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: 138
Average Clients per Advisor: 19
AUM: $ 986M
SMART INVESTOR, LLC
CRD#: 116587
Address: 2130 Professional Drive Suite 190, Roseville, CA 95661
Clients: 428
Average Clients per Advisor: 23
AUM: $ 683M
PROTECTION POINT ADVISORS
CRD#: 291805
Address: 1075 Creekside Ridge Drive Suite 160, Roseville, CA 95678
Clients: 909
Average Clients per Advisor: 33
AUM: $ 465M
PARKSHORE WEALTH MANAGEMENT
CRD#: 148052
Address: 3007 Douglas Boulevard Suite 150, Roseville, CA 95661-4236
Clients: 415
Average Clients per Advisor: 83
AUM: $ 363M
EMPYRION WEALTH MANAGEMENT, INC.
CRD#: 105888
Address: 3741 Douglas Blvd Ste 130, Roseville, CA 95661
AUM: $ 238M
WE ALLIANCE WEALTH ADVISORS, INC.
CRD#: 175405
Address: 3001 Douglas Blvd Ste. 142, Roseville, CA 95661
Clients: 259
Average Clients per Advisor: 43
AUM: $ 197M
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
David B Agee
Registered Affiliation(s):EAGLE STRATEGIES LLC
Titus Daniel Garrett
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Nichol Jo Nadeau
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Joshua Abraham Minkstein
Registered Affiliation(s):LPL FINANCIAL LLC
Sita R Lalchandani
Registered Affiliation(s):CETERA ADVISORS LLC
Lurton Nathaniel Harrison
Registered Affiliation(s):LPL FINANCIAL LLC
Dal Jeff Youn
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Patrick Thomas Callahan
Registered Affiliation(s):OSAIC FS, INC.
Matthew James Hilliker
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Chris John Tryforos
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Cheri Li Yu
Registered Affiliation(s):LPL FINANCIAL LLC
Patrick John Mclaughlin
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Jonathan Lee Deeringer
Registered Affiliation(s):DEERINGER WEALTH MANAGEMENT, LLC
Dusty Hoetger
Registered Affiliation(s):BROWN ROBELLO CAPITAL MANAGEMENT, LLC
John Nordstrom
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Steven Mueller
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Forrest Randall Blair
Registered Affiliation(s):AMERICAN INVESTORS COMPANY
Mark Isaac Aizenberg
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John David Dunnettjr
Registered Affiliation(s):MORGAN STANLEY
Paul Alan Meyerhoff
Registered Affiliation(s):SYMPHONY FINANCIAL PLANNING LLC
Christopher-paul Romo
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Franklin Matthew Anselmi
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Matthew James Patterson
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Johnathan Michael Wilson
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, 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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