City
Wealth management firms in Sacramento, California
As of October 2, 2026, 40 wealth management firms, including broker-dealer firms, with their main office in Sacramento, California reported $4.3 billion in regulatory assets under management; the largest by assets was The Salvetti Group, with $633.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 40
- Regulatory assets under management
- $4.3 billion
- Average per firm
- $107.8 million
- SEC-registered, of those listed
- 10 of 40 (25.0%)
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 | Avisen Advisors, LLC 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 | $389.0 million | 438 |
| 7 | Tate Private Wealth Advisers | SEC | $293.4 million | 396 |
| 8 | Decamilla Capital Management LLC | SEC | $162.9 million | 302 |
| 9 | KW Wealth Management LLC | SEC | $121.9 million | 211 |
| 10 | Twin Rivers Wealth Management | SEC | $121.5 million | 700 |
| 11 | Soesbe Financial | State | $84.4 million | 142 |
| 12 | Nix Wealth Management | State | $82.0 million | 115 |
| 13 | Aaron Geoffrey Turner | State | $76.2 million | 288 |
| 14 | Anselme Capital, Inc. | State | $71.9 million | 264 |
| 15 | Sightline Wealth | State | $56.0 million | 103 |
| 16 | Endeavor Financial Planning | State | $53.2 million | 162 |
| 17 | Cypress Point Financial Advisors | State | $43.7 million | 81 |
| 18 | Deeringer Wealth Management, LLC | State | $39.7 million | 42 |
| 19 | Strategic Advocates, LLC | State | $33.7 million | 292 |
| 20 | Reliance Investing, Inc. | State | $32.0 million | 80 |
| 21 | Golden Wealth Capital, LLC | State | $21.0 million | 98 |
| 22 | Slalom Wealth Management, LLC | State | $19.3 million | 102 |
| 23 | PK Wealth Advisors | State | $18.0 million | 65 |
| 24 | Onesta Wealth Management, LLC | State | $17.7 million | 92 |
| 25 | Burge Financial | State | $14.8 million | 145 |
| 26 | Cif Advisors Inc. | State | $8.8 million | 169 |
| 27 | 245 Investments LLC | State | $4.5 million | 12 |
| 28 | Vifinance L.L.C. | State | $2.2 million | 24 |
| 29 | Quest Investment Firm | State | $1.9 million | 11 |
| 30 | Rooney Wealth Management | State | $1.1 million | 5 |
| 31 | Atwima Wealth Management LLC | State | $711,794 | 7 |
| 32 | Greenerbucks | State | $395,599 | 2 |
| 33 | Mechfi | State | $234,000 | 7 |
| 34 | Baluden Financial | State | $0 | 0 |
| 35 | Financial Client | State | $0 | 0 |
| 36 | Guanill Wealth Management | State | $0 | 0 |
| 37 | Larkspur Capital Partners | State | $0 | 0 |
| 38 | Royce Wealth Management LLC | State | $0 | 0 |
| 39 | San Francisco Asset Solutions | State | $0 | 0 |
| 40 | Sefton Financial Planning | 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.