Towerpoint Wealth is proud to announce that we have been ranked #11 on the Sacramento Business Journal’s 2024 List of the Largest Money Management Firms in the greater Sacramento region.
Each year, the Sacramento Business Journal researches and publishes its list of the region’s top registered investment advisers (RIAs), ranked by total assets under management (AUM). The 2024 list highlights 40 leading firms across Sacramento, Placer, Yolo, and El Dorado counties, who together manage more than $41 billion in assets, about 95% of which are discretionary.
Towerpoint Wealth: Independent. Fiduciary. Client-Focused.
With $470 million in assets under management and 1,389 discretionary accounts, Towerpoint continues to grow as one of the region’s most trusted independent wealth management firms. Our success reflects our ongoing commitment to providing coordination, clarity, consistency, and care in helping clients achieve financial independence and peace of mind.
“We’re honored to be recognized among Sacramento’s leading firms,” said Joseph Eschleman, CIMA®, President of Towerpoint Wealth. “Our growth is a direct reflection of the trust our clients place in us and the dedication of our entire team to doing what’s best for the clients we serve.”
More Than Numbers — It’s About Trust
While rankings like these underscore Towerpoint’s growth and stability, our mission has always been about more than AUM. As fiduciaries, we hold ourselves to the highest standard — always putting our clients’ best interests first and ensuring that every financial plan is customized, transparent, and built for longer-term success.
As we continue to expand our impact and serve our clients with integrity and purpose, we are grateful to our clients, colleagues, and community for being part of the Towerpoint story.
Ready to Learn More?
If you would like to remove the hassle of properly coordinating all of your financial affairs, or want to make sure your wealth is working as hard as you do — we’d love to talk.
We invite you to schedule a 20-minute “Ask Anything” conversation with one of our fiduciary advisors today.
About Towerpoint Wealth
Towerpoint Wealth is a fully independent, fiduciary wealth management firm headquartered in downtown Sacramento. We help successful individuals, families, and business owners remove the hassle of coordinating their financial affairs — so they can live happier lives and enjoy retirement with confidence.
Learn more at www.TowerpointWealth.com.
