{
  "path": "/advisors/ca/sacramento",
  "url": "https://advisorcensus.com/advisors/ca/sacramento",
  "page_type": "metro",
  "title": "Financial advisors in Sacramento, CA",
  "filters": {},
  "scope_total": 172,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Sacramento, CA?",
      "a": "AdvisorCensus lists 172 investment advisory firms with a principal office in the Sacramento metro area, from Form ADV filings as of October 2026: 57 SEC-registered, 91 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Sacramento, CA?",
      "a": "53 of the 172 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Sacramento, CA offer financial planning?",
      "a": "111 of the 148 firms in Sacramento, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Sacramento, CA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 53 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 172 investment advisory firms with a principal office in the Sacramento metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Sacramento has 172 investment advisory firms with a principal office in the metro area as of October 2026: 57 SEC-registered, 91 state-registered, and 24 exempt reporting advisers. 53 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 75 report under $100 million in regulatory assets under management. The metro area has 881,889 households, 155,198 of them with income of $200,000 or more, or 902 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Sacramento, CA: 172 firms from Form ADV filings as of October 2026.",
  "total_firms": 172,
  "page": 1,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 57,
    "state": 91,
    "exempt": 24
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 53
    },
    {
      "code": "percentage_of_aum",
      "count": 133
    },
    {
      "code": "hourly",
      "count": 81
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 89
    },
    {
      "code": "commissions",
      "count": 4
    },
    {
      "code": "performance_based",
      "count": 11
    },
    {
      "code": "other",
      "count": 24
    },
    {
      "code": "not_reported",
      "count": 24
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 84
    },
    {
      "code": "5_to_9",
      "count": 33
    },
    {
      "code": "10_to_19",
      "count": 38
    },
    {
      "code": "20_plus",
      "count": 15
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 44
    },
    {
      "code": "25m_100m",
      "count": 31
    },
    {
      "code": "100m_500m",
      "count": 44
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 4
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 42
    }
  ],
  "firms": [
    {
      "crd_number": 330299,
      "name": "245 Investments LLC",
      "name_as_filed": "245 INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/245-investments-llc-sacramento-ca-330299",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333270,
      "name": "5 Talents Advisors, Inc",
      "name_as_filed": "5 TALENTS ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/5-talents-advisors-inc-cameron-park-ca-333270",
      "city": "Cameron Park",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133240,
      "name": "Aaron Geoffrey Turner",
      "name_as_filed": "AARON GEOFFREY TURNER",
      "url": "https://advisorcensus.com/firm/aaron-geoffrey-turner-sacramento-ca-133240",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327724,
      "name": "Abound Financial",
      "name_as_filed": "ABOUND FINANCIAL",
      "url": "https://advisorcensus.com/firm/abound-financial-granite-bay-ca-327724",
      "city": "Granite Bay",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149683,
      "name": "Adams Ashby Financial Advisors",
      "name_as_filed": "ADAMS ASHBY FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/adams-ashby-financial-advisors-sacramento-ca-149683",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165348,
      "name": "Advent Capital LLC",
      "name_as_filed": "ADVENT CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/advent-capital-llc-roseville-ca-165348",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135881,
      "name": "Aladino Financial Services, Inc.",
      "name_as_filed": "ALADINO FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/aladino-financial-services-inc-el-dorado-hills-ca-135881",
      "city": "El Dorado Hills",
      "state": "CA",
      "years_registered": 36,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111167,
      "name": "Allworth Financial, L.P.",
      "name_as_filed": "ALLWORTH FINANCIAL, L.P.",
      "url": "https://advisorcensus.com/firm/allworth-financial-l-p-folsom-ca-111167",
      "city": "Folsom",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140186,
      "name": "Alpenglobal Capital, LLC",
      "name_as_filed": "ALPENGLOBAL CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/alpenglobal-capital-llc-tahoe-city-ca-140186",
      "city": "Tahoe City",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281786,
      "name": "Alpha Retirement Wealth, LLC",
      "name_as_filed": "ALPHA RETIREMENT WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/alpha-retirement-wealth-llc-gold-river-ca-281786",
      "city": "Gold River",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154366,
      "name": "Alpine Peaks Consulting",
      "name_as_filed": "ALPINE PEAKS CONSULTING",
      "url": "https://advisorcensus.com/firm/alpine-peaks-consulting-alpine-meadows-ca-154366",
      "city": "Alpine Meadows",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318857,
      "name": "Angelsdeck LLC",
      "name_as_filed": "ANGELSDECK LLC",
      "url": "https://advisorcensus.com/firm/angelsdeck-llc-sacramento-ca-318857",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 308777,
      "name": "Archer Pointe Wealth Management, LLC",
      "name_as_filed": "ARCHER POINTE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/archer-pointe-wealth-management-llc-davis-ca-308777",
      "city": "Davis",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340567,
      "name": "Arcpoint Financial Advisors",
      "name_as_filed": "ARCPOINT FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/arcpoint-financial-advisors-roseville-ca-340567",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144481,
      "name": "Argos Wealth Advisors LLC",
      "name_as_filed": "ARGOS WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/argos-wealth-advisors-llc-sacramento-ca-144481",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333085,
      "name": "Atwima Wealth Management LLC",
      "name_as_filed": "ATWIMA WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/atwima-wealth-management-llc-sacramento-ca-333085",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113791,
      "name": "Avisen Advisors, LLC",
      "name_as_filed": "AVISEN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/avisen-advisors-llc-sacramento-ca-113791",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340669,
      "name": "Award Financial Group",
      "name_as_filed": "AWARD FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/award-financial-group-wilton-ca-340669",
      "city": "Wilton",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340191,
      "name": "Baluden Financial",
      "name_as_filed": "BALUDEN FINANCIAL",
      "url": "https://advisorcensus.com/firm/baluden-financial-sacramento-ca-340191",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171939,
      "name": "Bangerter Financial Services, Inc.",
      "name_as_filed": "BANGERTER FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/bangerter-financial-services-inc-roseville-ca-171939",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317851,
      "name": "Bayshore Investments LLC",
      "name_as_filed": "BAYSHORE INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/bayshore-investments-llc-sacramento-ca-317851",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 153633,
      "name": "Bellwether Capital Management LLC",
      "name_as_filed": "BELLWETHER CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bellwether-capital-management-llc-fair-oaks-ca-153633",
      "city": "Fair Oaks",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312860,
      "name": "Black Star Fund Management I LLC",
      "name_as_filed": "BLACK STAR FUND MANAGEMENT I LLC",
      "url": "https://advisorcensus.com/firm/black-star-fund-management-i-llc-sacramento-ca-312860",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338084,
      "name": "Blue Forest Asset Management",
      "name_as_filed": "BLUE FOREST ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/blue-forest-asset-management-sacramento-ca-338084",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 293990,
      "name": "Boyd Wealth Management, LLC",
      "name_as_filed": "BOYD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/boyd-wealth-management-llc-sacramento-ca-293990",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300233,
      "name": "Braziel & Associates, LLC",
      "name_as_filed": "BRAZIEL & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/braziel-and-associates-llc-roseville-ca-300233",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111396,
      "name": "Brian SLY and Company",
      "name_as_filed": "BRIAN SLY AND COMPANY",
      "url": "https://advisorcensus.com/firm/brian-sly-and-company-meadow-vista-ca-111396",
      "city": "Meadow Vista",
      "state": "CA",
      "years_registered": 31,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 6290,
      "name": "Bridgeview Capital Advisors, Inc.",
      "name_as_filed": "BRIDGEVIEW CAPITAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/bridgeview-capital-advisors-inc-el-dorado-hills-ca-6290",
      "city": "El Dorado Hills",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313552,
      "name": "Bulman Wealth Group",
      "name_as_filed": "BULMAN WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/bulman-wealth-group-roseville-ca-313552",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172552,
      "name": "Burge Financial",
      "name_as_filed": "BURGE FINANCIAL",
      "url": "https://advisorcensus.com/firm/burge-financial-sacramento-ca-172552",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340415,
      "name": "Capital Narrative Wealth Management",
      "name_as_filed": "CAPITAL NARRATIVE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-narrative-wealth-management-sacramento-ca-340415",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151765,
      "name": "Carbahal Olsen Financial Services Group LLC",
      "name_as_filed": "CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC",
      "url": "https://advisorcensus.com/firm/carbahal-olsen-financial-services-group-llc-davis-ca-151765",
      "city": "Davis",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311674,
      "name": "Chimera Wealth",
      "name_as_filed": "CHIMERA WEALTH",
      "url": "https://advisorcensus.com/firm/chimera-wealth-carmichael-ca-311674",
      "city": "Carmichael",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306645,
      "name": "CIF Advisors Inc.",
      "name_as_filed": "CIF ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/cif-advisors-inc-sacramento-ca-306645",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131081,
      "name": "Clarion Advisors Inc.",
      "name_as_filed": "CLARION ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/clarion-advisors-inc-auburn-ca-131081",
      "city": "Auburn",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165694,
      "name": "Continuum Financial Partners, LLC",
      "name_as_filed": "CONTINUUM FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/continuum-financial-partners-llc-el-dorado-hills-ca-165694",
      "city": "El Dorado Hills",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159719,
      "name": "Corley Investment Management",
      "name_as_filed": "CORLEY INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/corley-investment-management-folsom-ca-159719",
      "city": "Folsom",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158525,
      "name": "Covered Edge Asset Management, LLC",
      "name_as_filed": "COVERED EDGE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/covered-edge-asset-management-llc-roseville-ca-158525",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164965,
      "name": "CVF Capital Partners, Inc.",
      "name_as_filed": "CVF CAPITAL PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/cvf-capital-partners-inc-davis-ca-164965",
      "city": "Davis",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 335863,
      "name": "Dachtler Wealth Advisors, LLC",
      "name_as_filed": "DACHTLER WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/dachtler-wealth-advisors-llc-folsom-ca-335863",
      "city": "Folsom",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322047,
      "name": "DCA Family Office, LLC",
      "name_as_filed": "DCA FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/dca-family-office-llc-roseville-ca-322047",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165633,
      "name": "DCA Management Company, Inc.",
      "name_as_filed": "DCA MANAGEMENT COMPANY, INC.",
      "url": "https://advisorcensus.com/firm/dca-management-company-inc-roseville-ca-165633",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 108027,
      "name": "Decamilla Capital Management LLC",
      "name_as_filed": "DECAMILLA CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/decamilla-capital-management-llc-sacramento-ca-108027",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301187,
      "name": "Deeringer Wealth Management, LLC",
      "name_as_filed": "DEERINGER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/deeringer-wealth-management-llc-sacramento-ca-301187",
      "city": "Sacramento",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111368,
      "name": "Delta Wealth Management",
      "name_as_filed": "DELTA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/delta-wealth-management-granite-bay-ca-111368",
      "city": "Granite Bay",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298928,
      "name": "Dimensions Wealth Management, LLC",
      "name_as_filed": "DIMENSIONS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/dimensions-wealth-management-llc-roseville-ca-298928",
      "city": "Roseville",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339186,
      "name": "Dreams Investment Solutions",
      "name_as_filed": "DREAMS INVESTMENT SOLUTIONS",
      "url": "https://advisorcensus.com/firm/dreams-investment-solutions-folsom-ca-339186",
      "city": "Folsom",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167594,
      "name": "Dynamic Wealth Strategies, LLC",
      "name_as_filed": "DYNAMIC WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/dynamic-wealth-strategies-llc-granite-bay-ca-167594",
      "city": "Granite Bay",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334463,
      "name": "Eckel Financial Advisors",
      "name_as_filed": "ECKEL FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/eckel-financial-advisors-fair-oaks-ca-334463",
      "city": "Fair Oaks",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145449,
      "name": "Elite Capital Services, LLC",
      "name_as_filed": "ELITE CAPITAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/elite-capital-services-llc-folsom-ca-145449",
      "city": "Folsom",
      "state": "CA",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "metro": {
      "path": "/advisors/ca/sacramento",
      "label": "Financial advisors in Sacramento, CA"
    },
    "city_pages": [
      {
        "path": "/advisors/ca/sacramento/roseville",
        "label": "Financial advisors in Roseville, CA",
        "firm_count": 34
      },
      {
        "path": "/advisors/ca/sacramento/folsom",
        "label": "Financial advisors in Folsom, CA",
        "firm_count": 20
      },
      {
        "path": "/advisors/ca/sacramento/el-dorado-hills",
        "label": "Financial advisors in El Dorado Hills, CA",
        "firm_count": 13
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ca/sacramento/fee-only",
        "label": "Fee-only financial advisors in Sacramento, CA",
        "firm_count": 53
      },
      {
        "path": "/advisors/ca/sacramento/flat-fee",
        "label": "Flat-fee financial advisors in Sacramento, CA",
        "firm_count": 89
      },
      {
        "path": "/advisors/ca/sacramento/hourly",
        "label": "Hourly financial advisors in Sacramento, CA",
        "firm_count": 81
      }
    ],
    "niche_pages": []
  },
  "csv": "https://advisorcensus.com/advisors/ca/sacramento.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  },
  "sec_registrations_12_months": {
    "new_sec_registrations": 8,
    "sec_registered_at_start": 54,
    "per_100_registered": null,
    "national_per_100": 10.11,
    "as_of": "2026-10-01",
    "sentence": "Over the 12 months to October 1, 2026, 8 firms here registered with the SEC as investment advisers.",
    "source": "https://advisorcensus.com/reports/monthly/2026-10"
  }
}