List Of All investment advisor Leads in Sacramento
A current list of investment advisor in Sacramento: 25 businesses, each with contact information and a rating where one's on record. Ratings run as high as 5.0★ (held by Towerpoint Wealth), with an average of roughly 4.4★ across all listings. Everything below is current as of 9/30/2026; click through to any listing for a website, map link, or way to get in touch.
25 results · last updated 9/30/2026
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| Company | Address | Rating | Phone | Website | Social | |
|---|---|---|---|---|---|---|
Towerpoint WealthFinancial planner | +*9*6***9*40View in Leads Search | - | www.towerpointwealth.com/?utm_source=gmb | - | ||
Dominick Anton Financial Advisor at Twin Rivers Wealth ManagementFinancial planner | +***86*7**54View in Leads Search | - | www.dominickantoncfp.com/ | |||
Encompass Wealth AdvisersInsurance agency | +*9*6*779*39View in Leads Search | - | www.encompassadvisers.com/ | |||
Golden Wealth Capital LLCFinancial advisor | +*9*67***783View in Leads Search | pa**@g******************.comView in Leads Search | goldenwealthcapital.com/ | - | ||
Herrera May Wealth ManagementFinancial planner | +*9*6***8749View in Leads Search | th********@a***********.comView in Leads Search | herreramay.com/ | |||
Josh Albert, CFP®Financial planner | +*9*66*86*38View in Leads Search | jo*********@n**.comView in Leads Search | www.northwesternmutual.com/financial/advisor/josh-albert/ | |||
SR Sterling Retirement Group of Sacramento | - | - | - | - | ||
Twin Rivers Wealth ManagementFinancial planner | +*9*6*****80View in Leads Search | in**@t********.comView in Leads Search | www.tr-wealth.com/ | |||
Allison Wealth ManagementFinancial planner | +*9*6**7**63View in Leads Search | ri*************@o**********.comView in Leads Search | allisonwealthmanagement.com/ | |||
Genovese Burford & BrothersFinancial planner | +*9*69**7*27View in Leads Search | - | www.gbbwealth.com/ | - | ||
WF Wells Fargo Advisors | +*9*6*8**700View in Leads Search | - | - | - | ||
Navion Financial AdvisorsFinancial planner | +*****977*41View in Leads Search | - | www.nfadvisors.com/ | - | ||
Legacy Wealth ManagementFinancial planner | +*9*6*6*8*00View in Leads Search | - | www.rjlegacywealth.com/ | |||
Merrill Investment & Retirement Financial Center | +*9*67****42View in Leads Search | - | locations.merrilledge.com/ca/sacramento/financial-advisor-sacramento-ca-8138.html | - | ||
Allworth FinancialFinancial planner | +*9*66*9**16View in Leads Search | - | allworthfinancial.com/find-a-location/sacramento | |||
North Star Financial PartnersFinancial planner | +*9*67797*80View in Leads Search | - | www.northstarfinancialpartners.com/ | - | ||
Edward Jones - Financial Advisor: Lesa JohnsonFinancial Advisor | +*9*6**9**80View in Leads Search | le*******************@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/lesa-franklin-johnson?y_source=1_OTY1NDgxLTcxNS1sb2NhdGlvbi53ZWJzaXRl | |||
Fidelity InvestmentsInvestment service | +*8**6****41View in Leads Search | - | www.fidelity.com/branches/investor-center-sacramento-california-95825?ccsource=local_search | - | ||
Morgan Stanley Financial AdvisorsFinancial Advisor | +*9*6***8*41View in Leads Search | - | advisor.morganstanley.com/sacramento-market?y_source=1_MjM2MTk1Ny03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D | - | ||
Merrill Lynch Wealth ManagementInvestment service | +*9*66*86*00View in Leads Search | - | advisor.ml.com/sites/ca/sacramento-ca | - | ||
Larry Pearl - Financial Advisor, Ameriprise Financial Services, LLCFinancial planner | +*9*67*8*800View in Leads Search | lp****@a***.comView in Leads Search | www.ameripriseadvisors.com/larry.1.pearl/?cid=IP_local_google | |||
Financial Network Wealth AdvisorsFinancial advisor | - | +*9*66****00View in Leads Search | co*****@m*****.netView in Leads Search | www.myfnwa.net/ | ||
The Sacramento Wealth Management Group - Morgan StanleyFinancial Advisor | - | +*9*6*67**22View in Leads Search | - | advisor.morganstanley.com/the-sacramento-wealth-management-group?y_source=1_NTM2NzM4NjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | |
The Strawn Wealth Consulting Group - UBS Financial Services Inc.Financial Advisor | - | +*9*66*87*64View in Leads Search | jo***********@u**.comView in Leads Search | advisors.ubs.com/strawngroup/?utm_source=synup&utm_medium=en&utm_campaign=156888 | ||
Boyd Wealth ManagementFinancial planner | - | +*9*6*67**32View in Leads Search | in**@b**********.comView in Leads Search | boyd-wealth.com/ |
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