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Best financial advisors in SACREMENTO, CA

Registered advisers within 25 miles of SACREMENTO, CA.

Offices
2
Firms
2
Combined AUM
$572B
Firm-wide filings, not assets booked only here
Clients
7,042
7,042 clients when Item 5C has a number
Avg / client
$81.2M
Combined AUM ÷ clients

Nearby offices

Firms

FOCUS PARTNERS WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ISMAR ZILDZIC
CHARLES DALE EBERSOLE
DOUGLAS EARL MACRAE

Within 25 miles of SACREMENTO, CA, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $572B in combined regulatory AUM across 7,042 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 SACREMENTO

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

1 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 2 FOCUS PARTNERS WEALTH, LLC 1,500 clients · 1,071 advisers $182B AUM