List Of All investment advisor Leads in Sacramento
A current list of investment advisor in Sacramento: 25 businesses, each with contact information and a rating where one's on record. Ratings run as high as 5.0★ (held by Towerpoint Wealth), with an average of roughly 4.4★ across all listings. Everything below is current as of 9/9/2026; click through to any listing for a website, map link, or way to get in touch.
25 results · last updated 9/9/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Towerpoint Wealth500 Capitol Mall #2060, Sacramento, CA 95814, United States | +*9*6**••••0 | — | 5.0(99 reviews) | Financial planner | |
| Dominick Anton Financial Advisor at Twin Rivers Wealth Management1783 Tribute Rd D, Sacramento, CA 95815, United States | +***86*••••4 | — | 5.0(47 reviews) | Financial planner | |
| Encompass Wealth Advisers100 Howe Ave #120s, Sacramento, CA 95825, United States | +*9*6*7••••9 | — | 5.0(21 reviews) | Insurance agency | |
| Golden Wealth Capital LLC5523a F St, Sacramento, CA 95819, United States | +*9*67*••••3 | pa**••••*.comRegister to View | 5.0(21 reviews) | Financial advisor | |
| Herrera May Wealth Management100 Howe Ave #120s, Sacramento, CA 95825, United States | — | — | 5.0(14 reviews) | Financial planner | |
| Josh Albert, CFP®1425 River Park Dr #100, Sacramento, CA 95815, United States | +*9*66*••••8 | jo****••••*.comRegister to View | 5.0(12 reviews) | Financial planner | |
| Sterling Retirement Group of Sacramento5.0(8) | — | — | 5.0(8 reviews) | — | |
| Twin Rivers Wealth Management1783 Tribute Rd D, Sacramento, CA 95815, United States | +*9*6**••••0 | in**••••*.comRegister to View | 5.0(5 reviews) | Financial planner | |
| Allison Wealth Management1610 Arden Wy #299, Sacramento, CA 95815, United States | +*9*6**••••3 | ri****••••*.comRegister to View | 5.0(4 reviews) | Financial planner | |
| Genovese Burford & Brothers740 University Ave, Sacramento, CA 95825, United States | — | — | 5.0(3 reviews) | Financial planner | |
| Wells Fargo Advisors5.0(1) | — | — | 5.0(1 reviews) | — | |
| Navion Financial Advisors400 Capitol Mall Ste 900, Sacramento, CA 95814, United States | +*****9••••1 | — | 5.0(1 reviews) | Financial planner | |
| Legacy Wealth Management555 Capitol Mall Ste 747, Sacramento, CA 95814, United States | +*9*6*6••••0 | — | 5.0(1 reviews) | Financial planner | |
| Merrill Investment & Retirement Financial Center5.0(1) | — | — | 5.0(1 reviews) | — | |
| Allworth Financial601 University Ave #250, Sacramento, CA 95825, United States | +*9*66*••••6 | — | 4.9(120 reviews) | Financial planner | |
| North Star Financial Partners2180 Harvard St #410, Sacramento, CA 95815, United States | +*9*677••••0 | — | 4.5(2 reviews) | Financial planner | |
| Edward Jones - Financial Advisor: Lesa Johnson4080 Truxel Rd Ste 240, Sacramento, CA 95834, United States | +*9*6**••••0 | us**••••*.comRegister to View | 4.0(4 reviews) | Financial Advisor | |
| Fidelity Investments2277 Fair Oaks Blvd Ste 150, Sacramento, CA 95825, United States | +*8**6*••••1 | — | 3.5(34 reviews) | Investment service | |
| Morgan Stanley Financial Advisors400 Capitol Mall Ste 1900, Sacramento, CA 95814, United States | +*9*6**••••1 | — | 3.0(2 reviews) | Financial Advisor | |
| Merrill Lynch Wealth Management555 Capitol Mall, Sacramento, CA 95814, United States | +*9*66*••••0 | — | 2.3(3 reviews) | Investment service | |
| Larry Pearl - Financial Advisor, Ameriprise Financial Services, LLC2750 Gateway Oaks Dr Ste 340, Sacramento, CA 95833, United States | +*9*67*••••0 | lp****••••*.comRegister to View | 1.0(1 reviews) | Financial planner | |
| Financial Network Wealth Advisors1300 Ethan Wy #150, Sacramento, CA 95825, United States | +*9*66*••••0 | co****••••*.netRegister to View | — | Financial advisor | |
| The Sacramento Wealth Management Group - Morgan Stanley400 Capitol Mall Ste 1900, Sacramento, CA 95814, United States | +*9*6*6••••2 | — | — | Financial Advisor | |
| The Strawn Wealth Consulting Group - UBS Financial Services Inc.1610 Arden Wy #200, Sacramento, CA 95815, United States | +*9*66*••••4 | jo****••••*.comRegister to View | — | Financial Advisor | |
| Boyd Wealth Management1545 River Park Dr #202, Sacramento, CA 95815, United States | +*9*6*6••••2 | in**••••*.comRegister to View | — | Financial planner |