Top Financial Advisors in Sacramento, California

FinanceHQ’s team of experts conducted thorough research on financial advisors in Sacramento. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Sacramento range from $250M to $3B in AUM, and have an average of 11 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 29, 2023
Hoylecohen llc logo

HoyleCohen

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About HoyleCohen

Sacramento, CAInvestment Advisor Firm
Assets Managed: $3,085,852,836Total Number of Advisors: 21Number of Accounts: 5,169In Business Since: 2001

HoyleCohen is a top financial advisor in Sacramento, CA due to their personalized and holistic approach to wealth management. Founded in 2001 and headquartered in San Diego, CA, they work with clients in Sacramento, CA to develop comprehensive financial plans tailored to each client's unique goals, risk tolerance, and time horizon. They also prioritize long-term relationships built on trust and provide robust investment solutions while offering transparency and complete visibility into their strategies through easy-to-use tools.

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Towerpoint wealth logo

Towerpoint Wealth, LLC

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About Towerpoint Wealth, LLC

Sacramento, CAInvestment Advisor Firm
Assets Managed: $356,589,557Total Number of Advisors: 5Number of Accounts: 1,253In Business Since: 2017

Towerpoint Wealth, LLC is a top financial advisor in Sacramento, CA due to their boutique approach and legal fiduciary responsibility to clients. With over 110 years of combined experience, their team of advisors holds various credentials such as CFP, CIMA, and CPA. They specialize in financial planning, retirement planning, tax optimization, wealth management, and investment management, providing personalized services to help clients reach financial independence and enjoy a stable retirement.

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Boyd Wealth Management

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About Boyd Wealth Management

Sacramento, CAInvestment Advisor Firm
Assets Managed: $250,337,737Total Number of Advisors: 3Number of Accounts: 385In Business Since: 2018

Boyd Wealth Management is a top financial advisor in Sacramento, CA because they provide expert guidance and personalized planning to high-net-worth families and businesses in the region. Founded in 2018, they specialize in financial planning, investment management, and wealth management for clients with $2 million to $20 million of investable assets. Their collaborative and tailored approach, coupled with their mission to empower affluent families and businesses, sets them apart as a trusted partner in navigating complex financial landscapes.

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Lucas Group Financial Planners

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About Lucas Group Financial Planners

Sacramento, CAInvestment Advisor Firm
Assets Managed: $250,199,601Total Number of Advisors: 3Number of Accounts: 786In Business Since: 2018

Lucas Group Financial Planners is a top financial advisor in Sacramento, CA because they have a team of certified financial planner (CFP) licensees and qualified planning staff who provide simple, proven strategies to maximize clients' finances and achieve their goals. They specialize in personal income tax planning, offering ongoing tax planning and optimization throughout the year. With their wide range of portfolio management and financial planning solutions, they address various wealth management issues faced by clients, providing personalized advice based on individual circumstances.

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Frequently Asked Questions

What information will you need to provide your Sacramento, CA financial advisor to kickstart your financial planning?

To start financial planning with your Sacramento, CA advisor, gather income details, expense information, and a summary of assets and liabilities. Include insurance policies, retirement accounts, investment portfolios, and clearly outline short and long-term financial goals. Providing this comprehensive information will enable your advisor to craft a personalized plan aligned with your objectives.

What does it mean if your Sacramento, CA financial advisor has a “fiduciary duty” to you?

If your Sacramento, CA financial advisor has a "fiduciary duty," it means they are legally obligated to prioritize your best interests. This commitment requires them to provide advice and make decisions that benefit you, disclosing any potential conflicts of interest. Essentially, a fiduciary relationship ensures your financial advisor acts with the utmost integrity and transparency in managing your finances.

Are there advisors in Sacramento, CA that specialize in estate planning?

In Sacramento, CA, our platform connects you with skilled financial advisors specializing in estate planning. Dive into personalized strategies for wills, trusts, and asset distribution. Secure your legacy with experts dedicated to your unique needs—explore our platform for tailored estate planning guidance in Sacramento.

What common services do financial advisors in Sacramento, CA typically provide?

Our Sacramento-based financial advisors offer comprehensive services, including personalized financial planning, investment management, and specialized expertise in areas like retirement and estate planning. Utilizing cutting-edge tools and resources, they guide you towards informed financial decisions to secure your future. Connect with advisors committed to your financial success on our platform.

Is a Sacramento, CA-registered financial advisor allowed to work in other states?

The ability of a Sacramento, CA-registered financial advisor to work in other states depends on individual licensing and registration requirements. Financial advisors often need to register with regulatory bodies in each state where they conduct business. It's essential to verify with the advisor directly and confirm compliance with state regulations to ensure they can provide services outside of Sacramento, CA.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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