Kent Elliott is a Managing Director and Financial Advisor with The Elliott & Pistone Group, a private wealth management team managing over half a billion in client assets (as of 12/31/25). Kent develops financial plans for a select group of wealthy individuals around the country and manages a dynamic investment process designed to help these plans succeed. He also collaborates with a network of specialists in various financial disciplines—from banking, lending and trusts to high-level financial planning, insurance needs, and advanced estate planning. His seasoned knowledge of asset allocation models and strong partnerships with top institutional money management companies worldwide has helped solidify Kent’s reputation as a trusted Financial Advisor since the onset of his career in 1991.
Kent is currently a member of Baird’s Chairman’s Club, recognizing him among the top 5% of Baird’s Financial Advisors companywide. Prior to Kent’s career with Baird, he served as Senior Vice President for Wells Fargo and Managing Director with Wachovia Securities. He achieved the highest level of recognition at both firms as a member of their Concord Elite and Premier Advisors programs, respectively.
From 2019 to 2024, Kent has been recognized annually in the state of California as a Forbes Best-In-State Wealth Advisor.¹ In 2025 & 2026, Kent and his team were recognized as Forbes Best-In-State Wealth Managment Teams. This list of prestigious financial advisors and Teams is derived from firms from across the country and compiled by SHOOK Research. He has also been recognized as a Sacramento FIVE STAR Wealth Manager in The Sacramento Bee for the past 15 years – the list ranks the top advisors in local markets.² Kent regularly updates his advanced credentials and in 2022 he completed required coursework through Yale University School of Management and passed a 4 hour rigorous examination to obtain his Certified Private Wealth Advisor (CPWA®) designation.
A Sacramento-area resident since 1969, Kent graduated on the dean’s list with a bachelor’s degree in business finance from California State University, Sacramento.
In his youth, Kent was a nationally ranked extreme athlete in the now-Olympic sport of BMX (Bicycle Motocross). In his free time, Kent enjoys fishing, golfing and remains involved in the sport of BMX; however, his most prized time away from the office is spent with his wife, Diane, and their three sons, Jacob, Nickolas, and Jackson.
CA Insurance 0A93009
This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 12/03/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1329 Sacramento-area wealth managers were considered for the award; 82 (6 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 1,288, 39, 3%, 2/2/25, 5/15/24 - 11/29/24; 2024: 1,163, 110, 9%, 2/1/24, 5/15/23 - 11/30/23; 2023: 946, 107, 11%, 2/1/23, 6/6/22 - 12/9/22; 2022: 1,082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1,080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1,006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1,011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1,040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.
Investment Management Consultants Association is the owner of the certification mark “CIMC®” and the service marks “Certified Investment Management ConsultantSMSM,” “Investment Management Consultants AssociationSM” and “IMCA®.” Use of CIMC® or Certified Investment Management ConsultantSMSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
2024 Forbes “Best-In-State Wealth Advisors”. Published 4/3/24. Rankings based on data as of 6/30/23.
2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.
2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.