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Top 3 financial advisor firms in Auburn

3 SEC-registered financial advisor firms are headquartered in Auburn, CA, with $426M in combined regulatory assets under management. The largest by assets are Ifc and Insurance Marketing ($173M), Clarion Advisors ($134M) and Hudson Financial Services ($119M).

3
Financial advisor firms
$426M
Their combined AUM
$134M
Median firm AUM
2,133
Clients of the top 3

The 3 largest by assets

  1. 1
    Ifc and Insurance Marketing

    RIA

    $173M

  2. 2
    Clarion Advisors

    RIA

    $134M

  3. 3
    Hudson Financial Services

    RIA

    $119M

Profiles of the top 3

No. 1 · RIA

Ifc and Insurance Marketing

Ifc and Insurance Marketing is an investment adviser based in Auburn, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $173 million, as filed on 12 June 2026.

Ifc and Insurance Marketing charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM
$173M
Clients
1,050
Advisory staff
7
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab, Altruist
Headquarters
102 El Dorado St., Auburn, CA 95603
Phone
530-886-8550
Website
ifcins.com

No. 2 · RIA

Clarion Advisors

Clarion Advisors is an investment adviser based in Auburn, CA, registered with the SEC since 2024. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $134 million, as filed on 30 April 2026.

Clarion Advisors charges 1.00% a year for its Portfolio Management Fees.

Regulatory AUM
$134M
Clients
632
Advisory staff
1
Fee schedule
1.00% to 1.00% a year
Custodians
Charles Schwab
Headquarters
1519 Lincoln Way, Auburn, CA 95603
Phone
530-889-0200
Website
clarionadvisors.com

No. 3 · RIA

Hudson Financial Services

Hudson Financial Services is an investment adviser based in Auburn, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $119 million, as filed on 15 May 2026.

Hudson Financial Services charges up to 2.00% a year for its Asset Management.

Regulatory AUM
$119M
Clients
451
Advisory staff
4
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
164 Maple St., Suite 1, Auburn, CA 95603
Phone
530-906-1948
Website
realhopeadvisors.com

Questions about financial advisors in Auburn

How many financial advisor firms are headquartered in Auburn?

3 SEC-registered financial advisor firms report their principal office in Auburn, CA, managing $426M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Auburn?

Ifc and Insurance Marketing, with $173M in regulatory assets under management on its latest Form ADV. The next largest are Clarion Advisors ($134M) and Hudson Financial Services ($119M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Auburn?

The median firm manages $134M in regulatory assets. That is the midpoint of the 3 firms headquartered in Auburn.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Auburn charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Auburn?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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