AdvisorCensus / Financial advisors / California / Sacramento, CA / Fidelity Investments
Financial advisors in Sacramento, CA using Fidelity Investments
6 SEC-registered investment advisory firms headquartered in the Sacramento, CA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Allworth Financial, L.P. | Folsom | SEC-registered investment adviser | Over $5 billion |
| Bulman Wealth Group | Roseville | SEC-registered investment adviser | $100 million to $500 million |
| Carbahal Olsen Financial Services Group LLC | Davis | SEC-registered investment adviser | $100 million to $500 million |
| Tate Private Wealth Advisers | Sacramento | SEC-registered investment adviser | $100 million to $500 million |
| Tidwell Wealth Management LLC | Rocklin | 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 |
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. Fidelity Investments nationwide
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