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Financial Advisors in Folsom, CA: 2026 rankings

233 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Folsom: Bangerter Financial Strategies, Inc., RFA Score 76/100; 5.0★ from 108 Google reviews.

  2. 14

    Most-reviewed: Bank of America Financial Center, 186 Google reviews at 4.1★, the most of 233 ranked; ranked #14.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

233 Folsom financial advisors are ranked here by RFA Score, from eight published factors. 35 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.9★ across 233 rated firms.

Top 10 financial advisors in Folsom at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Folsom at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bangerter Financial Strategies, Inc.765.0★ (108)Folsom—Top score
2Level Coaching734.9★ (114)Roseville, 8 mi awayEvenings—
3Allworth Financial735.0★ (61)Folsom——
4Cornerstone Wealth and Tax Advisory Group, Inc.735.0★ (85)Roseville, 6 mi away——
5Bridgeview Capital Advisors Inc - David N. Waldrop, CFP725.0★ (71)El Dorado Hills, 6 mi away——
6EDH Tax Solutions724.8★ (84)El Dorado Hills, 6 mi away——
7Parkshore Wealth Management725.0★ (61)Granite Bay, 5 mi away——
8Allworth Financial724.9★ (131)Sacramento, 15 mi away——
9Allworth Financial724.9★ (66)Roseville, 6 mi away——
10Talon Wealth Management725.0★ (42)Folsom——

All 233 financial advisors in Folsom, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Level Coaching

    Based in Roseville, 8 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 114 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 114 Google reviews
    Hours
    Mon–Fri 7:30 AM–6:30 PM · Sat–Sun closed
    Address
    970 Reserve Dr #201, Roseville, CA 95678
    View profile for Level Coaching(888) 359-7755

  3. #3 Allworth Financial

    Based in Folsom

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    340 Palladio Pkwy Ste 501, Folsom, CA 95630
    View profile for Allworth Financial(916) 357-5287

  6. #6 EDH Tax Solutions

    Based in El Dorado Hills, 6 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 84 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 84 Google reviews
    Hours
    Mon–Fri 5 AM–5 PM · Sat–Sun closed
    Address
    5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762
    View profile for EDH Tax Solutions(916) 246-6111

  8. #8 Allworth Financial

    Based in Sacramento, 15 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 131 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 131 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    601 University Ave #250, Sacramento, CA 95825
    View profile for Allworth Financial(916) 619-3316

  9. #9 Allworth Financial

    Based in Roseville, 6 mi away

    72/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2999 Douglas Blvd Ste 250, Roseville, CA 95661
    View profile for Allworth Financial(916) 787-4565

  15. #15 Klosek Law Offices

    Based in Sacramento, 17 mi away

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    820 Alhambra Blvd, Sacramento, CA 95816
    View profile for Klosek Law Offices(916) 290-7560

  17. #17 Towerpoint Wealth

    Based in Sacramento, 19 mi away

    71/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    500 Capitol Mall #2060, Sacramento, CA 95814
    View profile for Towerpoint Wealth(916) 405-9140

  20. #20 Monolith Financial Group

    Based in Roseville, 6 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    3000 Lava Ridge Ct Ste 120, Roseville, CA 95661
    View profile for Monolith Financial Group(916) 367-6430

  22. #22 Lilani Wealth Management

    Based in Roseville, 7 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1624 Santa Clara Dr Suite 160, Roseville, CA 95661
    View profile for Lilani Wealth Management(888) 521-6752

  23. #23 Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™

    Based in Arden-Arcade, 6 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    11335 Gold Express Dr Ste 130, Gold River, CA 95670
    View profile for Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™(916) 473-6467

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 233 ranked financial advisors here; the rest are on their profiles.

financial advisors in Folsom, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bright Lake Wealth Management665.0★ (17)6 mi
27Patelco Credit Union Roseville664.1★ (48)9 mi
28Kerux664.8★ (17)5 mi
29WealthGuard Advisors, Inc.665.0★ (42)21 mi
30David Santos: Primerica - Financial Services665.0★ (25)12 mi
31Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC665.0★ (10)In Folsom
32Hunter Lowry, Financial Advisor665.0★ (19)9 mi
33Saxe Capital665.0★ (14)6 mi
34Up Capital Management, Inc665.0★ (16)8 mi
35Donna Dace: Primerica - Financial Services665.0★ (21)12 mi
36Creative Planning665.0★ (14)6 mi
37KC Wilson Insurance & Financial Services664.9★ (16)7 mi
38Money Bridge: Wealth & Income Planning665.0★ (15)7 mi
39Chris Reid Educates655.0★ (18)11 mi
40Mortgage Consultants Group - Lee Hurst655.0★ (138)6 mi
41Northwestern Mutual - Jeremy J. Wakamiya654.7★ (13)6 mi
42Edelman Financial Engines655.0★ (11)6 mi
43Sierra Ridge Advisor Group655.0★ (7)In Folsom
44Peak Financial Freedom Group654.3★ (16)6 mi
45Bank of America (with Drive-thru ATM)653.4★ (66)6 mi
46Encompass Wealth Advisers655.0★ (21)15 mi
47Smolin & Co CPA654.7★ (14)7 mi
48Arrowroot Advisors655.0★ (12)8 mi
49Golden Wealth Capital LLC655.0★ (21)16 mi
50Granite Exchange Services645.0★ (9)5 mi

Also serving Folsom

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Folsom
BusinessGoogle ratingDistance
Allen Tax Planning5.0★ (2)In Folsom
Boyd & Associates P.C.5.0★ (1)In Folsom
Carsten Glas, Capstone Financial Group5.0★ (1)In Folsom
Dachtler Wealth Management, LLC5.0★ (1)In Folsom
Edward Jones - Financial Advisor: Scott Moore5.0★ (1)In Folsom
Edward Jones - Financial Advisor: Tim Rogers5.0★ (2)In Folsom
Elizabeth Keyser5.0★ (1)In Folsom
Equitable Advisors1.0★ (1)In Folsom
Fairchild Financial Advisors5.0★ (1)In Folsom
Green Wealth Management5.0★ (1)In Folsom
Leslie Roper Day & Associates5.0★ (2)In Folsom
LPL FinancialIn Folsom
National Financial Recovery1.0★ (1)In Folsom
Parkshore Wealth Management5.0★ (1)In Folsom
Prudent Investor Advisors, LLC3.0★ (2)In Folsom
Ramey Financial Services1.0★ (1)In Folsom
Sierra Oaks Financial Planning5.0★ (1)In Folsom
Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar3.0★ (2)In Folsom
Westcorp Financial Services Inc5.0★ (1)In Folsom
WJ Pacheco Wealth Management5.0★ (1)In Folsom

How we ranked Folsom financial advisors

We scored 233 Folsom financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Folsom data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Folsom: frequently asked questions

Which financial advisor has the highest RFA Score in Folsom?

By RFA Score, the highest-ranked financial advisor in Folsom, CA is Bangerter Financial Strategies, Inc. with an RFA Score of 76/100. It has 5.0★ from 108 Google reviews. Level Coaching (#2) and Allworth Financial (#3) follow. We ranked 233 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Folsom?

RankedFinancialAdvisors ranks 233 financial advisors serving Folsom, CA. 7 of them are based in Folsom; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Folsom work on weekends?

35 of 233 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#14), Sacramento Payments Company (#19) and Denis Samodarov: Primerica - Financial Services (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Folsom financial advisors have?

The median Google rating among 233 rated financial advisors in Folsom is 4.9★, with a median of 9 reviews. Bank of America Financial Center has the most, 186 reviews, and ranks #14. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Folsom count in this ranking?

Yes, if they are within 25 mi of the Folsom city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Folsom ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Folsom a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Folsom

  1. November 2026: RFA Scores recalculated for 233 financial advisors serving Folsom.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Folsom pages