Investment advisers in Roseville, CA
11 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Bulman Wealth Group | $283.0 million | 15 | 0 |
| Sterling Retirement Group of Sacramento | $253.0 million | 4 | 0 |
| We Alliance Wealth Advisors, Inc. | $233.1 million | 8 | 0 |
| Pinnacle Wealth Management, LLC | $211.1 million | 5 | 0 |
| Hansen & Associates Financial Group Inc. | $202.4 million | 4 | 1 |
| Staines Financial, LLC | $168.7 million | 9 | 0 |
| Fc360 Wealth Management, Inc. | $158.2 million | 1 | 0 |
| Dimensions Wealth Management, LLC | $152.1 million | 2 | 0 |
| St. Clair Financial | $141.3 million | 2 | 0 |
| Dca Family Office, LLC | $119.9 million | 16 | 0 |
| Lynch Financial Advisors | $112.9 million | 3 | 0 |