Fiduciary advisors in Sacramento, CA
11 registered advisers
Sacramento is the state capital, where government pensions (CalPERS, CalSTRS) and a growing tech scene create a diverse advisory market, and 11 SEC-registered fiduciary firms serve local investors. Among them, 10 operate strictly fee-only, meaning they collect no commissions or product-based revenue.
ADAMS ASHBY FINANCIAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$737M
Minimum--
Clients99
AVISEN ADVISORS, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$356M
Minimum--
Clients422
BOYD WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$345M
Minimum--
Clients452
DECAMILLA CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$145M
Minimum--
Clients283
EVERY SECURITIES LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$120M
Minimum--
Clients193
SOCOTRA MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$403M
Minimum--
Clients5
STRATEGIC ADVOCATES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$34M
Minimum--
Clients292
TATE PRIVATE WEALTH ADVISERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$288M
Minimum--
Clients442
THE SALVETTI GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$634M
Minimum--
Clients1,923
TOWERPOINT WEALTH, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.30%
AUM$470M
Minimum--
Clients1,390
TRUE WAVE WEALTH PLANNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$456M
Minimum--
Clients1,444