Financial Advisors · Sacramento, CA/Updated June 13, 2026
The 9 Best Financial Advisors in Sacramento, CA
Find the best financial advisor for your needs in Sacramento with our detailed rankings and insights on local providers.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent9 companies evaluated
cover story
★ Editor's ChoiceTowerpoint Wealth
96Score
Latest update · June 13, 2026: Initial ranking published. 9 Sacramento-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
Choosing the right financial advisor can shape your financial future, especially in a city like Sacramento where the market is still developing. With only 296 reviews across nine providers, trust is still forming, making it essential to choose wisely.
Leading the pack is Towerpoint Wealth, boasting a perfect 5-star rating from 101 reviews. In contrast, most competitors hover around 4.9 stars or lower, indicating a significant gap in experience and client satisfaction. This ranking reflects our thorough evaluation of local advisors based on their ratings and review counts.
9financial advisors evaluated in Sacramento
4.99average rating across the field
296customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a perfect rating of 5 stars based on 101 reviews, Towerpoint Wealth is highly praised for its personalized service and in-depth financial planning.
We evaluated nine financial advisors in Sacramento, focusing on their Vetted Scores, client reviews, and overall reputation within the community. No one pays for placement in our rankings, ensuring an unbiased assessment based solely on quality and client feedback.
Our list is refreshed monthly, reflecting the latest ratings and reviews to provide you with the most accurate and current information. This approach helps you make informed decisions based on real experiences from local clients.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 stars based on 101 reviews, Towerpoint Wealth is highly praised for its personalized service and in-depth financial planning. Clients appreciate the team's expertise in retirement planning and investment management. However, the firm may not cater to those looking for low-cost options, as their services can be premium-priced.
Pros
Personalized financial strategies
Strong expertise in retirement planning
Highly rated customer service
Cons
Premium pricing
Limited low-cost options
Best forIndividuals seeking personalized financial advice and retirement planning
Allworth Financial holds a strong rating of 4.9 stars from 126 reviews. Clients commend the firm's transparency and value for money, especially in retirement and investment planning. While they offer great resources, some clients feel their services might not be as personalized compared to smaller firms. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is clients looking for value in retirement and investment planning. It serves Sacramento, CA, with $100 to $250 per hour pricing, and the honest trade-offs are less personalized service and larger client base may lead to less individual attention.
Pros
Transparency in pricing
Value for money
Rich educational resources
Cons
Less personalized service
Larger client base may lead to less individual attention
Best forClients looking for value in retirement and investment planning
Dominick Anton at Twin Rivers Wealth Management has a perfect 5-star rating from 47 reviews. Clients appreciate his attentive and personalized approach to financial advising. He excels in retirement and estate planning. However, the limited review count might make some potential clients hesitant. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is clients seeking personalized estate and retirement planning. It serves Sacramento, CA, with $150 to $300 per hour pricing, and the honest trade-offs are limited review base and may not have resources of larger firms.
Pros
Highly personalized service
Strong expertise in estate planning
Responsive communication
Cons
Limited review base
May not have resources of larger firms
Best forClients seeking personalized estate and retirement planning
Josh Albert, CFP® has a solid rating of 5 stars from 12 reviews. Clients appreciate his approachable demeanor and thorough financial assessments. He is particularly skilled at working with younger clients. However, his limited experience may not appeal to those with complex financial needs. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is younger clients starting their financial journey. It serves Sacramento, CA, with $100 to $200 per hour pricing, and the honest trade-offs are limited experience and fewer resources for complex needs.
Pros
Approachable and friendly
Good for younger clients
Thorough assessments
Cons
Limited experience
Fewer resources for complex needs
Best forYounger clients starting their financial journey
Twin Rivers Wealth Management holds a 5-star rating from 5 reviews. Clients praise their holistic approach and attention to detail. They are particularly good for families looking for comprehensive financial planning. The low number of reviews, however, makes their reliability less certain. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is families seeking comprehensive financial planning. It serves Sacramento, CA, with $150 to $250 per hour pricing, and the honest trade-offs are thin review base and limited visibility.
Pros
Holistic financial approach
Attention to detail
Good for families
Cons
Thin review base
Limited visibility
Best forFamilies seeking comprehensive financial planning
Holmes Financial has a perfect rating of 5 stars from 2 reviews. Clients appreciate the straightforward advice and friendly service. While promising, the very limited number of reviews makes it hard to gauge their overall performance and reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking straightforward financial advice. It serves Sacramento, CA, with $100 to $200 per hour pricing, and the honest trade-offs are very limited reviews and unproven track record.
Pros
Straightforward advice
Friendly service
Cons
Very limited reviews
Unproven track record
Best forClients seeking straightforward financial advice
Edelman Financial Engines holds a perfect 5-star rating from a single review. The client praised their thorough planning services. However, with only one review, it's difficult to assess their consistency and client satisfaction over time. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for thorough financial planning. It serves Sacramento, CA, with $150 to $300 per hour pricing, and the honest trade-offs are single review and unproven reliability.
Pros
Thorough planning services
Cons
Single review
Unproven reliability
Best forClients looking for thorough financial planning
Navion Financial Advisors has a perfect 5-star rating from just one review. The feedback was positive about their attentive service. However, relying on a single review makes it difficult to evaluate their overall service quality and consistency. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking attentive financial advice. It serves Sacramento, CA, with $100 to $200 per hour pricing, and the honest trade-offs are single review and unproven track record.
Pros
Attentive service
Cons
Single review
Unproven track record
Best forClients seeking attentive financial advice
Legacy Wealth Management has a perfect 5-star rating from just one review. The client appreciated their personalized approach. Yet, the lack of additional reviews makes their reliability and service consistency unclear. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for personalized financial advice. It serves Sacramento, CA, with $100 to $200 per hour pricing, and the honest trade-offs are single review and unproven reliability.
Pros
Personalized approach
Cons
Single review
Unproven reliability
Best forClients looking for personalized financial advice
When selecting a financial advisor, consider these key factors to ensure you find the best fit for your financial goals.
Review Ratings
Look for advisors with high ratings and a substantial number of reviews. This indicates a proven track record and client satisfaction.
Specialization
Consider what services you need, such as retirement planning or investment management, and choose an advisor who specializes in those areas.
Communication Style
Find an advisor whose communication style matches your preferences. A good fit can make a significant difference in your financial planning experience.
What it costs
What financial advisors cost in Sacramento
Understanding the cost structure of financial advisors can help you budget for professional guidance. Here are typical pricing tiers in Sacramento:
Hourly RateExpect to pay between $150 to $400 per hour for advisory services, depending on the advisor's experience and expertise.
Flat FeesSome advisors charge flat fees ranging from $1,000 to $5,000 for specific services, like financial planning or investment management.
Assets Under Management (AUM)Many advisors charge a percentage of assets managed, usually between 0.5% to 1% annually, which can add up over time.
Retainer FeesRetainer fees can range from $2,000 to $10,000 annually, providing ongoing access to advisory services and support.
Frequently asked questions
How much does financial advising cost in Sacramento?
The cost for financial advising in Sacramento typically ranges from $150 to $400 per hour, depending on the advisor's experience and services offered.
What should I look for in a financial advisor?
Look for advisors with strong ratings and a solid number of reviews. This indicates trust and client satisfaction, which is vital in a thin market like Sacramento.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Sacramento residents: <strong>Towerpoint Wealth</strong>
Towerpoint Wealth leads the pack with a perfect 5-star rating from 101 reviews, proving its reliability and client satisfaction. Following closely is Allworth Financial with a strong 4.9 rating based on 126 reviews, showcasing their solid reputation as well. Lastly, Dominick Anton Financial Advisor at Twin Rivers Wealth Management also holds a 5-star rating, but with only 47 reviews, making it promising but less proven in comparison. Choose Towerpoint Wealth for the most assured service, while Allworth Financial is an excellent alternative for those seeking more options.
Cityvetted
