Strategic Wealth Advisors Group

Strategic Wealth Advisors Group (CRD# 283824) is a financial advisory firm headquartered in Sacramento, CA. They manage $2,904,203,809 in 13,764 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,904
    MILLION
  • Total Number of Accounts
    13,764
    ACCOUNTS
  • Average Account Value
    $211,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MD, MI, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA

Financial Advisors at Strategic Wealth Advisors Group
Showing 1 - 10 of 98 top financial advisors.
1
Parrish T. Malson
CRD#: 1599886
3011 Victor Ave, Redding, CA 96002
101
Wealthminder
score

Parrish Malson (CRD# 1599886) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Redding, CA and has over 23 years of experience in the finance industry. Parrish Malson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronald A. Matsui
CRD#: 4377400
770 Menlo Avenue, Suite 200, Menlo Park, CA 94025
101
Wealthminder
score
Ronald Matsui (CRD# 4377400) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Menlo Park, CA and has over 15 years of experience in the finance industry. Ronald Matsui has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
3
Frank X. Aceves
CRD#: 2672495
2890 N. Main Street, Suite 306, Walnut Creek, CA 94597
96
Wealthminder
score

Frank Aceves (CRD# 2672495) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Walnut Creek, CA and has over 22 years of experience in the finance industry. Frank Aceves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Craig S. Brooks
CRD#: 4720712
59 North Santa Cruz Ave., Suite R, Los Gatos, CA 95030
96
Wealthminder
score

Craig Brooks (CRD# 4720712) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Los Gatos, CA and has over 14 years of experience in the finance industry. Craig Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John F. Campaigne
CRD#: 1575897
1504 Eureka Road, Suite210, Roseville, CA 95661
96
Wealthminder
score

John Campaigne (CRD# 1575897) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Roseville, CA and has over 22 years of experience in the finance industry. John Campaigne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Minh N. Dinh
CRD#: 4445934
550 Park Street, Suite 105, Alameda, CA 94501
96
Wealthminder
score

Minh Dinh (CRD# 4445934) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Alameda, CA and has over 16 years of experience in the finance industry. Minh Dinh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Eric F. Green
CRD#: 1562402
421 W. Riverside Avenue, Suite 1450, Spokane, WA 99201
96
Wealthminder
score

Eric Green (CRD# 1562402) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Spokane, WA and has over 15 years of experience in the finance industry. Eric Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Christopher M. Johnson
CRD#: 5584220
2000 Crow Canyon Place, Suite 435, San Ramon, CA 94583
96
Wealthminder
score

Christopher Johnson (CRD# 5584220) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in San Ramon, CA and has over 9 years of experience in the finance industry. Christopher Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kurt M. Le Fevre
CRD#: 2720670
Napa, CA
96
Wealthminder
score

Kurt Le Fevre (CRD# 2720670) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Napa, CA and has over 9 years of experience in the finance industry.

10
Jon M. Massey
CRD#: 1135340
391 N. Main Street, Suite 107, Corona, CA 92880
96
Wealthminder
score

Jon Massey (CRD# 1135340) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Corona, CA and has over 13 years of experience in the finance industry.

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