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Best financial advisors in North Sacramento, CA

Registered advisers within 25 miles of North Sacramento, CA.

Offices
731
Firms
244
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,071,656 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

WE ALLIANCE TACTICAL MANAGERS, LLC
WE ALLIANCE STRATEGIC MANAGEMENT SERVICES, LLC
UBS FINANCIAL SERVICES INC.
UPWELLING CAPITAL GROUP LLC
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CONCORDE ASSET MANAGEMENT, LLC
STRATEGIC ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
DCA FAMILY OFFICE, LLC
DCA MANAGEMENT COMPANY, INC.
MUTUAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

PATRICIA DAWN HAWKINS
GEORGE JAMES CHUCHAS
JONATHAN BOLTER
TODD BUCKENDORF
Jason MICHAEL Arnold
ERIKA SUZANNE JIMENEZ
MARLEYNA RUBIN
Jodi Lynn Pieczynski
LISA MARIE BEILE
RACHELLE MARIE MIGUEL
BRENT ALLAN SAWRIE
BARBARA ANN FAIN
CHRISTOPHER-PAUL ROMO
Jerry Newman
Michael Kevin Blair
Joseph Ostrander
EDWARD ANTHONY SOTA
Radu Nicolaevich Prisakar
Adam S Benedict
JAYALALITHA RAMAMURTHY
Matthew Hamilton
Gavin Clark Sturgis
MONICA LUCILLE YASSEAR
Xue Zheng
DAVID TIMOTHY HILLESLAND
Daniel Beaulieu
Samuel C Sherman
Allison Brooke Brunst
Kevin Blaine
Stephanie Ann Venturella
Jessica Lynn Van Dyke
Prabhvinder Singh Sarai
MICHAEL EDWARD RODEGERDTS
JOHN ANTHONY KOVALEK
Eric Randal Graves
Connor David Schlecht
Maxwell James Morris
James Orchard
Robert S Bjekich
Christina Patel
Matthew Patrick Dazey
JOE ALAN CANALE
Mayra Olarte
Rikki JR Foster
BRIANA WENTWORTH
DAVID OBERLAND KLUENKER
MICHAEL OROSZI
KAI SONOYAMA
RICHARD LEE SHAUM
BRYAN BROWN
SAMUEL OVERLY
BRANDON FAHL
LOGAN LYLE FACKRELL
RUSSELL GREEN
BRANDON BOLLENGIER
ALBERTO VERDI
AARON C. FRY
MICHAEL S. RUSSELL
KYLE KELLY
DALLAS R. WATSON
AARON JACOB DIRINGER
RICHARD SCOTT LEVIN
PERLA ELIZABETH VALLADARES HERNANDEZ
JOHN JOSEPH VETH
EDGAR GRANADOS
GREGORY LELAND ZANE
JAMES R ARNOLD
JOSE ANDRES DELGADO
MARK DOUGLAS FIERRO
Gary Kneifl
Geoffrey W Krieger
KHOLT T. MULDERRIG
Christopher Bruce Stephenson
Kristofer Louis Jones
DANIEL HAVEN FULLER
Zachary Ward Scholfield
JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
BRADLEY SCOTT SULLIVAN
CURTIS MITCHELL ROCCA
MICHAEL WILLIAM MCCREARY
NICHOL JO NADEAU
Todd Wynn DeKellis

Within 25 miles of North Sacramento, CA, Best Investors lists 244 registered investment advisory firms with 731 offices nearby, managing about $16.8T in combined regulatory AUM across 3,071,656 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in North Sacramento

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM