Top 5 financial advisor firms in Folsom

5 SEC-registered financial advisor firms are headquartered in Folsom, CA, with $34.7B in combined regulatory assets under management. The largest by assets are Allworth Financial ($33.6B), Planned Solutions Financial & Insurance Services ($671M) and Gasber Financial Advisors ($178M).

5
Financial advisor firms: $34.7B
Their combined AUM: $178M
Median firm AUM: 30,752
Clients of the top 5

The 5 largest by assets

1
Allworth Financial
RIA
$33.6B
Up to 2.00%
2
Planned Solutions Financial & Insurance Services
RIA
$671M
0.50% to 1.10% a year
3
Gasber Financial Advisors
RIA
$178M
0.20% to 1.00% a year
4
Fairchild Financial Advisors
RIA
$127M
Regulatory AUM
5
Dachtler Wealth Advisors
RIA
$120M
Up to 1.20% a year

Profiles of the top 5

No. 1 · RIA

Allworth Financial

Allworth Financial is an investment adviser based in Folsom, CA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $33.6 billion, as filed on 29 July 2026.

Allworth Financial charges up to 2.00% for its Asset management. The brochure does not state whether the rate is annual.

Regulatory AUM: $33.6B
Clients: 29,297
Advisory staff: 165
Fee schedule: Up to 2.00%
Custodians: Charles Schwab, Fidelity
Headquarters: 340 Palladio Pkwy., Suite 501, Folsom, CA 95630
Phone: 916-482-2196
Website: allworthfinancial.com

No. 2 · RIA

Planned Solutions Financial & Insurance Services

Planned Solutions Financial & Insurance Services is an investment adviser based in Folsom, CA, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $671 million, as filed on 2 April 2026.

Planned Solutions Financial & Insurance Services charges 0.50%–1.10% a year for its Portfolio management fees.

Regulatory AUM: $671M
Clients: 827
Advisory staff: 6
Founded: 1988
Fee schedule: 0.50% to 1.10% a year
Headquarters: 1130 Iron Point Road #170, Folsom, CA 95630-8310
Phone: 916-361-0100
Website: plannedsolutions.com

No. 3 · RIA

Gasber Financial Advisors

Gasber Financial Advisors is an investment adviser based in Folsom, CA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $178 million, as filed on 23 February 2026.

Gasber Financial Advisors charges 0.20%–1.00% a year for its Investment Management (Non-Qualified).

Regulatory AUM: $178M
Clients: 183
Advisory staff: 2
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 81 Blue Ravine Road, Suite 250, Folsom, CA 95630-4157
Phone: 916-985-2594
Website: gasberfinancial.com

No. 4 · RIA

Fairchild Financial Advisors

Fairchild Financial Advisors is an investment adviser based in Folsom, CA, registered with the SEC since 2021. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $127 million, as filed on 12 March 2026.

Regulatory AUM: $127M
Clients: 247
Advisory staff: 1
Custodians: Charles Schwab, Assetmark Trust
Headquarters: 193 Blue Ravine Road, Suite 130, Folsom, CA 95630
Phone: 916-351-9900

No. 5 · RIA

Dachtler Wealth Advisors

Dachtler Wealth Advisors is an investment adviser based in Folsom, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $120 million, as filed on 11 March 2026.

Dachtler Wealth Advisors charges up to 1.20% a year for its Portfolio Management Services.

Regulatory AUM: $120M
Clients: 198
Advisory staff: 4
Fee schedule: Up to 1.20% a year
Minimum account: $100,000
Custodians: SEI Investments Distribution
Headquarters: 2130 E Bidwell Street, Suite 100, Folsom, CA 95630
Phone: 916-933-3076
Website: dachtlerwealth.com

Questions about financial advisors in Folsom

How many financial advisor firms are headquartered in Folsom?

5 SEC-registered financial advisor firms report their principal office in Folsom, CA, managing $34.7B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Folsom?

Allworth Financial, with $33.6B in regulatory assets under management on its latest Form ADV. The next largest are Planned Solutions Financial & Insurance Services ($671M) and Gasber Financial Advisors ($178M).

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

How large is a typical financial advisor firm in Folsom?

The median firm manages $178M in regulatory assets. That is the midpoint of the 5 firms headquartered in Folsom.

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

How much do financial advisors in Folsom charge?

Of the 5 largest firms, 4 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 Folsom?

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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