Firms by city
Registered investment advisers in Sacramento, CA
10 SEC-registered advisers headquartered in Sacramento, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Central Valley Advisors | Sacramento, CA | $634M |
| Towerpoint Wealth | Sacramento, CA | $561M |
| Af Advisors | Sacramento, CA | $480M |
| Lucas Group Financial Planners | Sacramento, CA | $456M |
| Boyd Wealth Management | Sacramento, CA | $410M |
| Avisen Advisors | Sacramento, CA | $389M |
| Tate Wealth Management | Sacramento, CA | $293M |
| DeCamilla Capital Management | Sacramento, CA | $163M |
| Every Securities | Sacramento, CA | $123M |
| Twin Rivers Wealth Management | Sacramento, CA | $122M |
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $634M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $561M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $480M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $456M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $410M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $389M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $293M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $163M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $123M
- Headquarters
- Sacramento, CA
- Regulatory AUM
- $122M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Sacramento on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.