AdvisorCensus / Financial advisors / California / Sacramento, CA / Branch offices
Advisory firms with an office in Sacramento, CA, headquartered elsewhere
84 investment advisory firms with a principal office outside the Sacramento, CA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisory Alpha, LLC | Rocklin, CA | Holland, MI | SEC-registered investment adviser |
| American Investors Co | Auburn, CA | San Ramon, CA | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Folsom, CA | Lincoln, NE | SEC-registered investment adviser |
| Apella Wealth | Davis, CA | West Hartford, CT | SEC-registered investment adviser |
| APS Investment Management Group | Folsom, CA | Jackson, CA | SEC-registered investment adviser |
| Arrowroot Family Office, LLC | El Dorado Hills, CA | Marina del Rey, CA | SEC-registered investment adviser |
| AWH Financial, LLC | Sacramento, CA | Bala Cynwyd, PA | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Elk Grove, CA | Cedar Rapids, IA | SEC-registered investment adviser |
| Bluespring Wealth Management, LLC | Roseville, CA | Austin, TX | SEC-registered investment adviser |
| BPM Wealth Advisors, LLC | Sacramento, CA | San Francisco, CA | SEC-registered investment adviser |
| Bridgeport Financial Solutions | Roseville, CA | Phoenix, AZ | SEC-registered investment adviser |
| California Financial Advisors | Auburn, CA | San Ramon, CA | SEC-registered investment adviser |
| Calton & Associates, Inc. | Folsom, CA | Tampa, FL | SEC-registered investment adviser |
| Captrust | Sacramento, CA | Raleigh, NC | SEC-registered investment adviser |
| Castle Rock Wealth Management, LLC | Sacramento, CA | Walnut Creek, CA | SEC-registered investment adviser |
| CL Wealth Management LLC | Folsom, CA | Schaumburg, IL | SEC-registered investment adviser |
| Clear Creek Financial Management, LLC | Granite Bay, CA | Silverdale, WA | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Roseville, CA | Ann Arbor, MI | SEC-registered investment adviser |
| Continuum Advisory, LLC | Folsom, CA | Eagle, ID | SEC-registered investment adviser |
| Cooper McManus | Auburn, CA | Irvine, CA | SEC-registered investment adviser |
| Copper Financial | Davis, CA | Lenexa, KS | SEC-registered investment adviser |
| Corecap Advisors | Davis, CA | Southfield, MI | SEC-registered investment adviser |
| Creative Planning | El Dorado Hills, CA | Overland Park, KS | SEC-registered investment adviser |
| D.A. Davidson & Co. | Roseville, CA | Great Falls, MT | SEC-registered investment adviser |
| Eagle Strategies LLC | Roseville, CA | New York, NY | SEC-registered investment adviser |
| Edelman Financial Engines | Roseville, CA | Santa Clara, CA | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Sacramento, CA | Ontario, CA | SEC-registered investment adviser |
| Fermata Advisors | Auburn, CA | Sonoma, CA | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Sacramento, CA | Phoenix, AZ | SEC-registered investment adviser |
| Gebhardt Group, Inc | Roseville, CA | Lafayette, CA | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Roseville, CA | Alpharetta, GA | SEC-registered investment adviser |
| Golden State Wealth Management, LLC | El Dorado Hills, CA | Powell, WY | SEC-registered investment adviser |
| HBW Advisory Services LLC | Roseville, CA | Simi Valley, CA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Folsom, CA | Chicago, IL | SEC-registered investment adviser |
| Hilltop Securities Inc. | Roseville, CA | Dallas, TX | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Sacramento, CA | Houston, TX | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Roseville, CA | Austin, TX | SEC-registered investment adviser |
| Independent Financial Group, LLC | Sacramento, CA | San Diego, CA | SEC-registered investment adviser |
| Infinity Financial Services Advisory | Sacramento, CA | Oakland, CA | SEC-registered investment adviser |
| Jasper Ridge Partners, L.P. | Roseville, CA | Fort Worth, TX | SEC-registered investment adviser |
| Kera Capital Partners | Granite Bay, CA | San Jose, CA | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Roseville, CA | San Diego, CA | SEC-registered investment adviser |
| Liberty Wealth Management, LLC | Roseville, CA | Oakland, CA | SEC-registered investment adviser |
| Lido | Sacramento, CA | Los Angeles, CA | SEC-registered investment adviser |
| Lifeworks Advisors, LLC | Folsom, CA | Grand Rapids, MI | SEC-registered investment adviser |
| Mariner | Sacramento, CA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | El Dorado Hills, CA | Overland Park, KS | SEC-registered investment adviser |
| Mercer Investments LLC | Rancho Cordova, CA | Boston, MA | SEC-registered investment adviser |
| Mutual Advisors, LLC | Roseville, CA | Omaha, NE | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Sacramento, CA | Omaha, NE | SEC-registered investment adviser |
| Nationwide Investment Advisors, LLC | Sacramento, CA | Columbus, OH | SEC-registered investment adviser |
| Newedge Advisors | Folsom, CA | New Orleans, LA | SEC-registered investment adviser |
| Northrock Partners, LLC | Auburn, CA | Minneapolis, MN | SEC-registered investment adviser |
| NWF Advisory Services Inc | Cameron Park, CA | Los Angeles, CA | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Sacramento, CA | Scottsdale, AZ | SEC-registered investment adviser |
| PCM Encore, LLC | Folsom, CA | Aspen, CO | SEC-registered investment adviser |
| Pgim, Inc. | Roseville, CA | Newark, NJ | SEC-registered investment adviser |
| Prime Capital Financial | Folsom, CA | Overland Park, KS | SEC-registered investment adviser |
| Principal Asset Management | Roseville, CA | Des Moines, IA | SEC-registered investment adviser |
| Principal Securities, Inc. | Roseville, CA | Des Moines, IA | SEC-registered investment adviser |
| Pure Financial Advisors, LLC | Davis, CA | San Diego, CA | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Rocklin, CA | Saint Petersburg, FL | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Roseville, CA | Milwaukee, WI | SEC-registered investment adviser |
| Rubicon Advisors | Roseville, CA | Redding, CA | SEC-registered investment adviser |
| Safeguard Investment Advisory Group, LLC | Roseville, CA | Corona, CA | SEC-registered investment adviser |
| Scharf Investments, LLC | Soquel, CA | Los Gatos, CA | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Folsom, CA | St. George, UT | SEC-registered investment adviser |
| Sowell Management | Granite Bay, CA | North Little Rock, AR | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Loomis, CA | Bloomington, IL | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Roseville, CA | Beachwood, OH | SEC-registered investment adviser |
| Talon LLC | Elk Grove, CA | San Juan, PR | SEC-registered investment adviser |
| The Ameriflex Group | Folsom, CA | Las Vegas, NV | SEC-registered investment adviser |
| The Institute | Sacramento, CA | Denver, CO | SEC-registered investment adviser |
| TLG Advisors, Inc. | Sacramento, CA | Summit, NJ | SEC-registered investment adviser |
| Trek Financial | Davis, CA | Scottsdale, AZ | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Sacramento, CA | Minneapolis, MN | SEC-registered investment adviser |
| USA Financial Securities LLC | Shingle Springs, CA | Ada, MI | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Elk Grove, CA | Woodbury, NY | SEC-registered investment adviser |
| Verity Asset Management | Citrus Heights, CA | Durham, NC | SEC-registered investment adviser |
| Vistica Wealth Advisors, LLC | Gold River, CA | Carlsbad, CA | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Folsom, CA | Plymouth, MN | SEC-registered investment adviser |
| Wedbush Securities Inc. | Roseville, CA | Pasadena, CA | SEC-registered investment adviser |
| Western Wealth Management LLC | Roseville, CA | Golden, CO | SEC-registered investment adviser |
| Wise Wealth Partners, LLC | Folsom, CA | Phoenix, AZ | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Sacramento, CA on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| KW Wealth Management LLC | Gold River, CA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Sacramento, CA, headquartered elsewhere. https://advisorcensus.com/advisors/ca/sacramento/branch-offices https://advisorcensus.com/advisors/ca/sacramento/branch-offices