Financial advisers in Roseville, CA

10 registered investment adviser firms in Roseville managing $1.9B in assets, based on public SEC Form ADV filings.

Bulman Wealth Group

Roseville, CA · Est. 2022

Local

Fee-based

AUM: $283M
Per adviser: $40M
Advisers: 7

No reported disclosures

Sterling Retirement Group Of Sacramento

Roseville, CA · Est. 2023

Local

Fee-based

AUM: $253M
Per adviser: $63M
Advisers: 4

No reported disclosures

We Alliance Wealth Advisors, INC.

Roseville, CA · Est. 2018

Local

Fee-based

AUM: $233M
Per adviser: $58M
Advisers: 4

No reported disclosures

Pinnacle Wealth Management, LLC

Roseville, CA · Est. 2021

Regional

Fee-based

AUM: $211M
Per adviser: $70M
Advisers: 3

No reported disclosures

Hansen & Associates Financial Group INC.

Roseville, CA · Est. 2021

Local

Fee-based

AUM: $202M
Per adviser: $67M
Advisers: 3

No reported disclosures

Staines Financial, LLC

Roseville, CA · Est. 2018

Regional

Fee-only

AUM: $169M
Per adviser: $56M
Advisers: 3

No reported disclosures

Fc360 Wealth Management, INC.

Roseville, CA · Est. 2021

Local

Fee-only

AUM: $158M
Per adviser: $158M
Advisers: 1

No reported disclosures

Dimensions Wealth Management, LLC

Roseville, CA · Est. 2022

Local

Fee-only

AUM: $152M
Per adviser: $152M
Advisers: 1

No reported disclosures

St. Clair Financial

Roseville, CA · Est. 2025

LocalInternational

Fee-based

AUM: $141M
Per adviser: $71M
Advisers: 2

No reported disclosures

Dca Family Office, LLC

Roseville, CA · Est. 2023

Local

Fee-based

AUM: $120M
Per adviser: $17M
Advisers: 7

No reported disclosures