Top financial advisors in Folsom, CA
We’ve curated a list of the best financial advisors in Folsom, take a look at it below
Find an advisor in Folsom| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $16,391,792,274 | 343 advisors | ||
| 2 | $132,696,218 | 4 advisors | ||
| 3 | $108,100,701 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Folsom, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Folsom. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Allworth Financial, L.p.
Allworth Financial, L.p. is a financial advisory firm based in Folsom, California. It currently has approximately $16,391,792,274 of assets under management and employs about 343 people. Allworth Financial, L.p. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$16,391,792,274
Headcount
343 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-68255
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Gasber Financial Advisors, Inc
Gasber Financial Advisors, Inc is a financial advisory firm based in Folsom, California. It currently has approximately $132,696,218 of assets under management and employs about 4 people. Gasber Financial Advisors, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$132,696,218
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-72295
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Fairchild Financial Advisors, Inc.
Fairchild Financial Advisors, Inc. is a financial advisory firm based in Folsom, California. It currently has approximately $108,100,701 of assets under management and employs about 2 people. Fairchild Financial Advisors, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$108,100,701
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-121416
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.