City
Independent RIAs in Sacramento, California
As of October 2, 2026, 39 independent wealth management RIAs with their main office in Sacramento, California reported $3.9 billion in regulatory assets under management; the largest by assets was The Salvetti Group, with $633.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 39
- Regulatory assets under management
- $3.9 billion
- Average per firm
- $100.6 million
- SEC-registered, of those listed
- 9 of 39 (23.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Salvetti Group | SEC | $633.7 million | 1,923 |
| 2 | Towerpoint Wealth, LLC | SEC | $561.3 million | 1,475 |
| 3 | Adams Ashby Financial Advisors | SEC | $479.8 million | 102 |
| 4 | True Wave Financial Planners | SEC | $456.5 million | 1,444 |
| 5 | Boyd Wealth Management, LLC | SEC | $409.8 million | 494 |
| 6 | Tate Private Wealth Advisers | SEC | $293.4 million | 396 |
| 7 | Decamilla Capital Management LLC | SEC | $162.9 million | 302 |
| 8 | KW Wealth Management LLC | SEC | $121.9 million | 211 |
| 9 | Twin Rivers Wealth Management | SEC | $121.5 million | 700 |
| 10 | Soesbe Financial | State | $84.4 million | 142 |
| 11 | Nix Wealth Management | State | $82.0 million | 115 |
| 12 | Aaron Geoffrey Turner | State | $76.2 million | 288 |
| 13 | Anselme Capital, Inc. | State | $71.9 million | 264 |
| 14 | Sightline Wealth | State | $56.0 million | 103 |
| 15 | Endeavor Financial Planning | State | $53.2 million | 162 |
| 16 | Cypress Point Financial Advisors | State | $43.7 million | 81 |
| 17 | Deeringer Wealth Management, LLC | State | $39.7 million | 42 |
| 18 | Strategic Advocates, LLC | State | $33.7 million | 292 |
| 19 | Reliance Investing, Inc. | State | $32.0 million | 80 |
| 20 | Golden Wealth Capital, LLC | State | $21.0 million | 98 |
| 21 | Slalom Wealth Management, LLC | State | $19.3 million | 102 |
| 22 | PK Wealth Advisors | State | $18.0 million | 65 |
| 23 | Onesta Wealth Management, LLC | State | $17.7 million | 92 |
| 24 | Burge Financial | State | $14.8 million | 145 |
| 25 | Cif Advisors Inc. | State | $8.8 million | 169 |
| 26 | 245 Investments LLC | State | $4.5 million | 12 |
| 27 | Vifinance L.L.C. | State | $2.2 million | 24 |
| 28 | Quest Investment Firm | State | $1.9 million | 11 |
| 29 | Rooney Wealth Management | State | $1.1 million | 5 |
| 30 | Atwima Wealth Management LLC | State | $711,794 | 7 |
| 31 | Greenerbucks | State | $395,599 | 2 |
| 32 | Mechfi | State | $234,000 | 7 |
| 33 | Baluden Financial | State | $0 | 0 |
| 34 | Financial Client | State | $0 | 0 |
| 35 | Guanill Wealth Management | State | $0 | 0 |
| 36 | Larkspur Capital Partners | State | $0 | 0 |
| 37 | Royce Wealth Management LLC | State | $0 | 0 |
| 38 | San Francisco Asset Solutions | State | $0 | 0 |
| 39 | Sefton Financial Planning | State | $0 | 0 |
Independent RIAs 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.