Investment advisers in Sacramento, CA
13 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| The Salvetti Group | $633.7 million | 6 | 0 |
| Towerpoint Wealth, LLC | $561.3 million | 9 | 2 |
| Adams Ashby Financial Advisors | $479.8 million | 2 | 0 |
| True Wave Financial Planners | $456.5 million | 6 | 0 |
| Boyd Wealth Management, LLC | $409.8 million | 6 | 0 |
| Avisen Advisors, LLC | $389.0 million | 9 | 0 |
| Tate Private Wealth Advisers | $293.4 million | 4 | 0 |
| Decamilla Capital Management LLC | $162.9 million | 2 | 0 |
| Every Securities LLC | $122.7 million | 4 | 0 |
| Twin Rivers Wealth Management | $121.5 million | 5 | 0 |
| Rcm Robinson Capital Management LLC | $61.8 million | 1 | 0 |
| Rexcrux, Inc. | $0 | 1 | 0 |
| Integrated Advisors Wealth Management LLC | $0 | 4 | 0 |