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Find The Best Financial Advisors in Roseville, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Roseville, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Roseville, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Roseville, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Roseville, California have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Roseville, California

advisor-photo

Brian Malkinson

HBW Advisory Services

916-509-3231

Top Financial Advisor Firms in Roseville, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CAPITAL PLANNING ADVISORS LLC
1420 Rocky Ridge Drive, #140
Roseville, CA, 95661
170266 $985,670,168 996 A Percentage of AUM, Hourly charges, Fixed Fees
PROTECTION POINT ADVISORS
1075 Creekside Ridge Drive, Suite 160
Roseville, CA, 95678
291805 $464,772,728 1378 A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISERS FEES)
WE ALLIANCE WEALTH ADVISORS, INC.
3001 Douglas Blvd, Ste. 142
Roseville, CA, 95661
175405 $196,535,673 260 A Percentage of AUM, Hourly charges, Fixed Fees
UP CAPITAL MANAGEMENT, INC.
341 Lincoln Street,
Roseville, CA, 95661
164692 $188,986,315 329 A Percentage of AUM, Hourly charges, Fixed Fees
STAINES FINANCIAL, LLC
1420 Rocky Ridge Drive, Suite 250
Roseville, CA, 95661
299405 $181,587,733 340 A Percentage of AUM
PINNACLE WEALTH MANAGEMENT, LLC
2271 Lava Ridge Court, Suite 200
Roseville, CA, 95661
315578 $141,798,255 714 A Percentage of AUM, Hourly charges, Fixed Fees
DCA FAMILY OFFICE, LLC
3721 Douglas Blvd, Suite 350
Roseville, CA, 95661
322047 $138,324,201 1 A Percentage of AUM, Performance Based
STERLING RETIREMENT GROUP OF SACRAMENTO
300 Harding Blvd #115,
Roseville, CA, 95678
168397 $112,000,000 885 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REFERRAL FEES)
BULMAN WEALTH GROUP
3400 Douglas Blvd., Suite 150
Roseville, CA, 95661
313552 $110,780,327 925 A Percentage of AUM, Fixed Fees, Other (CO-ADVISOR FEES AND REFERRAL FEES)
FC360 WEALTH MANAGEMENT, INC.
1508 Eureka Road, Suite 145
Roseville, CA, 95661
171788 $100,353,333 297 A Percentage of AUM
DIMENSIONS WEALTH MANAGEMENT, LLC
915 Highland Point Drive, Ste. 250,
Roseville, CA, 95678
298928 $98,639,501 327 A Percentage of AUM

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