{ "path": "/advisors/ca/sacramento/for-charities", "url": "https://advisorcensus.com/advisors/ca/sacramento/for-charities", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Sacramento, CA", "filters": {}, "scope_total": 29, "faq": [ { "q": "Which financial advisors in Sacramento, CA work with charitable organizations?", "a": "29 investment advisory firms with a principal office in the Sacramento metro area report charitable organizations 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." }, { "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 29 investment advisory firms with a principal office in the Sacramento metro area that report charitable organizations 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.", "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 for charitable organizations in Sacramento, CA: 29 firms from Form ADV filings as of October 2026.", "total_firms": 29, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 6, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 11 }, { "code": "percentage_of_aum", "count": 27 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 20 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 3 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 10 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 6 }, { "code": "20_plus", "count": 5 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 0 }, { "code": "25m_100m", "count": 3 }, { "code": "100m_500m", "count": 18 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 2 } ], "firms": [ { "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": 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": 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": 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": 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": 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": 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": 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": 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": 160837, "name": "Emerald Bay Wealth Management LLC", "name_as_filed": "EMERALD BAY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/emerald-bay-wealth-management-llc-tahoe-city-ca-160837", "city": "Tahoe City", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333167, "name": "Every Securities LLC", "name_as_filed": "EVERY SECURITIES LLC", "url": "https://advisorcensus.com/firm/every-securities-llc-sacramento-ca-333167", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168363, "name": "Hansen & Associates Financial Group Inc.", "name_as_filed": "HANSEN & ASSOCIATES FINANCIAL GROUP INC.", "url": "https://advisorcensus.com/firm/hansen-and-associates-financial-group-inc-roseville-ca-168363", "city": "Roseville", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283976, "name": "IFC", "name_as_filed": "IFC", "url": "https://advisorcensus.com/firm/ifc-auburn-ca-283976", "city": "Auburn", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108632, "name": "Mark Gillam Enterprises", "name_as_filed": "MARK GILLAM ENTERPRISES", "url": "https://advisorcensus.com/firm/mark-gillam-enterprises-fair-oaks-ca-108632", "city": "Fair Oaks", "state": "CA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 328206, "name": "McCurdy Financial Solutions", "name_as_filed": "MCCURDY FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/mccurdy-financial-solutions-rocklin-ca-328206", "city": "Rocklin", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305720, "name": "Measured Financial", "name_as_filed": "MEASURED FINANCIAL", "url": "https://advisorcensus.com/firm/measured-financial-roseville-ca-305720", "city": "Roseville", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121922, "name": "Prudent Investor Advisors, LLC", "name_as_filed": "PRUDENT INVESTOR ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prudent-investor-advisors-llc-folsom-ca-121922", "city": "Folsom", "state": "CA", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148221, "name": "Roseman Wagner Wealth Management", "name_as_filed": "ROSEMAN WAGNER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/roseman-wagner-wealth-management-rocklin-ca-148221", "city": "Rocklin", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307384, "name": "Soesbe Financial", "name_as_filed": "SOESBE FINANCIAL", "url": "https://advisorcensus.com/firm/soesbe-financial-sacramento-ca-307384", "city": "Sacramento", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298632, "name": "Spectrum Wealth Advisory Group, LLC", "name_as_filed": "SPECTRUM WEALTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/spectrum-wealth-advisory-group-llc-granite-bay-ca-298632", "city": "Granite Bay", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151251, "name": "ST. Clair Financial", "name_as_filed": "ST. CLAIR FINANCIAL", "url": "https://advisorcensus.com/firm/st-clair-financial-roseville-ca-151251", "city": "Roseville", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120938, "name": "Tate Private Wealth Advisers", "name_as_filed": "TATE PRIVATE WEALTH ADVISERS", "url": "https://advisorcensus.com/firm/tate-private-wealth-advisers-sacramento-ca-120938", "city": "Sacramento", "state": "CA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150705, "name": "The Sullivan Group", "name_as_filed": "THE SULLIVAN GROUP", "url": "https://advisorcensus.com/firm/the-sullivan-group-roseville-ca-150705", "city": "Roseville", "state": "CA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 130163, "name": "True Wave Financial Planners", "name_as_filed": "TRUE WAVE FINANCIAL PLANNERS", "url": "https://advisorcensus.com/firm/true-wave-financial-planners-sacramento-ca-130163", "city": "Sacramento", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 164692, "name": "Up Capital Management, Inc.", "name_as_filed": "UP CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/up-capital-management-inc-roseville-ca-164692", "city": "Roseville", "state": "CA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116632, "name": "Van Hulzen Financial Advisors", "name_as_filed": "VAN HULZEN FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/van-hulzen-financial-advisors-el-dorado-hills-ca-116632", "city": "El Dorado Hills", "state": "CA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 297192, "name": "Wealthguard Advisors, Inc.", "name_as_filed": "WEALTHGUARD ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wealthguard-advisors-inc-placerville-ca-297192", "city": "Placerville", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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 } ], "answer_pages": [ { "path": "/advisors/ca/sacramento/for-high-net-worth-individuals", "firm_count": 105, "label": "Financial advisors for high-net-worth individuals in Sacramento, CA" }, { "path": "/advisors/ca/sacramento/for-retirement-plans", "firm_count": 47, "label": "Financial advisors for retirement plans in Sacramento, CA" }, { "path": "/advisors/ca/sacramento/for-businesses", "firm_count": 37, "label": "Financial advisors for businesses in Sacramento, CA" }, { "path": "/advisors/ca/sacramento/no-account-minimum", "firm_count": 10, "label": "Financial advisors with no account minimum in Sacramento, CA" } ], "niche_pages": [] }, "csv": null, "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" } }