Rialytix insights

Top RIA Firms in Sacramento, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Sacramento, California. This hub covers 12 matching firms with $4.0B in total reported AUM and median AUM of $388.7M.

Firms

Matching current profiles

Total AUM

$4.0B

Reported regulatory AUM

Median AUM

$388.7M

Across firms with AUM

Largest firm

$633.7M

The Salvetti Group

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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. The Salvetti Group CRD 324974 · Limited Liability Company	SACRAMENTO, CA	$633.7M Feb 2026	+$146.5M+30.1%	—	—	—	0 employees+0.0% over 1Y	+81 accounts+4.4% over 1Y
2. Towerpoint Wealth, LLC CRD 288593 · Limited Liability Company	SACRAMENTO, CA	$561.3M Mar 2026	+$142.3M+34.0%	+$204.7M+57.4%	+$319.8M+132.4%	—	+1 employees+12.5% over 3Y	+222 accounts+17.7% over 3Y
3. Adams Ashby Financial Advisors CRD 149683 · Corporation	SACRAMENTO, CA	$479.8M Mar 2026	-$257.3M-34.9%	+$243.5M+103.0%	+$265.0M+123.3%	+$367.2M+326.1%	0 employees+0.0% over 3Y	-15 accounts-12.8% over 3Y
4. True Wave Wealth Planners CRD 130163 · Corporation	SACRAMENTO, CA	$456.5M Jan 2026	+$81.7M+21.8%	+$206.3M+82.4%	+$219.8M+92.9%	+$350.7M+331.6%	+1 employees+20.0% over 3Y	+658 accounts+83.7% over 3Y
5. Boyd Wealth Management, LLC CRD 293990 · Limited Liability Company	SACRAMENTO, CA	$409.8M Mar 2026	+$64.8M+18.8%	+$159.5M+63.7%	+$259.3M+172.3%	—	+2 employees+50.0% over 3Y	+109 accounts+28.3% over 3Y
6. Avisen Advisors, LLC CRD 113791 · Limited Liability Company	SACRAMENTO, CA	$389.0M Mar 2026	+$32.8M+9.2%	+$77.9M+25.0%	+$143.2M+58.3%	+$263.8M+210.7%	+1 employees+12.5% over 3Y	+56 accounts+14.7% over 3Y
7. Socotra Management, INC. CRD 328954 · Corporation	SACRAMENTO, CA	$388.5M Mar 2026	-$19.7M-4.8%	—	—	-$19.7M-4.8%	+1 employees+33.3% over 1Y	+1 accounts+25.0% over 1Y
8. Tate Private Wealth Advisers CRD 120938 · Corporation	SACRAMENTO, CA	$293.4M Apr 2026	+$4.9M+1.7%	+$60.1M+25.8%	+$21.0M+7.7%	+$155.2M+112.4%	-1 employees-20.0% over 3Y	-22 accounts-5.3% over 3Y
9. Decamilla Capital Management LLC CRD 108027 · Limited Liability Company	SACRAMENTO, CA	$162.9M Mar 2026	+$18.1M+12.5%	+$46.7M+40.2%	+$145.1M+815.1%	+$144.9M+804.9%	-1 employees-33.3% over 3Y	+61 accounts+25.3% over 3Y
10. Every Securities LLC CRD 333167 · Limited Liability Company	SACRAMENTO, CA	$122.7M Mar 2026	—	—	—	—	+2 employees+100.0% over 1Y	—
11. Rcm Robinson Capital Management LLC CRD 112814 · Limited Liability Company	SACRAMENTO, CA	$61.8M Mar 2026	-$46.5M-42.9%	-$41.3M-40.0%	-$39.0M-38.7%	-$52.9M-46.1%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
12. Strategic Advocates, LLC CRD 316858 · Limited Liability Company	SACRAMENTO, CA	$33.7M Apr 2026	-$400.1M-92.2%	-$233.2M-87.4%	—	—	-11 employees-78.6% over 3Y	-960 accounts-76.7% over 3Y

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.