Best Financial Advisors in Elk Grove, CA
15 firms listed · 5 in Elk Grove · 1 open weekends · 11 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Transamerica Financial Advisors
West Coast Swiss Group
The Jones Educational Group
Credence Financial Services
Towerpoint Wealth
The 15 firms listed for Elk Grove, 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: Elk Grove, CA
Of the 15 firms we list here, 5 are in Elk Grove itself and 10 come from Sacramento (11 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 139 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites and 1 lists staff certifications (CFP). Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 10 list a public email and 4 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 Elk Grove listed here?
5 of the 15 firms are located in Elk Grove. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.