Integrated Financial Concepts
“Peter and Garrett are a great team.”
Best Financial Advisors in Auburn, CA
15 firms listed · 5 in Auburn · 10 rated 4.5+ · 3 show a license
Data verified October 17, 2026
North Brook Financial Services
Jay Arnold LPL Financial Advisor
Packard Financial
Vantage Financial Group
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Parkshore Wealth Management
“We have had interaction with all members of the Park Shore team and feel that whatever our needs are they are promptly addressed.”
The 15 firms listed for Auburn, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Auburn, CA
Of the 15 firms we list here, 5 are in Auburn itself and 10 come from Rocklin (4, 11 mi), Granite Bay (3, 13 mi) and Roseville (3, 16 mi). 11 of the firms on this page have a rating, from 4.1 to 5.0 across 94 reviews; 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (95%) and quality (70%). 3 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 11 have ten or more years of experience, the longest 32 years. 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Auburn listed here?
5 of the 15 firms are located in Auburn. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Tidwell & Associates Cpas
“I've never gone into a place with questions and left completely satisfied and actually understand the answers provided.”
Abound Financial
“They do all this in humility, kindness and with a genuine dedication to their clients rarely seen not only in this industry but any where else.”
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Monolith Financial Group
“They don't just take your money and invest it until they are sure you are happy and understand the plan for your money that you help create.”
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Golden State Tax & Business Services
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Saxe Capital
“Working with Christian has allowed me to build a well diversified portfolio with access to investment avenues I'd never have as an individual investor, save a significant amount in future tax liabilities, access to different lending options, and more.”
Delyon Wealth Management
“He strategically moves our money depending on the market, finds the highest paying returns and dividends, helps tremendously with tax management of our account, and is also just a really good guy.”
Bulman Wealth Group
“Rachel was very kind and transparent and even share a couple of resources for me to continue learning about general investments.”
My Secure Advantage
“Tammy Davidson guided me on taxes, car loans, 401k and other financial things.”
Integrity Financial Group
“I have been seeing him for the last 4 years for financial advising and he has kept me on track to achieve all of my financial goals through those years.”
Why these companies made our list
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