City
Wealth management firms in Folsom, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Folsom, California reported $34.8 billion in regulatory assets under management; the largest by assets was Allworth Financial, L.P., with $33.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $34.8 billion
- Average per firm
- $2.5 billion
- SEC-registered, of those listed
- 6 of 14 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Allworth Financial, L.P. | SEC | $33.6 billion | 75,126 |
| 2 | Planned Solutions, Inc. | SEC | $671.0 million | 2,282 |
| 3 | Gasber Financial Advisors, Inc | SEC | $177.7 million | 330 |
| 4 | Dachtler Wealth Advisors, LLC | SEC | $120.4 million | 387 |
| 5 | Tor Wealth Advisors, LLC | State | $81.0 million | 229 |
| 6 | Elite Capital Services, LLC | State | $54.0 million | 70 |
| 7 | Mathews Capital Management | State | $40.5 million | 96 |
| 8 | Parrot Finance, Inc. | SEC | $30.1 million | 10,134 |
| 9 | Legacy Builders Financial, LLC | State | $13.7 million | 73 |
| 10 | Kim Knotts, RIA | State | $8.3 million | 51 |
| 11 | Corley Investment Management | State | $0 | 0 |
| 12 | Dreams Investment Solutions Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $0 | 0 |
| 13 | Shariawiz Advisory | State | $0 | 0 |
| 14 | T. Sharp Wealth Management | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.