Towerpoint Wealth
“Their helpful advisors always answer my questions quickly and care deeply about the educational mission of my organization.”
Best Financial Advisors in Sacramento, CA
20 firms listed · all 20 in Sacramento · 2 open weekends · 18 rated 4.5+ · 6 show a license
Data verified November 5, 2026
My Books My Taxes
“It was a pleasure to have Mai help me file my taxes again this year.”
Twin Rivers Wealth Management
“I also want to give a shout-out to Sonya, who works alongside Anthony; her responsiveness and dedication are evident, and she is a fantastic asset to the team”
Islip + Company, Cpas
“I've had Pat prepared our corporations, as well as personal taxes for more than 22 years, and I could not be more pleased.”
Soesbe Financial
Archer Financial Services
“Very knowledgeable and clearly has his client's best interest in mind.”
The 20 firms listed for Sacramento, 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: Sacramento, CA
All 20 firms we list here are in Sacramento itself. We have 55 firms in Sacramento on file; this page shows the highest-rated 20. 19 of the firms on this page have a rating, from 4.0 to 5.0 across 159 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), our firm (2), our location (2) and tell a friend (2). 6 show a license on their websites and 1 lists staff certifications (CFP). Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 20 of the firms on this page; 18 publish a contact page; 15 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Sacramento take financial planning bookings online?
6 of the 20 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Sutley Wertzer
“Steve has always been a honest, straight forward and honest financial advisor.”
Benefit Resources
Simpson Wornel
Holmes Financial
Slalom Wealth Management
“We highly recommend Slalom Wealth Management, so much so that several of our friends and family members now work with Tony”
Government Financial Strategy
“True profesionals, doing the best for their clients”
Bautista Wealth Management
Wealth Advancement
“We've made a few adjusts in my investments and I now have a positive outlook on my retirement.”
CFS Wealth Advisors
“Everyone exhibits patience with questions and professionalism.”
JP Tax Services
Legacy Movement Connection
“Initially, I had really low expectations going in, but after jumping on a Zoom call with his team in Sacramento, my eyes were opened, and well, they just blew me away with the information, professionalism, and transparency.”
North Star Financial Partners
Lighthouse Strategic Advisors
Decamilla Capital Management
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
