Top Financial Advisors in Roseville, California
Finding the right financial advisor in Roseville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Roseville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Roseville, CA.
Find the Best Financial Advisor Firms in Roseville:
BULMAN WEALTH GROUP
CRD#: 313552
Address: 3300 Douglas Blvd. Suite 200, Roseville, CA 95661
Clients: 477
Average Clients per Advisor: 68
AUM: $ 283M
STERLING RETIREMENT GROUP OF SACRAMENTO
CRD#: 168397
Address: 300 Harding Blvd #115, Roseville, CA 95678
Clients: 438
Average Clients per Advisor: 109
AUM: $ 253M
WE ALLIANCE WEALTH ADVISORS, INC.
CRD#: 175405
Address: 3001 Douglas Blvd Ste. 142, Roseville, CA 95661
Clients: 235
Average Clients per Advisor: 78
AUM: $ 233M
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD#: 168363
Address: 2271 Lava Ridge Court Suite 200, Roseville, CA 95661
Clients: 475
Average Clients per Advisor: 158
AUM: $ 202M
FC360 WEALTH MANAGEMENT, INC.
CRD#: 171788
Address: 1508 Eureka Road Suite 145, Roseville, CA 95661
Clients: 272
Average Clients per Advisor: 272
AUM: $ 158M
DIMENSIONS WEALTH MANAGEMENT, LLC
CRD#: 298928
Address: 915 Highland Point Drive, Ste. 250, Roseville, CA 95678
Clients: 51
Average Clients per Advisor: 51
AUM: $ 152M
How We Chose the Top Financial Advisors in Roseville, California
To create this list of top financial advisor firms in Roseville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Roseville has to offer.
Search Financial Advisors in Roseville, California
Lucas Michael Giordano
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jesus Martinez Zepeda
Registered Affiliation(s):PFS INVESTMENTS INC.
Steven Edward Zeller
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Michael Edward Hardy
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Francis Marion Cockrell
Registered Affiliation(s):OSAIC WEALTH, INC.
Gail Liebergot Good
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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