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:
CAPITAL PLANNING ADVISORS LLC
CRD#: 170266
Address: 1420 Rocky Ridge Drive #140, Roseville, CA 95661
Clients: 161
Average Clients per Advisor: 20
AUM: $ 1.4B
PROTECTION POINT ADVISORS
CRD#: 291805
Address: 3200 Douglas Blvd Ste. 305, Roseville, CA 95661
Clients: 405
Average Clients per Advisor: 31
AUM: $ 578M
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD#: 168363
Address: 2271 Lava Ridge Court Suite 195, Roseville, CA 94661
Clients: 481
Average Clients per Advisor: 120
AUM: $ 230M
WE ALLIANCE WEALTH ADVISORS, INC.
CRD#: 175405
Address: 3001 Douglas Blvd Ste. 142, Roseville, CA 95661
Clients: 265
Average Clients per Advisor: 44
AUM: $ 207M
BULMAN WEALTH GROUP
CRD#: 313552
Address: 3400 Douglas Blvd. Suite 150, Roseville, CA 95661
Clients: 454
Average Clients per Advisor: 75
AUM: $ 201M
PINNACLE WEALTH MANAGEMENT, LLC
CRD#: 315578
Address: 2999 Douglas Blvd Suite 180, Roseville, CA 95661
Clients: 409
Average Clients per Advisor: 136
AUM: $ 182M
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
Daniel John Cairns
Registered Affiliation(s):D.A. DAVIDSON & CO.
John Dale Lane
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Michael Thomas Genovese
Registered Affiliation(s):CAPTRUST
Carolyn Clifford Mowlds
Registered Affiliation(s):MORGAN STANLEY
John Vincent Signorotti
Registered Affiliation(s):OSAIC WEALTH, INC.
Gregory Steven Porter
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
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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