THE SALVETTI GROUP
Sacramento, CA
AUM
$633.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
916-414-8282
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, SACRAMENTO
29 advisers found
TOWERPOINT WEALTH, LLC
Sacramento, CA
AUM
$561.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 405-9140
ADAMS ASHBY FINANCIAL ADVISORS
Sacramento, CA
AUM
$479.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
916-333-5989
TRUE WAVE WEALTH PLANNERS
Sacramento, CA
AUM
$456.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-921-9220
BOYD WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$409.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(916) 367-0532
SOCOTRA MANAGEMENT, INC.
Sacramento, CA
AUM
$388.5M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
916-617-2221
TATE PRIVATE WEALTH ADVISERS
Sacramento, CA
AUM
$293.4M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(916) 929-1006
DECAMILLA CAPITAL MANAGEMENT LLC
Sacramento, CA
AUM
$162.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
916-979-0870
EVERY SECURITIES LLC
Sacramento, CA
AUM
$122.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
628-227-6078
TWIN RIVERS WEALTH MANAGEMENT
Sacramento, CA
AUM
$121.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
916-545-2581
SOESBE FINANCIAL
Sacramento, CA
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(916) 587-5100
NIX WEALTH MANAGEMENT
Sacramento, CA
AUM
$82.0M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
916-922-0629
RCM ROBINSON CAPITAL MANAGEMENT LLC
Sacramento, CA
AUM
$61.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-771-9421
ENDEAVOR FINANCIAL PLANNING
Sacramento, CA
AUM
$51.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
916-333-5760
DEERINGER WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 343-8500
STRATEGIC ADVOCATES, LLC
Sacramento, CA
AUM
$33.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888)247-7753
RELIANCE INVESTING, INC.
Sacramento, CA
AUM
$32.0M
Wealth Mgmt
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
916-706-2166
GOLDEN WEALTH CAPITAL, LLC
Sacramento, CA
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-745-5783
SLALOM WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$19.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-999-4854
PK WEALTH ADVISORS
Sacramento, CA
AUM
$18.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
415-744-4124
BURGE FINANCIAL
Sacramento, CA
AUM
$14.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
916-622-0298
CIF ADVISORS INC.
Sacramento, CA
AUM
$8.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(916) 380-8171
245 INVESTMENTS LLC
Sacramento, CA
AUM
$4.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
4153493256
ATWIMA WEALTH MANAGEMENT LLC
Sacramento, CA
AUM
$712K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
2134591400
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