Investment advisers in Folsom, CA
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Allworth Financial, L.P. | $33.55 billion | 493 | 0 |
| Prudent Investor Advisors, LLC | $1.30 billion | 4 | 0 |
| Planned Solutions, Inc. | $671.0 million | 11 | 0 |
| Gasber Financial Advisors, Inc | $177.7 million | 4 | 0 |
| Fairchild Financial Advisors, Inc. | $127.3 million | 3 | 0 |
| Dachtler Wealth Advisors, LLC | $120.4 million | 4 | 0 |
| Dreams Investment Solutions | $0 | 3 | 0 |