Best Financial Advisors in Sacramento

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
470+
Advisors
4.7/5.0
Average Rating

Sacramento Financial Landscape

Sacramento's economy is driven by government, healthcare, and education sectors. The city is experiencing growth in technology and green industries.

Major industries
Government, Healthcare, Education, Technology, Agriculture
Population
479K (metro: 1.0M)
Median household income
$70,000
Unique needs
Sacramento requires strategies for sustainable growth, housing affordability, and infrastructure improvements.
Market Insights
Economic Growth
According to BEA (2023), Sacramento's GDP growth rate is projected at 3.2%, driven by public sector and tech advancements.
Wealth Demographics
According to Census (2023), the median household income in Sacramento is $70,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Sacramento are increasingly focusing on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Sacramento's cost of living has risen by 4.5% over the past year, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Sacramento's housing market is competitive, with median home prices increasing by 10% year-over-year.
Business Environment
According to Fortune (2024), Sacramento is ranked as a top city for startups due to its supportive policies and access to venture capital.

Top 5 Financial Advisors in Sacramento

Towerpoint Wealth
★ ★ ★ ★ ★ 5
Dominick Anton Financial Advisor at Twin Rivers Wealth Management
★ ★ ★ ★ ★ 5
Josh Albert, CFP®
★ ★ ★ ★ ★ 5
Encompass Wealth Advisers
★ ★ ★ ★ ★ 5
Twin Rivers Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Sacramento, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Sacramento-Specific Expertise
For Sacramento residents working in Government, Healthcare, Education, Technology, Agriculture, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Sacramento's tech sector growth poses concentration risks; housing market shows bubble signs. Prepare for flooding and diversify investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland