Signorotti
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Deeringer
Financial advisor at Deeringer Wealth Management, LLC
Deeringer Wealth Management, LLC · $39.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Nix
Financial advisor at Nix Wealth Management
Nix Wealth Management · $82M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Walters
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Joshua Hurd
Financial advisor at Sightline Wealth
Sightline Wealth · $56M AUM
CFP®VerifiedFinancial planning
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Joshuaalexander Bingtan
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kate Keller
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Schraeder
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
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Kathryn McCall
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Brothers
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Chang
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Pajak
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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Lauren Rowan
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Levi Larsen
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lon Burford
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc Bacsafra
Financial advisor at Twin Rivers Wealth Management
Twin Rivers Wealth Management · $121.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marcos Calderon
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Mark Huffman
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Page
Financial advisor at True Wave Financial Planners
True Wave Financial Planners · $456.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Baril
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Genovese
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Jeter
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Myles Maxey
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Natallia Parsons-Hrebneva
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Salvetti
Financial advisor at The Salvetti Group
The Salvetti Group · $633.7M AUM
CFP®Verified
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Norielle Gottschalk
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Paige Farrell
Financial advisor at Endeavor Financial Planning
Endeavor Financial Planning · $53.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Ashby
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®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 Sacramento, 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.

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Financial advisors in Sacramento, CA.

How this list works

Before you hire an advisor in Sacramento, CA