Best Financial Planners in Sacramento, California
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Sacramento
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-13 of 13 Financial Planners listings in Sacramento, CA · page 1 of 1
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 545-2585
- dominickantoncfp.com
Dominick Anton Financial Advisor at Twin Rivers Wealth Management of Sacramento: Dominick Anton Financial Advisor at Twin Rivers Wealth Management is a financial planner in Sacramento, CA. Dominick Anton, a Certified Financial Planner and Wealth Advisor, specializes in providing wealth management services that go beyond investments to...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 924-7527
- gbbwealth.com
Genovese Burford & Brothers of Sacramento: Genovese Burford & Brothers is a financial planner in Sacramento, CA. The firm provides wealth management services to high-net-worth individuals, families, and business owners, while also offering investment advisory services to fiduciaries of corporate...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 587-5100
- soesbefinancial.com
Soesbe Financial is a financial planner in Sacramento, CA, located at 5290 Elvas Ave. The firm operates as a fiduciary, fee-only Registered Investment Advisor and Certified Financial Planner firm, offering video meetings to clients across the country. They...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 758-8998
- ameripriseadvisors.com
David E Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is a financial planner in Sacramento, CA. Serving the Sacramento area, David specializes in providing personalized financial advice to help clients achieve their goals. His services...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 999-4854
- slalomwealth.com
Slalom Wealth Management is a financial planner in Sacramento, CA. The firm provides services to help clients optimize income, reduce taxes, and invest prudently, serving individuals and small business owners both locally and around the country. With a 5.00...
Score breakdown
- Financial Planner
- Sacramento, California
- (800) 678-6783
- local.ubs.com
UBS Financial Services Inc. of Sacramento is a financial planner in Sacramento, CA, located at 1610 Arden Way, Suite 200. The branch office provides wealth management services, focusing on developing long-term relationships through customized strategies and...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 414-0451
- usbank.com
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 273-4998
- gfsi.com
Government Financial Strategy is a financial planner in Sacramento, CA. Specializing in public finance consulting and financial advisory services, they have served over 300 public agencies since 1988. Their expertise includes fraud prevention, examination...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 545-2580
- tr-wealth.com
Twin Rivers Wealth Management of Sacramento: Twin Rivers Wealth Management is a financial planner in Sacramento, CA, located at 1783 Tribute Rd D. The firm provides financial planning and consultation services to clients in the surrounding area, offering wealth management, estate planning, tax services...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 779-7180
- northstarfinancialpartners.com
North Star Financial Partners of Sacramento: North Star Financial Partners is a financial planner in Sacramento, CA, serving individuals and families with personalized, holistic financial planning. The firm specializes in retirement planning, investment management, estate planning, risk management, and...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 648-6438
- northwesternmutual.com
Josh Albert, CFP® of Sacramento: Northwestern Mutual provides comprehensive financial planning, insurance, and investment services to help individuals and families achieve their financial goals. With a focus on personalized solutions and long-term financial security, they offer guidance...
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 732-4242
- merrill.com
Merrill Investment & Retirement Financial Center of Sacramento: Merrill can help you to create a personalized investing strategy to pursue your goals. Learn about the many ways to invest with Merrill and how to get started.
Score breakdown
- Financial Planner
- Sacramento, California
- (916) 921-9220
- lucasplanners.com
Lucas Group Financial Planners of Sacramento: Lucas Group Financial Planners is a team of Certified Financial Planner licensees and qualified planning staff providing fiduciary advice to help clients make the most of their money while pursuing their life goals.
What the Data Shows for Financial Planners in Sacramento
31% of the 13 financial planners we measured in Sacramento reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 69.
The average Google rating across 12 rated financial planners is 4.9, and the median listing has 2 reviews.
None of the 13 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
BizScoreAI compares 13 financial planners in Sacramento, California by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Sacramento ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Sacramento, California does BizScoreAI track?
13 financial planners in Sacramento currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 68.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 31% of measured financial planners in Sacramento score 50 or higher.
Is being listed free?
Yes. Every financial planner in Sacramento is listed and scored for free, and claiming a listing is free too.
