LPL Financial - Dru A Torvend
“I've know him for 20 years and he has huge respect in the financial services community”
Best Financial Advisors near Rancho Cordova, CA
We have 3 firms in Rancho Cordova on file, and all of them are on this list, along with 12 from towns including Sacramento (3, 12 mi), Roseville (3, 14 mi) and Folsom (2, 9 mi).
1 open weekends · 13 rated 4.5+ · 5 show a license
Data verified October 16, 2026
Vonderwerth Financial Services
American River Wealth Management
Parkshore Wealth Management
“They take the time to learn about your personal situation and goals, develop short- and long-term goals, and provide the tools necessary for success.”
Allen Tax Planning
“Noell Allen, CPA is an extraordinarily knowledgable and personable tax professional.”
Peak Financial Freedom Group
“His explanations are easy to understand and he answers all questions clearly.”
The 15 firms listed for Rancho Cordova, 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: Rancho Cordova, CA
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 113 reviews; 13 are rated 4.5 or higher. 1 is open on Saturdays. 5 show a license on their websites; 2 list staff certifications (CFP) and 4 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 53 years. 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 7 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 Rancho Cordova listed here?
3 of the 15 firms are located in Rancho Cordova. 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.
Fairchild Financial Advisors
Diligence Wealth Management
“She dedicates her time to provide value to individuals by educating them on available resources and offering actionable steps to implement moving forward.”
Abound Financial
“They have been so easy to work with and helped build our portfolio with our church and business.”
Saxe Capital
“He is very thorough to work with, easy to understand and has great follow through.”
Blonskij Financial Services
Moneywise With Marybeth Fiduciary Services
“I've really enjoyed getting to know her.”
Bridgeview Capital Advisors
“David is a trustworthy person that I'd be very comfortable recommending to friends and family.”
Twin Rivers Wealth Management
“He is very detailed, organized, thoughtful, but most importantly he was able to explain financial concepts to me in a way that I understood.”
Soesbe Financial
Why these companies made our list
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