Strategic Wealth Advisors Group

Strategic Wealth Advisors Group (CRD# 283824) is a financial advisory firm headquartered in Sacramento, CA. They manage $6,616,498,087 in 24,579 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,616
    MILLION
  • Total Number of Accounts
    24,579
    ACCOUNTS
  • Average Account Value
    $269,193
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, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Strategic Wealth Advisors Group
Showing 1 - 10 of 127 top financial advisors.
1
Frank X. Aceves
CRD#: 2672495
2890 N. Main Street, Suite 306, Walnut Creek, CA 94597

Frank Aceves (CRD# 2672495) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Walnut Creek, CA and has over 26 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.

2
Susan L. Alavanja
CRD#: 4609943
2431 E 61st Street, Suite 305, Tulsa, OK 74136

Susan Alavanja (CRD# 4609943) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Tulsa, OK and has over 18 years of experience in the finance industry.

3
Derrick S. Andrews
CRD#: 1852661
200 Auburn Folsom Road, Suite 200, Auburn, CA 95603

Derrick Andrews (CRD# 1852661) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Auburn, CA and has over 28 years of experience in the finance industry. Derrick Andrews 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
Stuart B. Arakelian
CRD#: 1430141
12647 Alcosta Blvd.,, Suite 165, San Ramon, CA 94583

Stuart Arakelian (CRD# 1430141) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in San Ramon, CA and has over 22 years of experience in the finance industry.

5
William P. Baker
CRD#: 2842456
1350 Treat Blvd., Suite 390, Walnut Creek, CA 94597

William Baker (CRD# 2842456) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Walnut Creek, CA and has over 25 years of experience in the finance industry.

6
Clarence Barney
CRD#: 1993358
1801 N. Kickapoo Street, Lincoln, IL 62656

Clarence Barney (CRD# 1993358) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Lincoln, IL and has over 30 years of experience in the finance industry.

7
Daniel R. Barney
CRD#: 5415604
1801 N. Kickapoo Street, Lincoln, IL 62656

Daniel Barney (CRD# 5415604) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Lincoln, IL and has over 14 years of experience in the finance industry.

8
Adeline J. Bellot
CRD#: 6464583
525 University Avenue, Suite 200, Palo Alto, CA 94303

Adeline Bellot (CRD# 6464583) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Palo Alto, CA and has over 4 years of experience in the finance industry.

9
Nestor G. Belmonte
CRD#: 3159337
39899 Balentine Drive, Suite 200, Newark, CA 94560

Nestor Belmonte (CRD# 3159337) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Newark, CA and has over 22 years of experience in the finance industry.

10
Patrick G. Bennett
CRD#: 2790207
59 N Santa Cruz Ave, Suite V, Los Gatos, CA 95030

Patrick Bennett (CRD# 2790207) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Los Gatos, CA and has over 25 years of experience in the finance industry.

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