{ "path": "/advisors/ca/sacramento", "url": "https://advisorcensus.com/advisors/ca/sacramento/page/3", "page_type": "metro", "title": "Financial advisors in Sacramento, CA", "filters": {}, "scope_total": 172, "faq": [ { "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 172 investment advisory firms with a principal office in the Sacramento metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Sacramento, CA: 172 firms from Form ADV filings as of October 2026.", "total_firms": 172, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 57, "state": 91, "exempt": 24 }, "fee_model_mix": [ { "code": "fee-only", "count": 53 }, { "code": "percentage_of_aum", "count": 133 }, { "code": "hourly", "count": 81 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 89 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 24 } ], "years_registered_distribution": [ { "code": "under_5", "count": 84 }, { "code": "5_to_9", "count": 33 }, { "code": "10_to_19", "count": 38 }, { "code": "20_plus", "count": 15 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 44 }, { "code": "25m_100m", "count": 31 }, { "code": "100m_500m", "count": 44 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 42 } ], "firms": [ { "crd_number": 130864, "name": "Northbrook Financial Group, LLC", "name_as_filed": "NORTHBROOK FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/northbrook-financial-group-llc-auburn-ca-130864", "city": "Auburn", "state": "CA", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319078, "name": "Onesource Wealth Management", "name_as_filed": "ONESOURCE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/onesource-wealth-management-granite-bay-ca-319078", "city": "Granite Bay", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165177, "name": "Onesta Wealth Management, LLC", "name_as_filed": "ONESTA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/onesta-wealth-management-llc-sacramento-ca-165177", "city": "Sacramento", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148052, "name": "Parkshore Wealth Management", "name_as_filed": "PARKSHORE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/parkshore-wealth-management-granite-bay-ca-148052", "city": "Granite Bay", "state": "CA", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 134846, "name": "Peak Investment Solutions, LLC", "name_as_filed": "PEAK INVESTMENT SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/peak-investment-solutions-llc-roseville-ca-134846", "city": "Roseville", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 314931, "name": "Pedicord Wealth Management, LLC", "name_as_filed": "PEDICORD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pedicord-wealth-management-llc-rocklin-ca-314931", "city": "Rocklin", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149450, "name": "Pinedo Financial Services", "name_as_filed": "PINEDO FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/pinedo-financial-services-roseville-ca-149450", "city": "Roseville", "state": "CA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335676, "name": "PK Wealth Advisors", "name_as_filed": "PK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/pk-wealth-advisors-sacramento-ca-335676", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 105052, "name": "Planned Solutions, Inc.", "name_as_filed": "PLANNED SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/planned-solutions-inc-folsom-ca-105052", "city": "Folsom", "state": "CA", "years_registered": 37, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325985, "name": "PPA Co-Living Fund I, LLC", "name_as_filed": "PPA CO-LIVING FUND I, LLC", "url": "https://advisorcensus.com/firm/ppa-co-living-fund-i-llc-roseville-ca-325985", "city": "Roseville", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336802, "name": "Process Wealth LLC", "name_as_filed": "PROCESS WEALTH LLC", "url": "https://advisorcensus.com/firm/process-wealth-llc-roseville-ca-336802", "city": "Roseville", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340734, "name": "Propel Private Wealth LLC", "name_as_filed": "PROPEL PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/propel-private-wealth-llc-sacramento-ca-340734", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 146071, "name": "Q4 Strategic Equity Advisors Inc.", "name_as_filed": "Q4 STRATEGIC EQUITY ADVISORS INC.", "url": "https://advisorcensus.com/firm/q4-strategic-equity-advisors-inc-roseville-ca-146071", "city": "Roseville", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 128903, "name": "Randolph Elder, CFP", "name_as_filed": "RANDOLPH ELDER, CFP", "url": "https://advisorcensus.com/firm/randolph-elder-cfp-loomis-ca-128903", "city": "Loomis", "state": "CA", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112814, "name": "RCM Robinson Capital Management LLC", "name_as_filed": "RCM ROBINSON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rcm-robinson-capital-management-llc-sacramento-ca-112814", "city": "Sacramento", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 333840, "name": "Rehoboth Financial Planning, Inc.", "name_as_filed": "REHOBOTH FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/rehoboth-financial-planning-inc-rancho-cordova-ca-333840", "city": "Rancho Cordova", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148481, "name": "Reliance Investing, Inc.", "name_as_filed": "RELIANCE INVESTING, INC.", "url": "https://advisorcensus.com/firm/reliance-investing-inc-sacramento-ca-148481", "city": "Sacramento", "state": "CA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 226671, "name": "Riverpath Investments LLC", "name_as_filed": "RIVERPATH INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/riverpath-investments-llc-folsom-ca-226671", "city": "Folsom", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144821, "name": "RMC Financial Advisors, LLC", "name_as_filed": "RMC FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rmc-financial-advisors-llc-davis-ca-144821", "city": "Davis", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 164096, "name": "Rossi Financial Group", "name_as_filed": "ROSSI FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/rossi-financial-group-el-dorado-hills-ca-164096", "city": "El Dorado Hills", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284540, "name": "Rowland Financial Services", "name_as_filed": "ROWLAND FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/rowland-financial-services-roseville-ca-284540", "city": "Roseville", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 342935, "name": "Royce Wealth Management LLC", "name_as_filed": "ROYCE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/royce-wealth-management-llc-sacramento-ca-342935", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319416, "name": "Rutherford Capital, Inc.", "name_as_filed": "RUTHERFORD CAPITAL, INC.", "url": "https://advisorcensus.com/firm/rutherford-capital-inc-granite-bay-ca-319416", "city": "Granite Bay", "state": "CA", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336457, "name": "San Francisco Asset Solutions", "name_as_filed": "SAN FRANCISCO ASSET SOLUTIONS", "url": "https://advisorcensus.com/firm/san-francisco-asset-solutions-sacramento-ca-336457", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171312, "name": "Sdmi Insurance and Financial Services", "name_as_filed": "SDMI INSURANCE AND FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/sdmi-insurance-and-financial-services-el-dorado-hills-ca-171312", "city": "El Dorado Hills", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 125451, "name": "Sierra Financial Planning & Asset Management", "name_as_filed": "SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/sierra-financial-planning-and-asset-management-roseville-ca-125451", "city": "Roseville", "state": "CA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 342619, "name": "Simple Money Advisors LLC", "name_as_filed": "SIMPLE MONEY ADVISORS LLC", "url": "https://advisorcensus.com/firm/simple-money-advisors-llc-sacramento-ca-342619", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 331804, "name": "Singularity Investments, LLC", "name_as_filed": "SINGULARITY INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/singularity-investments-llc-folsom-ca-331804", "city": "Folsom", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284949, "name": "Sisto Investment Advisory, LLC", "name_as_filed": "SISTO INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/sisto-investment-advisory-llc-roseville-ca-284949", "city": "Roseville", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292207, "name": "Slalom Wealth Management, LLC", "name_as_filed": "SLALOM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/slalom-wealth-management-llc-sacramento-ca-292207", "city": "Sacramento", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 331033, "name": "SOW and Reap Financial LLC", "name_as_filed": "SOW AND REAP FINANCIAL LLC", "url": "https://advisorcensus.com/firm/sow-and-reap-financial-llc-rocklin-ca-331033", "city": "Rocklin", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 299405, "name": "Staines Financial, LLC", "name_as_filed": "STAINES FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/staines-financial-llc-roseville-ca-299405", "city": "Roseville", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 306217, "name": "Statheros Financial Solutions, Inc.", "name_as_filed": "STATHEROS FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/statheros-financial-solutions-inc-el-dorado-hills-ca-306217", "city": "El Dorado Hills", "state": "CA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168397, "name": "Sterling Retirement Group of Sacramento", "name_as_filed": "STERLING RETIREMENT GROUP OF SACRAMENTO", "url": "https://advisorcensus.com/firm/sterling-retirement-group-of-sacramento-roseville-ca-168397", "city": "Roseville", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 293058, "name": "Stites Financial Consulting", "name_as_filed": "STITES FINANCIAL CONSULTING", "url": "https://advisorcensus.com/firm/stites-financial-consulting-wilton-ca-293058", "city": "Wilton", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316858, "name": "Strategic Advocates, LLC", "name_as_filed": "STRATEGIC ADVOCATES, LLC", "url": "https://advisorcensus.com/firm/strategic-advocates-llc-sacramento-ca-316858", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142887, "name": "Strategic Retirement Advisors, LLC", "name_as_filed": "STRATEGIC RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/strategic-retirement-advisors-llc-elk-grove-ca-142887", "city": "Elk Grove", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326734, "name": "T. Sharp Wealth Management", "name_as_filed": "T. 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