AdvisorCensus / Financial advisors / California / Sacramento, CA / Charles Schwab
Financial advisors in Sacramento, CA using Charles Schwab
36 SEC-registered investment advisory firms headquartered in the Sacramento, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adams Ashby Financial Advisors | Sacramento | SEC-registered investment adviser | $100 million to $500 million |
| Allworth Financial, L.P. | Folsom | SEC-registered investment adviser | Over $5 billion |
| Archer Pointe Wealth Management, LLC | Davis | SEC-registered investment adviser | $100 million to $500 million |
| Argos Wealth Advisors LLC | Sacramento | SEC-registered investment adviser | $1 billion to $5 billion |
| Boyd Wealth Management, LLC | Sacramento | SEC-registered investment adviser | $100 million to $500 million |
| Bridgeview Capital Advisors, Inc. | El Dorado Hills | SEC-registered investment adviser | $100 million to $500 million |
| Bulman Wealth Group | Roseville | SEC-registered investment adviser | $100 million to $500 million |
| Clarion Advisors Inc. | Auburn | SEC-registered investment adviser | $100 million to $500 million |
| Decamilla Capital Management LLC | Sacramento | SEC-registered investment adviser | $100 million to $500 million |
| Delta Wealth Management | Granite Bay | SEC-registered investment adviser | $500 million to $1 billion |
| Dynamic Wealth Strategies, LLC | Granite Bay | SEC-registered investment adviser | $100 million to $500 million |
| Emerald Bay Wealth Management LLC | Tahoe City | SEC-registered investment adviser | $100 million to $500 million |
| Fairchild Financial Advisors, Inc. | Folsom | SEC-registered investment adviser | $100 million to $500 million |
| Gasber Financial Advisors, Inc | Folsom | SEC-registered investment adviser | $100 million to $500 million |
| Goldenstone Wealth Management | El Dorado Hills | SEC-registered investment adviser | $100 million to $500 million |
| IFC | Auburn | SEC-registered investment adviser | $100 million to $500 million |
| Larsen Wealth Management | El Dorado Hills | SEC-registered investment adviser | $100 million to $500 million |
| Mark Gillam Enterprises | Fair Oaks | SEC-registered investment adviser | $100 million to $500 million |
| MW Investment Strategy | El Dorado Hills | SEC-registered investment adviser | $25 million to $100 million |
| Onesource Wealth Management | Granite Bay | SEC-registered investment adviser | $100 million to $500 million |
| Parkshore Wealth Management | Granite Bay | SEC-registered investment adviser | $500 million to $1 billion |
| Riverpath Investments LLC | Folsom | SEC-registered investment adviser | $100 million to $500 million |
| ST. Clair Financial | Roseville | SEC-registered investment adviser | $100 million to $500 million |
| Statheros Financial Solutions, Inc. | El Dorado Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Stites Financial Consulting | Wilton | SEC-registered investment adviser | $100 million to $500 million |
| Tate Private Wealth Advisers | Sacramento | SEC-registered investment adviser | $100 million to $500 million |
| Three Oaks Wealth | Gold River | SEC-registered investment adviser | $100 million to $500 million |
| Tidwell Wealth Management LLC | Rocklin | SEC-registered investment adviser | $100 million to $500 million |
| Towerpoint Wealth, LLC | Sacramento | SEC-registered investment adviser | $500 million to $1 billion |
| True Wave Financial Planners | Sacramento | SEC-registered investment adviser | $100 million to $500 million |
| Twin Rivers Wealth Management | Sacramento | SEC-registered investment adviser | $100 million to $500 million |
| Up Capital Management, Inc. | Roseville | SEC-registered investment adviser | $100 million to $500 million |
| Van Hulzen Financial Advisors | El Dorado Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Vantage Financial Group | Auburn | SEC-registered investment adviser | $100 million to $500 million |
| We Alliance Wealth Advisors, Inc. | Roseville | SEC-registered investment adviser | $100 million to $500 million |
| Wealthguard Advisors, Inc. | Placerville | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Sacramento, CA using Charles Schwab. https://advisorcensus.com/advisors/ca/sacramento/custodians/charles-schwab https://advisorcensus.com/advisors/ca/sacramento/custodians/charles-schwab