Company lists · Data refreshed September 2026

Top 21 Wealth management law firms based in Sacramento, United States

RevenueBase identified 37 wealth management law firms headquartered in Sacramento, United States as of September 2026 and tracks 140 professional contacts across them, including 68 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Sacramento has 37.

This list covers wealth management law firms headquartered in Sacramento, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
37Companies
140Contacts tracked
68Verified emails
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The 21 largest wealth management law firms based in Sacramento, United States

Ranked by team size
Top 21 of 37 wealth management law firms based in Sacramento, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management law firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 202611-5014 contacts →

Partial evidence

“Baron Family Law is a boutique team led by Certified Family Law Specialist Alexandra A.”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-1012 contacts →

Strong evidence

“Towerpoint Wealth, LLC represents a unique model in the wealth management industry-a boutique independent financial planning firm who has a *legal fiduciary* responsibility to…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“WHO WE ARE: We are a highly specialized California law firm with offices in Sacramento, Folsom, and Roseville.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceSacramento, CA, United StatesHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment…”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“At the Dahl Law Group, we are a relationship-based law firm.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“When you need trusted advisors who address real world needs with practical solutions, turn to HMS Law Group LLP.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

“We provide comprehensive financial planning in the context of a long-term partnership with you.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“At Boyd Wealth Management, our team strives to deliver true financial security through a collaborative and tailored approach.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Mission: Our priority is to offer, at all times, a service based on integrity, trust and transparency.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Trust and Estate administration with integrity, transparency, and excellence.”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“Financial Strategies of California is a firm that focuses on wealth management and was founded in 1989 in Sacramento, CA.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Do you need an affordable family law or estate planning attorney in Sacramento?”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Wealth Design Group is one of Sacramento's preeminent financial services firms.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Call the Cornerstone Estate Law Corporation toll free at 800-463-0194 to speak with a Sacramento estate planning lawyer.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Adams Ashby Financial Advisors is a Sacramento area fee-only Financial Planning Firm.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“We specialize in Estate Planning, Probate, Trust Administration, Trust/Probate Litigation, and Personal Injury Litigation.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Our firm specializes in estate planning, wills, trusts, and powers of attorney, probate, trust administration, and conservatorships.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“At Collins, Ritchie & Ervin, we use our experience in tax, family, estate planning, bankruptcy and commercial law to help our clients meet their personal goals.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceSacramento, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Your Lifetime Legal Adviser I provide estate and business planning legal services with a focus on developing lifetime relationships with clients who want the peace of mind of…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 37 wealth management law firms based in Sacramento, United States

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Wealth management law firms based in Sacramento, United States at a glance

As of Sep 29, 2026
48.6%Verified-email coverage
3.8Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
9
51-200
1

Email recency for this list is measured across the whole United States list rather than for Sacramento, so it is reported there. Company counts and contact totals on this page are exact for Sacramento, over 37 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management law firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Sacramento, United States whose own description of what they do matches “wealth management law firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management law firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among wealth management law firms, and records with no verified work email. Companies headquartered outside Sacramento are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 68 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management law firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management law firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management law firms are there based in Sacramento, United States?

RevenueBase identified 37 wealth management law firms headquartered in Sacramento, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Baron Family LAW, headquartered in Sacramento, tops this list with the largest team on record.

Which city in the United States has the most wealth management law firms?

New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Sacramento has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 68 verified decision-maker contacts tracked across these 37 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.