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
Mario Rene Perez
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Charles Theodore Carrington
Registered Affiliation(s):PFS INVESTMENTS INC.
Cole Buxton
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Rick Ray Barton
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Gary William Henson
Registered Affiliation(s):NORTHBROOK FINANCIAL GROUP, LLC
Zachary Adam Vail
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Faller
Registered Affiliation(s):MORGAN STANLEY
Patrick Wright Barr
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Hong C Van
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Nicole Jana Davis
Registered Affiliation(s):EDWARD JONES
Matthew Edward Balecki
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
George Oliver Bacon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Michael Russell
Registered Affiliation(s):EDWARD JONES
Matthew Charles Natoli
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Aaron Jacob Diringer
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Daniel Kennedy Poppers
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Myles Miller Maxey
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Alissa Anne Kroeger
Registered Affiliation(s):COOPER MCMANUS
Jason S Crowell
Registered Affiliation(s):LPL FINANCIAL LLC
Tracy Lynn Gunter
Registered Affiliation(s):SMART INVESTOR, LLC
Anne Loeffler Larson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Rachelle Marie Miguel
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Waheeda Sherzai
Registered Affiliation(s):MORGAN STANLEY
Daniel Scott Blum
Registered Affiliation(s):MML INVESTORS SERVICES, 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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