ALLWORTH FINANCIAL, L.P.
Folsom, CA
AUM
$33.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
916-482-2196
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, FOLSOM
11 advisers found
PRUDENT INVESTOR ADVISORS, LLC
Folsom, CA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-446-1848
PLANNED SOLUTIONS, INC.
Folsom, CA
AUM
$671.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
916-361-0100
GASBER FINANCIAL ADVISORS, INC
Folsom, CA
AUM
$177.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
916-985-2594
FAIRCHILD FINANCIAL ADVISORS, INC.
Folsom, CA
AUM
$127.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
916-351-9900
DACHTLER WEALTH ADVISORS, LLC
Folsom, CA
AUM
$120.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
916-933-3076
CAPITAL WEALTH PLANNERS, LLC
Folsom, CA
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-985-6000
TOR WEALTH ADVISORS, LLC
Folsom, CA
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-257-5651
ELITE CAPITAL SERVICES, LLC
Folsom, CA
AUM
$54.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
916-932-2189
MATHEWS CAPITAL MANAGEMENT
Folsom, CA
AUM
$40.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
916-582-2823
KIM KNOTTS, RIA
Folsom, CA
AUM
$8.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
916-932-2164
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