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Fidelon
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Market Standing · 2026
The most transparent firms in Sacramento-Roseville-Folsom.
246 scored firmsTop 10 recognizedfidelon.com/markets/sacramento-roseville-folsom-ca
#1IA-only$12.4M93.5ARecognized · #1 Firm
2IA-only—92.2Arank within Top 10; below the 80 standard
3IA-only$114M92ARecognized · Top 10
4IA-only$82M91.3ARecognized · Top 10
5
O.V. Davi
CRD 111367
IA-only—91Arank within Top 10; below the 80 standard
6IA-only$12.8M91ARecognized · Top 10
7
360dividends
CRD 172101
IA-only—91Arank within Top 10; below the 80 standard
8IA-only—91Arank within Top 10; below the 80 standard
9IA-only—91Arank within Top 10; below the 80 standard
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only—91A—
12
Legacy Wealth
CRD 337405
IA-only—91A—
13IA-only$3M91A—
14IA-only$1.1M91A—
15IA-only—91A—
16IA-only—91A—
17IA-only—91A—
18IA-only—91A—
19
Flyway Advisors
CRD 328938
IA-only—90.9A—
20IA-only$56M90.5A—
21
Finmentum
CRD 339822
IA-only$2.8M90.5A—
22IA-only$51.2M90.4A—
23IA-only—90.4A—
24
Process Wealth
CRD 336802
IA-only$13.5M90.3A—
25IA-only$456M90.2A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.