# Financial advisors for high-net-worth individuals in Sacramento, CA

> AdvisorCensus lists 105 investment advisory firms with a principal office in the Sacramento metro area that report high-net-worth individuals 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-high-net-worth-individuals

## At a glance

- Investment advisory firms: 105
- Registration: SEC-registered investment adviser: 53, State-registered investment adviser: 52
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 39 (37%); Percentage of assets 98 (93%); Hourly charges 59 (56%); Subscription fees (newsletter or periodical) 2 (2%); Fixed fees 65 (62%); Commissions 3 (3%); Performance-based fees 7 (7%); Other 12 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 21 (20%); $25 million to $100 million 28 (27%); $100 million to $500 million 41 (39%); $500 million to $1 billion 6 (6%); $1 billion to $5 billion 4 (4%); Over $5 billion 1 (1%); Not reported 4 (4%)
- Years registered: Under 5 years 42 (40%); 5 to 9 years 28 (27%); 10 to 19 years 25 (24%); 20 years or more 10 (10%)

## Firms (page 1 of 3, 1 to 50 of 105, 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 |
| [5 Talents Advisors, Inc](https://advisorcensus.com/firm/5-talents-advisors-inc-cameron-park-ca-333270) ([md](https://advisorcensus.com/firm/5-talents-advisors-inc-cameron-park-ca-333270.md)) | 333270 | Cameron Park, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Abound Financial](https://advisorcensus.com/firm/abound-financial-granite-bay-ca-327724) ([md](https://advisorcensus.com/firm/abound-financial-granite-bay-ca-327724.md)) | 327724 | Granite Bay, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Adams Ashby Financial Advisors](https://advisorcensus.com/firm/adams-ashby-financial-advisors-sacramento-ca-149683) ([md](https://advisorcensus.com/firm/adams-ashby-financial-advisors-sacramento-ca-149683.md)) | 149683 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Advent Capital LLC](https://advisorcensus.com/firm/advent-capital-llc-roseville-ca-165348) ([md](https://advisorcensus.com/firm/advent-capital-llc-roseville-ca-165348.md)) | 165348 | Roseville, CA | State-registered investment adviser | $25 million to $100 million | 13 | % 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 |
| [Alpenglobal Capital, LLC](https://advisorcensus.com/firm/alpenglobal-capital-llc-tahoe-city-ca-140186) ([md](https://advisorcensus.com/firm/alpenglobal-capital-llc-tahoe-city-ca-140186.md)) | 140186 | Tahoe City, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Alpha Retirement Wealth, LLC](https://advisorcensus.com/firm/alpha-retirement-wealth-llc-gold-river-ca-281786) ([md](https://advisorcensus.com/firm/alpha-retirement-wealth-llc-gold-river-ca-281786.md)) | 281786 | Gold River, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Other |
| [Alpine Peaks Consulting](https://advisorcensus.com/firm/alpine-peaks-consulting-alpine-meadows-ca-154366) ([md](https://advisorcensus.com/firm/alpine-peaks-consulting-alpine-meadows-ca-154366.md)) | 154366 | Alpine Meadows, CA | State-registered investment adviser | $25 million to $100 million | 16 | Hourly, Fixed fee |
| [Archer Pointe Wealth Management, LLC](https://advisorcensus.com/firm/archer-pointe-wealth-management-llc-davis-ca-308777) ([md](https://advisorcensus.com/firm/archer-pointe-wealth-management-llc-davis-ca-308777.md)) | 308777 | Davis, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | Hourly, Fixed fee, Other |
| [Argos Wealth Advisors LLC](https://advisorcensus.com/firm/argos-wealth-advisors-llc-sacramento-ca-144481) ([md](https://advisorcensus.com/firm/argos-wealth-advisors-llc-sacramento-ca-144481.md)) | 144481 | Sacramento, CA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed 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 |
| [Bellwether Capital Management LLC](https://advisorcensus.com/firm/bellwether-capital-management-llc-fair-oaks-ca-153633) ([md](https://advisorcensus.com/firm/bellwether-capital-management-llc-fair-oaks-ca-153633.md)) | 153633 | Fair Oaks, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [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 |
| [Brian SLY and Company](https://advisorcensus.com/firm/brian-sly-and-company-meadow-vista-ca-111396) ([md](https://advisorcensus.com/firm/brian-sly-and-company-meadow-vista-ca-111396.md)) | 111396 | Meadow Vista, CA | State-registered investment adviser | Under $25 million | 31 | % of assets, Fixed fee, Performance fee |
| [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 |
| [Bulman Wealth Group](https://advisorcensus.com/firm/bulman-wealth-group-roseville-ca-313552) ([md](https://advisorcensus.com/firm/bulman-wealth-group-roseville-ca-313552.md)) | 313552 | Roseville, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Other |
| [Burge Financial](https://advisorcensus.com/firm/burge-financial-sacramento-ca-172552) ([md](https://advisorcensus.com/firm/burge-financial-sacramento-ca-172552.md)) | 172552 | Sacramento, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Carbahal Olsen Financial Services Group LLC](https://advisorcensus.com/firm/carbahal-olsen-financial-services-group-llc-davis-ca-151765) ([md](https://advisorcensus.com/firm/carbahal-olsen-financial-services-group-llc-davis-ca-151765.md)) | 151765 | Davis, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [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 |
| [Clarion Advisors Inc.](https://advisorcensus.com/firm/clarion-advisors-inc-auburn-ca-131081) ([md](https://advisorcensus.com/firm/clarion-advisors-inc-auburn-ca-131081.md)) | 131081 | Auburn, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Continuum Financial Partners, LLC](https://advisorcensus.com/firm/continuum-financial-partners-llc-el-dorado-hills-ca-165694) ([md](https://advisorcensus.com/firm/continuum-financial-partners-llc-el-dorado-hills-ca-165694.md)) | 165694 | El Dorado Hills, CA | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Dachtler Wealth Advisors, LLC](https://advisorcensus.com/firm/dachtler-wealth-advisors-llc-folsom-ca-335863) ([md](https://advisorcensus.com/firm/dachtler-wealth-advisors-llc-folsom-ca-335863.md)) | 335863 | Folsom, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [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 |
| [Dimensions Wealth Management, LLC](https://advisorcensus.com/firm/dimensions-wealth-management-llc-roseville-ca-298928) ([md](https://advisorcensus.com/firm/dimensions-wealth-management-llc-roseville-ca-298928.md)) | 298928 | Roseville, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Dynamic Wealth Strategies, LLC](https://advisorcensus.com/firm/dynamic-wealth-strategies-llc-granite-bay-ca-167594) ([md](https://advisorcensus.com/firm/dynamic-wealth-strategies-llc-granite-bay-ca-167594.md)) | 167594 | Granite Bay, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance fee |
| [Eckel Financial Advisors](https://advisorcensus.com/firm/eckel-financial-advisors-fair-oaks-ca-334463) ([md](https://advisorcensus.com/firm/eckel-financial-advisors-fair-oaks-ca-334463.md)) | 334463 | Fair Oaks, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Elite Capital Services, LLC](https://advisorcensus.com/firm/elite-capital-services-llc-folsom-ca-145449) ([md](https://advisorcensus.com/firm/elite-capital-services-llc-folsom-ca-145449.md)) | 145449 | Folsom, CA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Emerald Bay Wealth Management LLC](https://advisorcensus.com/firm/emerald-bay-wealth-management-llc-tahoe-city-ca-160837) ([md](https://advisorcensus.com/firm/emerald-bay-wealth-management-llc-tahoe-city-ca-160837.md)) | 160837 | Tahoe City, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Endeavor Financial Planning](https://advisorcensus.com/firm/endeavor-financial-planning-sacramento-ca-287615) ([md](https://advisorcensus.com/firm/endeavor-financial-planning-sacramento-ca-287615.md)) | 287615 | Sacramento, CA | State-registered investment adviser | $25 million to $100 million | 9 | % 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 |
| [Factor Financial](https://advisorcensus.com/firm/factor-financial-roseville-ca-333597) ([md](https://advisorcensus.com/firm/factor-financial-roseville-ca-333597.md)) | 333597 | Roseville, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Fairchild Financial Advisors, Inc.](https://advisorcensus.com/firm/fairchild-financial-advisors-inc-folsom-ca-165434) ([md](https://advisorcensus.com/firm/fairchild-financial-advisors-inc-folsom-ca-165434.md)) | 165434 | Folsom, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [FC360 Wealth Management, Inc.](https://advisorcensus.com/firm/fc360-wealth-management-inc-roseville-ca-171788) ([md](https://advisorcensus.com/firm/fc360-wealth-management-inc-roseville-ca-171788.md)) | 171788 | Roseville, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Fiduciary Solutions LLC](https://advisorcensus.com/firm/fiduciary-solutions-llc-roseville-ca-332247) ([md](https://advisorcensus.com/firm/fiduciary-solutions-llc-roseville-ca-332247.md)) | 332247 | Roseville, CA | State-registered investment adviser | Not reported | 1 | Other |
| [Folsom Wealth Advisors](https://advisorcensus.com/firm/folsom-wealth-advisors-folsom-ca-329515) ([md](https://advisorcensus.com/firm/folsom-wealth-advisors-folsom-ca-329515.md)) | 329515 | Folsom, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Gasber Financial Advisors, Inc](https://advisorcensus.com/firm/gasber-financial-advisors-inc-folsom-ca-157329) ([md](https://advisorcensus.com/firm/gasber-financial-advisors-inc-folsom-ca-157329.md)) | 157329 | Folsom, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Golden Wealth Capital, LLC](https://advisorcensus.com/firm/golden-wealth-capital-llc-sacramento-ca-327819) ([md](https://advisorcensus.com/firm/golden-wealth-capital-llc-sacramento-ca-327819.md)) | 327819 | Sacramento, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Goldenstone Wealth Management](https://advisorcensus.com/firm/goldenstone-wealth-management-el-dorado-hills-ca-310041) ([md](https://advisorcensus.com/firm/goldenstone-wealth-management-el-dorado-hills-ca-310041.md)) | 310041 | El Dorado Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Hammer Asset Management, LLC](https://advisorcensus.com/firm/hammer-asset-management-llc-auburn-ca-106121) ([md](https://advisorcensus.com/firm/hammer-asset-management-llc-auburn-ca-106121.md)) | 106121 | Auburn, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Hansen & Associates Financial Group Inc.](https://advisorcensus.com/firm/hansen-and-associates-financial-group-inc-roseville-ca-168363) ([md](https://advisorcensus.com/firm/hansen-and-associates-financial-group-inc-roseville-ca-168363.md)) | 168363 | Roseville, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Hesperian Wealth](https://advisorcensus.com/firm/hesperian-wealth-folsom-ca-317351) ([md](https://advisorcensus.com/firm/hesperian-wealth-folsom-ca-317351.md)) | 317351 | Folsom, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [IFC](https://advisorcensus.com/firm/ifc-auburn-ca-283976) ([md](https://advisorcensus.com/firm/ifc-auburn-ca-283976.md)) | 283976 | Auburn, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [JC Financial Services](https://advisorcensus.com/firm/jc-financial-services-loomis-ca-284702) ([md](https://advisorcensus.com/firm/jc-financial-services-loomis-ca-284702.md)) | 284702 | Loomis, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Joiner Financial, LLC](https://advisorcensus.com/firm/joiner-financial-llc-el-dorado-hills-ca-147962) ([md](https://advisorcensus.com/firm/joiner-financial-llc-el-dorado-hills-ca-147962.md)) | 147962 | El Dorado Hills, CA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Performance fee |

- Next page: https://advisorcensus.com/advisors/ca/sacramento/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Sacramento, CA work with high-net-worth individuals?**
105 investment advisory firms with a principal office in the Sacramento metro area report high-net-worth individuals 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 high-net-worth individuals in Sacramento, CA: 105 firms from Form ADV filings as of October 2026.