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!
We understand your financial needs are not always the same! Choosing the right financial advisor in Roseville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Roseville & pick the one as per your needs
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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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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