# Financial advisors for businesses in Sacramento, CA

> AdvisorCensus lists 37 investment advisory firms with a principal office in the Sacramento metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/sacramento/for-businesses

## At a glance

- Investment advisory firms: 37
- Registration: SEC-registered investment adviser: 24, State-registered investment adviser: 13
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (35%); Percentage of assets 35 (95%); Hourly charges 19 (51%); Subscription fees (newsletter or periodical) 2 (5%); Fixed fees 25 (68%); Performance-based fees 4 (11%); Other 4 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (11%); $25 million to $100 million 7 (19%); $100 million to $500 million 17 (46%); $500 million to $1 billion 3 (8%); $1 billion to $5 billion 3 (8%); Over $5 billion 1 (3%); Not reported 2 (5%)
- Years registered: Under 5 years 14 (38%); 5 to 9 years 13 (35%); 10 to 19 years 6 (16%); 20 years or more 4 (11%)

## Firms (page 1 of 1, 1 to 37 of 37, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [245 Investments LLC](https://advisorcensus.com/firm/245-investments-llc-sacramento-ca-330299) ([md](https://advisorcensus.com/firm/245-investments-llc-sacramento-ca-330299.md)) | 330299 | Sacramento, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee |
| [Allworth Financial, L.P.](https://advisorcensus.com/firm/allworth-financial-l-p-folsom-ca-111167) ([md](https://advisorcensus.com/firm/allworth-financial-l-p-folsom-ca-111167.md)) | 111167 | Folsom, CA | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee, Performance fee |
| [Avisen Advisors, LLC](https://advisorcensus.com/firm/avisen-advisors-llc-sacramento-ca-113791) ([md](https://advisorcensus.com/firm/avisen-advisors-llc-sacramento-ca-113791.md)) | 113791 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Baluden Financial](https://advisorcensus.com/firm/baluden-financial-sacramento-ca-340191) ([md](https://advisorcensus.com/firm/baluden-financial-sacramento-ca-340191.md)) | 340191 | Sacramento, CA | State-registered investment adviser | Not reported | 0 | Hourly, Subscription, Fixed fee |
| [Bangerter Financial Services, Inc.](https://advisorcensus.com/firm/bangerter-financial-services-inc-roseville-ca-171939) ([md](https://advisorcensus.com/firm/bangerter-financial-services-inc-roseville-ca-171939.md)) | 171939 | Roseville, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Other |
| [Boyd Wealth Management, LLC](https://advisorcensus.com/firm/boyd-wealth-management-llc-sacramento-ca-293990) ([md](https://advisorcensus.com/firm/boyd-wealth-management-llc-sacramento-ca-293990.md)) | 293990 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Braziel & Associates, LLC](https://advisorcensus.com/firm/braziel-and-associates-llc-roseville-ca-300233) ([md](https://advisorcensus.com/firm/braziel-and-associates-llc-roseville-ca-300233.md)) | 300233 | Roseville, CA | State-registered investment adviser | Not reported | 7 | Hourly |
| [Bridgeview Capital Advisors, Inc.](https://advisorcensus.com/firm/bridgeview-capital-advisors-inc-el-dorado-hills-ca-6290) ([md](https://advisorcensus.com/firm/bridgeview-capital-advisors-inc-el-dorado-hills-ca-6290.md)) | 6290 | El Dorado Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Chimera Wealth](https://advisorcensus.com/firm/chimera-wealth-carmichael-ca-311674) ([md](https://advisorcensus.com/firm/chimera-wealth-carmichael-ca-311674.md)) | 311674 | Carmichael, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Subscription, Fixed fee |
| [CIF Advisors Inc.](https://advisorcensus.com/firm/cif-advisors-inc-sacramento-ca-306645) ([md](https://advisorcensus.com/firm/cif-advisors-inc-sacramento-ca-306645.md)) | 306645 | Sacramento, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [DCA Family Office, LLC](https://advisorcensus.com/firm/dca-family-office-llc-roseville-ca-322047) ([md](https://advisorcensus.com/firm/dca-family-office-llc-roseville-ca-322047.md)) | 322047 | Roseville, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Decamilla Capital Management LLC](https://advisorcensus.com/firm/decamilla-capital-management-llc-sacramento-ca-108027) ([md](https://advisorcensus.com/firm/decamilla-capital-management-llc-sacramento-ca-108027.md)) | 108027 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Deeringer Wealth Management, LLC](https://advisorcensus.com/firm/deeringer-wealth-management-llc-sacramento-ca-301187) ([md](https://advisorcensus.com/firm/deeringer-wealth-management-llc-sacramento-ca-301187.md)) | 301187 | Sacramento, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Delta Wealth Management](https://advisorcensus.com/firm/delta-wealth-management-granite-bay-ca-111368) ([md](https://advisorcensus.com/firm/delta-wealth-management-granite-bay-ca-111368.md)) | 111368 | Granite Bay, CA | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Fixed fee |
| [Equity X Investments, LLC](https://advisorcensus.com/firm/equity-x-investments-llc-sacramento-ca-332527) ([md](https://advisorcensus.com/firm/equity-x-investments-llc-sacramento-ca-332527.md)) | 332527 | Sacramento, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Every Securities LLC](https://advisorcensus.com/firm/every-securities-llc-sacramento-ca-333167) ([md](https://advisorcensus.com/firm/every-securities-llc-sacramento-ca-333167.md)) | 333167 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Larsen Wealth Management](https://advisorcensus.com/firm/larsen-wealth-management-el-dorado-hills-ca-146620) ([md](https://advisorcensus.com/firm/larsen-wealth-management-el-dorado-hills-ca-146620.md)) | 146620 | El Dorado Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Measured Financial](https://advisorcensus.com/firm/measured-financial-roseville-ca-305720) ([md](https://advisorcensus.com/firm/measured-financial-roseville-ca-305720.md)) | 305720 | Roseville, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Onesource Wealth Management](https://advisorcensus.com/firm/onesource-wealth-management-granite-bay-ca-319078) ([md](https://advisorcensus.com/firm/onesource-wealth-management-granite-bay-ca-319078.md)) | 319078 | Granite Bay, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Peak Investment Solutions, LLC](https://advisorcensus.com/firm/peak-investment-solutions-llc-roseville-ca-134846) ([md](https://advisorcensus.com/firm/peak-investment-solutions-llc-roseville-ca-134846.md)) | 134846 | Roseville, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Other |
| [Prudent Investor Advisors, LLC](https://advisorcensus.com/firm/prudent-investor-advisors-llc-folsom-ca-121922) ([md](https://advisorcensus.com/firm/prudent-investor-advisors-llc-folsom-ca-121922.md)) | 121922 | Folsom, CA | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Riverpath Investments LLC](https://advisorcensus.com/firm/riverpath-investments-llc-folsom-ca-226671) ([md](https://advisorcensus.com/firm/riverpath-investments-llc-folsom-ca-226671.md)) | 226671 | Folsom, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Roseman Wagner Wealth Management](https://advisorcensus.com/firm/roseman-wagner-wealth-management-rocklin-ca-148221) ([md](https://advisorcensus.com/firm/roseman-wagner-wealth-management-rocklin-ca-148221.md)) | 148221 | Rocklin, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Performance fee |
| [Sisto Investment Advisory, LLC](https://advisorcensus.com/firm/sisto-investment-advisory-llc-roseville-ca-284949) ([md](https://advisorcensus.com/firm/sisto-investment-advisory-llc-roseville-ca-284949.md)) | 284949 | Roseville, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Soesbe Financial](https://advisorcensus.com/firm/soesbe-financial-sacramento-ca-307384) ([md](https://advisorcensus.com/firm/soesbe-financial-sacramento-ca-307384.md)) | 307384 | Sacramento, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Statheros Financial Solutions, Inc.](https://advisorcensus.com/firm/statheros-financial-solutions-inc-el-dorado-hills-ca-306217) ([md](https://advisorcensus.com/firm/statheros-financial-solutions-inc-el-dorado-hills-ca-306217.md)) | 306217 | El Dorado Hills, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [Stites Financial Consulting](https://advisorcensus.com/firm/stites-financial-consulting-wilton-ca-293058) ([md](https://advisorcensus.com/firm/stites-financial-consulting-wilton-ca-293058.md)) | 293058 | Wilton, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Tate Private Wealth Advisers](https://advisorcensus.com/firm/tate-private-wealth-advisers-sacramento-ca-120938) ([md](https://advisorcensus.com/firm/tate-private-wealth-advisers-sacramento-ca-120938.md)) | 120938 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Fixed fee |
| [Tidwell Wealth Management LLC](https://advisorcensus.com/firm/tidwell-wealth-management-llc-rocklin-ca-309109) ([md](https://advisorcensus.com/firm/tidwell-wealth-management-llc-rocklin-ca-309109.md)) | 309109 | Rocklin, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Towerpoint Wealth, LLC](https://advisorcensus.com/firm/towerpoint-wealth-llc-sacramento-ca-288593) ([md](https://advisorcensus.com/firm/towerpoint-wealth-llc-sacramento-ca-288593.md)) | 288593 | Sacramento, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Triflame Capital](https://advisorcensus.com/firm/triflame-capital-roseville-ca-332465) ([md](https://advisorcensus.com/firm/triflame-capital-roseville-ca-332465.md)) | 332465 | Roseville, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [True Wave Financial Planners](https://advisorcensus.com/firm/true-wave-financial-planners-sacramento-ca-130163) ([md](https://advisorcensus.com/firm/true-wave-financial-planners-sacramento-ca-130163.md)) | 130163 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Twin Rivers Wealth Management](https://advisorcensus.com/firm/twin-rivers-wealth-management-sacramento-ca-305773) ([md](https://advisorcensus.com/firm/twin-rivers-wealth-management-sacramento-ca-305773.md)) | 305773 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Up Capital Management, Inc.](https://advisorcensus.com/firm/up-capital-management-inc-roseville-ca-164692) ([md](https://advisorcensus.com/firm/up-capital-management-inc-roseville-ca-164692.md)) | 164692 | Roseville, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Van Hulzen Financial Advisors](https://advisorcensus.com/firm/van-hulzen-financial-advisors-el-dorado-hills-ca-116632) ([md](https://advisorcensus.com/firm/van-hulzen-financial-advisors-el-dorado-hills-ca-116632.md)) | 116632 | El Dorado Hills, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee, Other |
| [Vantage Financial Group](https://advisorcensus.com/firm/vantage-financial-group-auburn-ca-309675) ([md](https://advisorcensus.com/firm/vantage-financial-group-auburn-ca-309675.md)) | 309675 | Auburn, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Wealthguard Advisors, Inc.](https://advisorcensus.com/firm/wealthguard-advisors-inc-placerville-ca-297192) ([md](https://advisorcensus.com/firm/wealthguard-advisors-inc-placerville-ca-297192.md)) | 297192 | Placerville, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |

## Questions people ask

**Which financial advisors in Sacramento, CA work with businesses?**
37 investment advisory firms with a principal office in the Sacramento metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Sacramento, CA?**
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.

**How many fee-only financial advisors are in Sacramento, CA?**
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.

**How many financial advisors in Sacramento, CA offer financial planning?**
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.

**Are the financial advisors in Sacramento, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in Sacramento, CA](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Fee-only financial advisors in Sacramento, CA](https://advisorcensus.com/advisors/ca/sacramento/fee-only) (https://advisorcensus.com/advisors/ca/sacramento/fee-only.md)
- [Flat-fee financial advisors in Sacramento, CA](https://advisorcensus.com/advisors/ca/sacramento/flat-fee) (https://advisorcensus.com/advisors/ca/sacramento/flat-fee.md)
- [Hourly financial advisors in Sacramento, CA](https://advisorcensus.com/advisors/ca/sacramento/hourly) (https://advisorcensus.com/advisors/ca/sacramento/hourly.md)
- [Financial advisors in Roseville, CA](https://advisorcensus.com/advisors/ca/sacramento/roseville) (https://advisorcensus.com/advisors/ca/sacramento/roseville.md)
- [Financial advisors in Folsom, CA](https://advisorcensus.com/advisors/ca/sacramento/folsom) (https://advisorcensus.com/advisors/ca/sacramento/folsom.md)
- [Financial advisors in El Dorado Hills, CA](https://advisorcensus.com/advisors/ca/sacramento/el-dorado-hills) (https://advisorcensus.com/advisors/ca/sacramento/el-dorado-hills.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors for businesses in Sacramento, CA: 37 firms from Form ADV filings as of October 2026.