Finding a Top Financial Advisor in Sacramento, California
Entrusting your financial future to a stranger is never easy. That’s where we come in. We’ve researched the top advisor firms who serve Sacramento, California, giving you all the details you need to get a grasp of each company in the list below. If you’re still undecided, you can try our financial advisor pairing tool for a tailored recommendation.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Adams Ashby Financial Advisors  Find an Advisor | $737,096,379 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
| 2 | Lucas Group Financial Planners, Inc.  Find an Advisor | $374,733,822 | $250,000 |
| Minimum Assets$250,000Financial Services
|
| 3 | Avisen Advisors, LLC  Find an Advisor | $356,123,136 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
|
| 4 | Boyd Wealth Management, LLC  Find an Advisor | $345,018,336 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Sacramento, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
-
![]()
AUMFirms with more total assets under management are ranked higher. -
![]()
Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
![]()
Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
![]()
Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Adams Ashby Financial Advisors
Adams Ashby Financial Advisors is a fee-only firm that works with clients who are both high-net-worth and non-high-net-worth individuals, as well as charities, pensions and profit-sharing plans.
The firm has a small number of advisors on staff working with its relatively small client base. At least one of the advisors holds the designation of a Certified Financial Planner™ (CFP®).
Adams Ashby offers financial planning, investment management, portfolio review and pension consulting to its clients. Its financial planning services focus on six main areas:
- Retirement planning
- Investment profile assessment
- Investment and real estate holdings review
- Income and estate tax reduction analysis and planning
- Family budgeting and financial progress coaching
- Family financial documents review
The firm seeks to meet clients' financial goals through their investments, and it develops an appropriate investment approach based on the information advisors learn about clients in initial meetings.
Common investments used in client portfolios include exchange-traded funds (ETFs), mutual funds and individual stocks or bonds. It may employ a range of investment strategies, including long-term and short-term purchases, short sales, trading, margin transactions and options.
Adams Ashby does not have a minimum account size requirement.
Lucas Group Financial Planners
Lucas Group Financial Planners is a fee-based firm with a team that holds several professional certifications. These include the Certified Financial Planner™ (CFP®), chartered advisor in philanthropy (CAP) and chartered retirement plans specialist (CRPS) designations.
The firm works with a range of clients, including high-net-worth and non-high-net-worth clients, as well as pension and profit-sharing plans.
For its model portfolio management services, Lucas Group typically requires a $250,000 minimum investment, though this amount can be negotiable.
The firm offers a variety of financial planning services, with a focus on income tax planning. Other areas include cash flow analysis, investment planning, insurance needs, retirement planning, estate strategies, and preparing for death or disability.
Investment services are delivered through model asset allocation portfolios that match each client’s goals and risk tolerance.
Lucas Group manages these portfolios on a discretionary basis, making investment decisions without needing client approval for each trade. Portfolios typically include mutual funds and publicly traded securities.
Avisen Advisors
Avisen Advisors is a fee-based firm that works with both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, corporations and businesses.
The company employs advisors on staff who may earn commissions on certain transactions, like the sale of securities or insurance products. Despite the potential conflict of interest this creates, Avisen Advisors is a fiduciary and must act in its clients' best interests.
By opening an investment management account with Avisen Advisors, you'll have a number of portfolio options from which to choose.
While Avisen offers its own investment portfolio, its clients can also select from several other strategies, including some offered by Lockwood Capital Management and a few other companies. Portfolio managers at Avisen may use LCM’s portfolio models to match your financial needs with the model that would best accomplish your stated objectives.
You may want to ask your advisor about each program and associated fees before agreeing to a management relationship.
Boyd Wealth Management
Boyd Wealth Management specializes in both personal wealth management and business planning. The firm's current client base includes individuals with and without a high net worth, as well as pension and profit-sharing plans, and businesses.
The firm has advisors who hold the designations of Certified Financial Planner™ (CFP®), chartered financial consultant (ChFC) and chartered financial analyst (CFA).
This is a fee-based firm, as its advisors may earn commissions from selling insurance products in addition to the fees its clients pay. Boyd is a fiduciary though, requiring it to always act in clients' best interests.
Boyd Wealth Management offers a wide range of services, including portfolio and asset management, financial and investment planning, retirement and estate planning, and tax strategies for individuals and businesses. Other services include charitable and education planning, insurance and debt analysis, real estate review, evaluating lines of credit, corporate structure advice, and retirement plan consulting.
The firm creates a customized asset allocation for each client based on their risk tolerance, time horizon, tax situation and investment goals. The firm prioritizes both diversification and tax efficiency when investing. Individual stocks, bonds, exchange-traded funds (ETFs), options and mutual funds are commonly used.
