Rialytix insights

Top RIA Firms in Folsom, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Folsom, California. This hub covers 7 matching firms with $36.3B in total reported AUM and median AUM of $301.9M.

Firms

Matching current profiles

Total AUM

$36.3B

Reported regulatory AUM

Median AUM

$301.9M

Across firms with AUM

Largest firm

$33.6B

Allworth Financial, L.p.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Allworth Financial, L.p. CRD 111167 · Limited Partnership	FOLSOM, CA	$33.6B Mar 2026	+$14.2B+73.7%	+$19.8B+144.0%	+$24.9B+287.9%	+$32.8B+4126.3%	+150 employees+43.7% over 3Y	-2,779 accounts-3.6% over 3Y
2. Prudent Investor Advisors, LLC CRD 121922 · Limited Liability Company	FOLSOM, CA	$1.3B Mar 2026	+$148.6M+12.9%	+$222.2M+20.6%	+$455.1M+53.7%	+$986.9M+313.0%	-1 employees-20.0% over 3Y	+140 accounts+142.9% over 3Y
3. Planned Solutions, INC. CRD 105052 · Corporation	FOLSOM, CA	$671.0M Apr 2026	+$131.0M+24.3%	+$272.5M+68.4%	+$330.2M+96.9%	+$528.2M+369.9%	+1 employees+10.0% over 3Y	+380 accounts+20.0% over 3Y
4. Lake Tahoe Wealth Management, INC. CRD 166173 · Corporation	FOLSOM, CA	$301.9M Feb 2026	+$110.3M+57.6%	+$111.3M+58.4%	+$147.8M+95.9%	+$187.1M+162.9%	0 employees+0.0% over 3Y	+254 accounts+33.8% over 3Y
5. Gasber Financial Advisors, INC CRD 157329 · Corporation	FOLSOM, CA	$177.7M Feb 2026	+$17.9M+11.2%	+$26.0M+17.1%	+$60.2M+51.2%	+$85.7M+93.1%	0 employees+0.0% over 3Y	+188 accounts+132.4% over 3Y
6. Fairchild Financial Advisors, INC. CRD 165434 · Corporation	FOLSOM, CA	$127.3M Mar 2026	+$12.5M+10.8%	+$9.4M+8.0%	—	+$20.3M+18.9%	+1 employees+50.0% over 3Y	-15 accounts-2.9% over 3Y
7. Dachtler Wealth Advisors, LLC CRD 335863 · Limited Liability Company	FOLSOM, CA	$120.4M Mar 2026	—	—	—	—	+3 employees+300.0% over Total	—

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.