Top 9 financial advisor firms in Sacramento

9 SEC-registered financial advisor firms are headquartered in Sacramento, CA, with $3.51B in combined regulatory assets under management. The largest by assets are Central Valley Advisors ($634M), Towerpoint Wealth ($561M) and Af Advisors ($480M).

9
Financial advisor firms: $3.51B
Their combined AUM: $410M
Median firm AUM: 3,086
Clients of the top 9

The 9 largest by assets

1
Central Valley Advisors
RIA
$634M
Up to 2.00% a year
2
Towerpoint Wealth
RIA
$561M
0.60% to 1.30% a year
3
Af Advisors
RIA
$480M
1.25% to 1.25% a year
4
Lucas Group Financial Planners
RIA
$456M
0.30% to 1.50% a year
5
Boyd Wealth Management
RIA
$410M
0.40% to 1.25% a year
6
Avisen Advisors
RIA
$389M
Regulatory AUM
7
Tate Wealth Management
RIA
$293M
Up to 1.00% a year
8
DeCamilla Capital Management
RIA
$163M
1.50% to 1.50% a year
9
Twin Rivers Wealth Management
RIA
$122M
0.50% to 1.35% a year

Profiles of the top 9

No. 1 · RIA

Central Valley Advisors

Central Valley Advisors is an investment adviser based in Sacramento, CA, registered with the SEC since 2023. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $634 million, as filed on 23 July 2026.

Central Valley Advisors charges up to 2.00% a year for its Wrap Fee Program.

Regulatory AUM: $634M
Clients: 590
Advisory staff: 4
Founded: 2023
Fee schedule: Up to 2.00% a year
Custodians: Raymond James
Headquarters: 3455 American River DR., Suite A, Sacramento, CA 95864
Phone: 916-414-8282
Website: thesalvettigroup.com

No. 2 · RIA

Towerpoint Wealth

Towerpoint Wealth is an investment adviser based in Sacramento, CA, registered with the SEC since 2017. 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 $561 million, as filed on 5 June 2026.

Towerpoint Wealth charges 0.60%–1.30% a year for its Wealth Management.

Regulatory AUM: $561M
Clients: 570
Advisory staff: 5
Founded: 2017
Fee schedule: 0.60% to 1.30% a year
Custodians: Charles Schwab
Headquarters: 500 Capitol Mall, Suite 2060, Sacramento, CA 95814
Phone: 916-405-9140
Website: towerpointwealth.com

No. 3 · RIA

Af Advisors

Af Advisors is an investment adviser based in Sacramento, CA, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $480 million, as filed on 16 March 2026.

Af Advisors charges 1.25% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $480M
Clients: 43
Advisory staff: 2
Fee schedule: 1.25% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 3508 Cody Way, Suite 100, Sacramento, CA 95864
Phone: 916-333-5989
Website: adamsashby.com

No. 4 · RIA

Lucas Group Financial Planners

Lucas Group Financial Planners is an investment adviser based in Sacramento, CA, registered with the SEC since 2018. 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 $456 million, as filed on 19 August 2026.

Lucas Group Financial Planners charges 0.30%–1.50% a year for its Investment supervisory services (ISS) model fees.

Regulatory AUM: $456M
Clients: 956
Advisory staff: 3
Fee schedule: 0.30% to 1.50% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 1545 River Park Drive,, Suite 401, Sacramento, CA 95815
Phone: 916-921-9220
Website: truewavefinancial.com

No. 5 · RIA

Boyd Wealth Management

Boyd Wealth Management is an investment adviser based in Sacramento, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $410 million, as filed on 16 March 2026.

Boyd Wealth Management charges 0.40%–1.25% a year for its Comprehensive Wealth Management.

Regulatory AUM: $410M
Clients: 162
Advisory staff: 5
Founded: 2018
Fee schedule: 0.40% to 1.25% a year
Custodians: Charles Schwab, John Hancock
Headquarters: 1545 River Park Drive, Suite 202, Sacramento, CA 95815
Phone: 916-367-0532
Website: boyd-wealth.com

No. 6 · RIA

Avisen Advisors

Avisen Advisors is an investment adviser based in Sacramento, CA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $389 million, as filed on 20 March 2026.

Regulatory AUM: $389M
Clients: 191
Advisory staff: 9
Founded: 2001
Custodians: Pershing
Headquarters: 3620 American River Drive, Suite 145, Sacramento, CA 95864
Phone: 916-480-2747
Website: avisenadvisors.com

No. 7 · RIA

Tate Wealth Management

Tate Wealth Management is an investment adviser based in Sacramento, CA, registered with the SEC since 2005. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $293 million, as filed on 24 April 2026.

Tate Wealth Management charges up to 1.00% a year for its Portfolio management services.

Regulatory AUM: $293M
Clients: 145
Advisory staff: 3
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1545 River Park Drive, Suite 375, Sacramento, CA 95815-4614
Phone: 916-929-1006

No. 8 · RIA

DeCamilla Capital Management

DeCamilla Capital Management is an investment adviser based in Sacramento, CA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $163 million, as filed on 3 March 2026.

DeCamilla Capital Management charges 1.50% a year for its Investment Management.

Regulatory AUM: $163M
Clients: 155
Advisory staff: 1
Fee schedule: 1.50% to 1.50% a year
Minimum account: $100,000
Custodians: Charles Schwab
Headquarters: 4101 J Street, Suite 150, Sacramento, CA 95819
Phone: 916-979-0870
Website: decamillacapital.com

No. 9 · RIA

Twin Rivers Wealth Management

Twin Rivers Wealth Management is an investment adviser based in Sacramento, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $122 million, as filed on 26 August 2026.

Twin Rivers Wealth Management charges 0.50%–1.35% a year for its Investment Management Fees.

Regulatory AUM: $122M
Clients: 274
Advisory staff: 4
Fee schedule: 0.50% to 1.35% a year
Headquarters: 1783 Tribute RD., Suite D, Sacramento, CA 95815
Phone: 916-545-2581
Website: tr-wealth.com

Questions about financial advisors in Sacramento

How many financial advisor firms are headquartered in Sacramento?

9 SEC-registered financial advisor firms report their principal office in Sacramento, CA, managing $3.51B 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 Sacramento?

Central Valley Advisors, with $634M in regulatory assets under management on its latest Form ADV. The next largest are Towerpoint Wealth ($561M) and Af Advisors ($480M).

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

How large is a typical financial advisor firm in Sacramento?

The median firm manages $410M in regulatory assets. That is the midpoint of the 9 firms headquartered in Sacramento.

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

How much do financial advisors in Sacramento charge?

Of the 9 largest firms, 8 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 Sacramento?

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

Sacramento has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Sacramento

Top financial advisor firms in other California cities