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Investment Advisors in Sacramento, CA: 2026 rankings

84 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Sacramento: Socotra Capital, RFA Score 68/100; 4.9★ from 201 Google reviews.

  2. 3

    Most-reviewed: Allworth Financial, 131 Google reviews at 4.9★, the most of 84 ranked after Socotra Capital; ranked #3.

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

84 Sacramento investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 84 rated firms.

Top 10 investment advisors in Sacramento 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 investment advisors in Sacramento at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Socotra Capital684.9★ (201)SacramentoTop score
2Turton Commercial Real Estate675.0★ (8)Sacramento—
3Allworth Financial674.9★ (131)SacramentoMost reviews
4Towerpoint Wealth665.0★ (101)Sacramento—
5Wells Fargo Advisors644.0★ (4)Sacramento—
6Franklin Templeton Investments645.0★ (8)Rancho Cordova, 11 mi away—
7Mutual of Omaha® Advisors - West - Sacramento642.6★ (5)Sacramento—
8Western & Southern Life643.7★ (3)Sacramento—
9Dominick Anton Financial Advisor at Twin Rivers Wealth Management635.0★ (46)Sacramento—
10Harsch Investment Properties622.0★ (4)West Sacramento, 4 mi away—

All 84 investment advisors in Sacramento, 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.

  1. Ranked #1 in Sacramento

    #1 Socotra Capital

    Based in Sacramento

    68/100RFA Score

    Ranked #1 because of its Google rating and review volume: 4.9★ from 201 Google reviews, the most in Sacramento.

    • 4.9★ from 201 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2714 V St, Sacramento, CA 95818
    View profile for Socotra Capital(855) 889-7626

  16. #16 Allworth Financial

    Based in Roseville, 18 mi away

    59/100RFA Score

    Ranked #16 because of its Google rating and review volume: 4.9★ from 66 Google reviews.

    • 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

  20. #20 Up Capital Management, Inc

    Based in Roseville, 16 mi away

    59/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    341 Lincoln St, Roseville, CA 95678
    View profile for Up Capital Management, Inc(916) 520-6420

  23. #23 Skye Homes

    Based in Elk Grove, 13 mi away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 37 Google reviews, listed on Google as “Real estate consultant”.

    • 4.8★ from 37 Google reviews
    Hours
    Mon–Sun 9 AM–7 PM
    Address
    7800 Nassa Cir, Elk Grove, CA 95757
    View profile for Skye Homes(916) 400-0385

  24. #24 Fidelity Investments

    Based in Sacramento

    57/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.6★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 36 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2277 Fair Oaks Blvd Ste 150, Sacramento, CA 95825
    View profile for Fidelity Investments(800) 635-3441

  25. #25 Charles Schwab

    Based in Sacramento

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.7★ from 28 Google reviews, listed on Google as “Financial consultant”.

    • 3.7★ from 28 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    525 Fulton Ave, Sacramento, CA 95825
    View profile for Charles Schwab(916) 973-3323

Investment 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 84 ranked investment advisors here; the rest are on their profiles.

investment advisors in Sacramento, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™575.0★ (24)13 mi
27Lilani Wealth Management565.0★ (25)17 mi
28Mark Sikich - Edelman Financial Engines555.0★ (13)12 mi
29Edward Jones - Financial Advisor: Kelly J Shultz555.0★ (13)12 mi
30Safeguard Investment Advisory Group554.8★ (6)18 mi
31Allison Wealth Management555.0★ (4)In Sacramento
32Pure Financial Advisors, LLC545.0★ (11)13 mi
33Edward Jones - Financial Advisor: Travis P Jackson, AAMS®544.0★ (4)In Sacramento
34Edward Jones - Financial Advisor: Lesa Johnson544.0★ (4)In Sacramento
35Edward Jones - Financial Advisor: Chris Wilczewski, CFP®|RICP®545.0★ (16)20 mi
36Brown Financial Services Group543.0★ (4)In Sacramento
37Northwestern Mutual533.3★ (3)In Sacramento
38Northwestern Mutual - Jeremy J. Wakamiya534.7★ (13)18 mi
39Edelman Financial Engines535.0★ (11)18 mi
40Merrill Lynch Wealth Management532.3★ (3)In Sacramento
41Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC535.0★ (10)18 mi
42Kim Sutton, SAFE Financial Services - Citrus Heights534.1★ (9)12 mi
43Charles Schwab533.9★ (21)18 mi
44Peter Hora - Edelman Financial Engines525.0★ (9)18 mi
45Creative Planning525.0★ (14)24 mi
46Fidelity Investments523.6★ (26)18 mi
47Factor Financial525.0★ (8)18 mi
48Kolb Financial & Insurance Services524.6★ (11)20 mi
49Arrowroot Advisors525.0★ (12)24 mi
50Charles Schwab513.0★ (11)14 mi

Also serving Sacramento

20 more investment 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 investment advisors serving Sacramento
BusinessGoogle ratingDistance
Anita R Johnson & Associates Inc.5.0★ (7)In Sacramento
Bank of America (with Drive-thru ATM)3.3★ (64)In Sacramento
Bank of America (with Drive-thru ATM)2.4★ (63)In Sacramento
Bank of America Financial Center3.0★ (207)In Sacramento
Bank of America Financial Center3.0★ (95)In Sacramento
Bank of America Financial Center2.8★ (74)In Sacramento
Bank of America Financial Center2.9★ (64)In Sacramento
Bank of America Financial Center3.2★ (40)In Sacramento
Bank of America Financial Center3.8★ (35)In Sacramento
Bank of America Financial Center3.7★ (31)In Sacramento
BMO Bank N.A Branches3.7★ (22)In Sacramento
Carolyn M Young Fiduciary Services2.2★ (35)In Sacramento
Donna Dace: Primerica - Financial Services5.0★ (21)In Sacramento
F&M Bank3.9★ (23)In Sacramento
F&M Bank2.8★ (13)In Sacramento
Herrera May Wealth Management5.0★ (14)In Sacramento
Josh Albert, CFP®4.7★ (13)In Sacramento
Klosek Law Offices5.0★ (96)In Sacramento
Legacy Movement Connection5.0★ (7)In Sacramento
School Services of California2.3★ (15)In Sacramento

How we ranked Sacramento investment advisors

We scored 84 Sacramento investment 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 Sacramento 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Sacramento: frequently asked questions

Which investment advisor has the highest RFA Score in Sacramento?

By RFA Score, the highest-ranked investment advisor in Sacramento, CA is Socotra Capital with an RFA Score of 68/100. It has 4.9★ from 201 Google reviews. Turton Commercial Real Estate (#2) and Allworth Financial (#3) follow. We ranked 84 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Sacramento?

RankedFinancialAdvisors ranks 84 investment advisors serving Sacramento, CA. 19 of them are based in Sacramento; 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 investment advisors in Sacramento work on weekends?

2 of 84 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Joshua Lutkemuller, CFA | Investment Advisor | Realtor | Investor (#15) and Skye Homes (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sacramento investment advisors have?

The median Google rating among 84 rated investment advisors in Sacramento is 5.0★, with a median of 5 reviews. Socotra Capital has the most, 201 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Sacramento count in this ranking?

Yes, if they are within 25 mi of the Sacramento city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Sacramento ranked?

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

How do I check an investment 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 investment advisor in Sacramento 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 investment 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 Sacramento

  1. November 2026: RFA Scores recalculated for 84 investment advisors serving Sacramento.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Sacramento pages