Licensed · Sacramento
Licensed & Insured Financial Advisors in Sacramento, CA
Every financial advisors listed here carries proper licensing and insurance in CA. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Sacramento, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Towerpoint Wealth with a 5.0-star rating from 95 Google reviews and an RNM Score of 95/100. Also in the top tier: Dominick Anton Financial Advisor at Twin Rivers Wealth Management and Parkshore Wealth Management. The average rating across all listed financial advisors in Sacramento is 5 stars from 15 reviews per business on average.
Financial advisors in Sacramento typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Navion Financial Advisors
Navion Financial Advisors stands out as the best overall due to its comprehensive, client-first approach and consistent top rankings among Sacramento financial advisors.
Most Reviewed
Josh Albert, CFP®
A high number of reviews generally indicates a strong track record of client satisfaction and trust, making it easier for new clients to gauge service quality.
When choosing a financial advisor in Sacramento, consider both credentials like CFP® certification and the number of client reviews, but also schedule initial consultations to ensure their approach aligns with your personal financial goals.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
15
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Sacramento financial advisor with a perfect 5.0★ score from 95 reviews.
500 Capitol Mall #2060, Sacramento, CA 95814, USA5.0 stars from 47 reviews confirms trusted financial guidance in Sacramento.
1783 Tribute Rd D, Sacramento, CA 95815, USASacramento financial advisor with a perfect 5.0 rating from 30 client reviews.
5940 Granite Lake Dr, Granite Bay, CA 95746, USAFinancial Advisors Rankings in Sacramento, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Towerpoint Wealth500 Capitol Mall #2060, Sacramento, CA 95814, USA | 5.0★ | 95 |
| #2 | Dominick Anton Financial Advisor at Twin Rivers Wealth Management1783 Tribute Rd D, Sacramento, CA 95815, USA | 5.0★ | 47 |
| #3 | Parkshore Wealth Management5940 Granite Lake Dr, Granite Bay, CA 95746, USA | 5.0★ | 30 |
| #4 | AMI Financial Professionals, LLC2717 Cottage Way Suite 8, Sacramento, CA 95825, USA | 5.0★ | 1 |
| #5 | Creative Planning4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, USA | 5.0★ | 14 |
| #6 | Slalom Wealth Management836 57th St Suite 457, Sacramento, CA 95819, USA | 5.0★ | 3 |
| #7 | Baird Private Wealth Management300 University Ave Suite 200, Sacramento, CA 95825, USA | 5.0★ | 1 |
| #8 | Allworth Financial601 University Ave #250, Sacramento, CA 95825, USA | 4.6★ | 40 |
| #9 | Allison Wealth Management1610 Arden Wy #299, Sacramento, CA 95815, USA | 5.0★ | 4 |
| #10 | Sterling Retirement Group of Sacramento300 Harding Blvd STE 115, Roseville, CA 95678, USA | 5.0★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Sacramento
Rated 5.0 stars from 1 review in Sacramento.
2717 Cottage Way Suite 8, Sacramento, CA 95825, USA
Earned a flawless 5.0-star rating from 14 Google reviews in Sacramento.
4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, USA
Exceptional 5.0-star rating based on three Google reviews from clients.
836 57th St Suite 457, Sacramento, CA 95819, USA
Top-rated Sacramento financial advisor with a perfect 5.0-star rating from one review.
300 University Ave Suite 200, Sacramento, CA 95825, USA
Trusted by 40 clients with a 4.6-star rating for financial guidance in Sacramento.
601 University Ave #250, Sacramento, CA 95825, USA
Earns a perfect 5.0-star rating from a handful of local client reviews.
1610 Arden Wy #299, Sacramento, CA 95815, USA
Exceptional 5.0-star rating from a small number of local client reviews.
300 Harding Blvd STE 115, Roseville, CA 95678, USA
Rated 5.0 stars from 3 Google reviews for trusted financial guidance in Sacramento.
740 University Ave, Sacramento, CA 95825, USA
Consistently earns perfect 5.0-star ratings from over 20 Google reviews.
100 Howe Ave #120s, Sacramento, CA 95825, USA
Top-rated Sacramento financial advisor with a perfect 5.0-star rating from 12 reviews.
1425 River Park Dr # 100, Sacramento, CA 95815, USA
5.0-star rating from a handful of reviews in Sacramento.
5290 Elvas Ave, Sacramento, CA 95819, USA
5.0 stars from 13 reviews, reflecting exceptional client satisfaction in Sacramento.
100 Howe Ave #120s, Sacramento, CA 95825, USA
Rated 4.5 stars from 2 Google reviews, this Sacramento financial advisor is highly regarded.
2180 Harvard St #410, Sacramento, CA 95815, USA
5.0★ rating from 1 review, reflecting exceptional client satisfaction in Sacramento.
400 Capitol Mall Ste 900, Sacramento, CA 95814, USA
5.0-star rating from 2 reviews for financial advising in Sacramento.
5301 Madison Ave STE 302, Sacramento, CA 95841, USA
Exceptional 5.0-star rating from 5 Google reviews in Sacramento.
1783 Tribute Rd D, Sacramento, CA 95815, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
3620 American River Dr Suite 110, Sacramento, CA 95864, USA
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Financial Advisors in Sacramento, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Towerpoint Wealth | 95/100 | 5.0 ★ | 95 |
| 2 | Dominick Anton Financial Advisor at Twin Rivers Wealth Management | 91/100 | 5.0 ★ | 47 |
| 3 | Parkshore Wealth Management | 89/100 | 5.0 ★ | 30 |
| 4 | AMI Financial Professionals, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | Creative Planning | 85/100 | 5.0 ★ | 14 |
| 6 | Slalom Wealth Management | 78/100 | 5.0 ★ | 3 |
| 7 | Baird Private Wealth Management | 74/100 | 5.0 ★ | 1 |
| 8 | Allworth Financial | 83/100 | 4.6 ★ | 40 |
| 9 | Allison Wealth Management | 79/100 | 5.0 ★ | 4 |
| 10 | Sterling Retirement Group of Sacramento | 82/100 | 5.0 ★ | 8 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Sacramento
What is a fiduciary financial advisor and why does it matter in Sacramento?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Sacramento, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Sacramento?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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