Investment adviser firms in FOLSOM, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
6 firms · Source months shown: August 2026
- ALLWORTH FINANCIAL, L.P.CRD 111167 · FOLSOM, CA$33,554,007,293.00Regulatory AUM · August 2026
- DACHTLER WEALTH ADVISORS, LLCCRD 335863 · FOLSOM, CA$120,350,195.00Regulatory AUM · August 2026
- FAIRCHILD FINANCIAL ADVISORS, INC.CRD 165434 · FOLSOM, CA$127,275,047.00Regulatory AUM · August 2026
- GASBER FINANCIAL ADVISORS, INCCRD 157329 · FOLSOM, CA$177,731,911.00Regulatory AUM · August 2026
- PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.CRD 105052 · FOLSOM, CA$670,996,783.00Regulatory AUM · August 2026
- PRUDENT INVESTOR ADVISORS, LLCCRD 121922 · FOLSOM, CA$1,302,177,184.00Regulatory AUM · August 2026