Falists

California · 16 advisers

Financial Advisors in Folsom, California

Looking for a financial advisor in Folsom, California? Falists indexes 16 SEC-registered and state-registered investment advisers in Folsom — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $33.55B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

16

With website

14

Largest AUM

$33.55B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning11Trusts11Retirement6Institutional4

Top advisors in Folsom

Ranked by AUM · Fees, team & specialties at a glance

View all 16 →

KIM KNOTTS, RIA

Folsom, CA

AUM

$8.3M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM

916-932-2164

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Folsom, California?
16 registered investment advisers are listed in our Folsom directory, sourced from public SEC filings.
What types of advisors are in Folsom?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Folsom?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.