🤫 Directory · consent-first

Near 95864. Sacramento.

24 financial advisors & firms and 0 insurance agents verified near Sacramento, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 95864

Avisen Advisors, LLC0 mi

RIA firm · Sacramento, CA 95864 · Registered investment adviser · $389M AUM

CRD 113791 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Adams Ashby Financial Advisors0 mi

RIA firm · Sacramento, CA 95864 · Registered investment adviser · $480M AUM

CRD 149683 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Deeringer Wealth Management, LLC0 mi

RIA firm · Sacramento, CA 95864 · Registered investment adviser · $40M AUM

CRD 301187 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Salvetti Group0 mi

RIA firm · Sacramento, CA 95864 · Registered investment adviser · $634M AUM

CRD 324974 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Aaron Geoffrey Turner1.8 mi

RIA firm · Sacramento, CA 95825 · Registered investment adviser · $76M AUM

CRD 133240 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Guanill Wealth Management1.8 mi

RIA firm · Sacramento, CA 95825 · Registered investment adviser

CRD 281340 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Endeavor Financial Planning1.8 mi

RIA firm · Sacramento, CA 95825 · Registered investment adviser · $53M AUM

CRD 287615 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cif Advisors INC.1.8 mi

RIA firm · Sacramento, CA 95825 · Registered investment adviser · $9M AUM

CRD 306645 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Atwima Wealth Management LLC1.8 mi

RIA firm · Sacramento, CA 95825 · Registered investment adviser · $712k AUM

CRD 333085 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

San Francisco Asset Solutions1.8 mi

RIA firm · Sacramento, CA 95825 · Registered investment adviser

CRD 336457 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Decamilla Capital Management LLC3.5 mi

RIA firm · Sacramento, CA 95819 · Registered investment adviser · $163M AUM

CRD 108027 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Slalom Wealth Management, LLC3.5 mi

RIA firm · Sacramento, CA 95819 · Registered investment adviser · $19M AUM

CRD 292207 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Soesbe Financial3.5 mi

RIA firm · Sacramento, CA 95819 · Registered investment adviser · $84M AUM

CRD 307384 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Golden Wealth Capital, LLC3.5 mi

RIA firm · Sacramento, CA 95819 · Registered investment adviser · $21M AUM

CRD 327819 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nix Wealth Management4 mi

RIA firm · Sacramento, CA 95815 · Registered investment adviser · $82M AUM

CRD 114091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tate Private Wealth Advisers4 mi

RIA firm · Sacramento, CA 95815 · Registered investment adviser · $293M AUM

CRD 120938 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

True Wave Wealth Planners4 mi

RIA firm · Sacramento, CA 95815 · Registered investment adviser · $456M AUM

CRD 130163 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Boyd Wealth Management, LLC4 mi

RIA firm · Sacramento, CA 95815 · Registered investment adviser · $410M AUM

CRD 293990 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Twin Rivers Wealth Management4 mi

RIA firm · Sacramento, CA 95815 · Registered investment adviser · $122M AUM

CRD 305773 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rcm Robinson Capital Management LLC4.8 mi

RIA firm · Sacramento, CA 95816 · Registered investment adviser · $62M AUM

CRD 112814 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

245 Investments LLC4.8 mi

RIA firm · Sacramento, CA 95816 · Registered investment adviser · $5M AUM

CRD 330299 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Equity X Investments, LLC4.8 mi

RIA firm · Sacramento, CA 95816 · Registered investment adviser · $153k AUM

CRD 332527 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

PK Wealth Advisors4.8 mi

RIA firm · Sacramento, CA 95816 · Registered investment adviser · $18M AUM

CRD 335676 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Baluden Financial4.8 mi

RIA firm · Sacramento, CA 95816 · Registered investment adviser

CRD 340191 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Sacramento, CA.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 95864. Sacramento.

24 financial advisors & firms and 0 insurance agents verified near Sacramento, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person