Investment adviser firms in SACRAMENTO, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
12 firms · Source months shown: August 2026
- AF ADVISORS, INC.CRD 149683 · SACRAMENTO, CA$479,817,614.00Regulatory AUM · August 2026
- AVISEN ADVISORS, LLCCRD 113791 · SACRAMENTO, CA$388,961,011.00Regulatory AUM · August 2026
- BOYD WEALTH MANAGEMENT, LLCCRD 293990 · SACRAMENTO, CA$409,801,993.00Regulatory AUM · August 2026
- CENTRAL VALLEY ADVISORS, LLCCRD 324974 · SACRAMENTO, CA$633,744,497.00Regulatory AUM · August 2026
- DECAMILLA CAPITAL MANAGEMENT LLCCRD 108027 · SACRAMENTO, CA$162,883,682.00Regulatory AUM · August 2026
- EFPORTFOLIO LLCCRD 342386 · SACRAMENTO, CANot availableRegulatory AUM · August 2026
- EVERY SECURITIES LLCCRD 333167 · SACRAMENTO, CA$122,651,621.00Regulatory AUM · August 2026
- LUCAS GROUP FINANCIAL PLANNERS, INC.CRD 130163 · SACRAMENTO, CA$456,454,693.00Regulatory AUM · August 2026
- RCM ROBINSON CAPITAL MANAGEMENT LLCCRD 112814 · SACRAMENTO, CA$61,800,813.00Regulatory AUM · August 2026
- SOCOTRA MANAGEMENT, INC.CRD 328954 · SACRAMENTO, CA$388,502,152.00Regulatory AUM · August 2026
- TATE WEALTH MANAGEMENTCRD 120938 · SACRAMENTO, CA$293,356,007.00Regulatory AUM · August 2026
- TOWERPOINT WEALTH, LLCCRD 288593 · SACRAMENTO, CA$561,286,844.00Regulatory AUM · August 2026