Highest Rated · Sacramento
Top-Rated Financial Advisors in Sacramento, CA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Sacramento, CA by verified customer ratings and review volume. The highest-rated is Towerpoint Wealth with a 5.0-star rating from 95 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
15
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Towerpoint Wealth
500 Capitol Mall #2060, Sacramento, CA 95814, USA
Dominick Anton Financial Advisor at Twin Rivers Wealth Management
1783 Tribute Rd D, Sacramento, CA 95815, USA
Parkshore Wealth Management
5940 Granite Lake Dr, Granite Bay, CA 95746, USA
Financial 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 | Creative Planning4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, USA | 5.0★ | 14 |
| #5 | Baird Private Wealth Management300 University Ave Suite 200, Sacramento, CA 95825, USA | 5.0★ | 1 |
| #6 | Slalom Wealth Management836 57th St Suite 457, Sacramento, CA 95819, USA | 5.0★ | 3 |
| #7 | Genovese Burford & Brothers740 University Ave, Sacramento, CA 95825, USA | 5.0★ | 3 |
| #8 | Allworth Financial601 University Ave #250, Sacramento, CA 95825, USA | 4.6★ | 40 |
| #9 | AMI Financial Professionals, LLC2717 Cottage Way Suite 8, Sacramento, CA 95825, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Matt Larsen, AAMS®3620 American River Dr Suite 110, Sacramento, CA 95864, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sacramento
Creative Planning
4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, USA
Baird Private Wealth Management
300 University Ave Suite 200, Sacramento, CA 95825, USA
Slalom Wealth Management
836 57th St Suite 457, Sacramento, CA 95819, USA
Genovese Burford & Brothers
740 University Ave, Sacramento, CA 95825, USA
Allworth Financial
601 University Ave #250, Sacramento, CA 95825, USA
AMI Financial Professionals, LLC
2717 Cottage Way Suite 8, Sacramento, CA 95825, USA
Edward Jones - Financial Advisor: Matt Larsen, AAMS®
3620 American River Dr Suite 110, Sacramento, CA 95864, USA
Sterling Retirement Group of Sacramento
300 Harding Blvd STE 115, Roseville, CA 95678, USA
Twin Rivers Wealth Management
1783 Tribute Rd D, Sacramento, CA 95815, USA
Josh Albert, CFP®
1425 River Park Dr # 100, Sacramento, CA 95815, USA
Herrera May Wealth Management
100 Howe Ave #120s, Sacramento, CA 95825, USA
CFS Wealth Advisors
5301 Madison Ave STE 302, Sacramento, CA 95841, USA
North Star Financial Partners
2180 Harvard St #410, Sacramento, CA 95815, USA
Allison Wealth Management
1610 Arden Wy #299, Sacramento, CA 95815, USA
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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: May 17, 2026.
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