Top 9 advisors in Roseville
We’ve curated a list of the best financial advisors in Roseville, take a look at it below
Find an advisor in Roseville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $981,914,531 | 12 advisors | ||
| 2 | $441,354,739 | 27 advisors | ||
| 3 | $238,000,000 | 2 advisors | ||
| 4 | $195,378,326 | 7 advisors | ||
| 5 | $181,587,733 | 4 advisors | ||
| 6 | $141,798,255 | 4 advisors | ||
| 7 | $110,780,327 | 2 advisors | ||
| 8 | $88,391,220 | 1 advisors | ||
| 9 | $59,001,338 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Roseville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Roseville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Capital Planning Advisors LLC
Assets under management
$981,914,531
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Protection Point Advisors
Assets under management
$441,354,739
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISERS FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Empyrion Wealth Management, Inc.
Assets under management
$238,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. We Alliance Wealth Advisors, Inc.
Assets under management
$195,378,326
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Staines Financial, LLC
Assets under management
$181,587,733
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
6. Pinnacle Wealth Management, LLC
Assets under management
$141,798,255
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Bulman Wealth Group
Assets under management
$110,780,327
Fee structure
A percentage of assets under your management
Fixed fees
CO-ADVISOR FEES AND REFERRAL FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. Fc360 Wealth Management, Inc.
Assets under management
$88,391,220
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Peak Investment Solutions, LLC
Assets under management
$59,001,338
Fee structure
A percentage of assets under your management
ASSETS UNDER ADVISEMENT
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
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