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
Tracie Lynn Baiz
Registered Affiliation(s):OSAIC WEALTH, INC.
Courtney Elizabeth Mcharg
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Anthony Corbella
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John-paul Kaleokalani Kauinana
Registered Affiliation(s):LPL FINANCIAL LLC
Dominic D Leber
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Judith Beverly Dickson
Registered Affiliation(s):MORGAN STANLEY
Kelley F Grimes
Registered Affiliation(s):MORGAN STANLEY
Romer Jerrold Blanquera
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marites Jane Avila
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Matt Allen Erickson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
David Alexander Thomas
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Thomas Nadeau
Registered Affiliation(s):KINGSWOOD WEALTH ADVISORS, LLC
Andrea M Orlando-skewis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel Jay Weiler
Registered Affiliation(s):RIVERPATH INVESTMENTS LLC
Thomas Russell Croxton
Registered Affiliation(s):STRATEGIC WEALTH ADVISORS GROUP
Frederick Gerard Ferrara
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Terry Dean Wheeler
Registered Affiliation(s):WE ALLIANCE WEALTH ADVISORS, INC.
Tamela Latrease Robinson
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Wendy Ann Mctavish
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
George James Salidas
Registered Affiliation(s):MORGAN STANLEY
Cono T Spinelli
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scott Thomas Andersen
Registered Affiliation(s):WEDBUSH SECURITIES INC.
Bret Houston Mcintosh
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Annemarie Frost
Registered Affiliation(s):LPL FINANCIAL LLC
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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