There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Roseville
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
102
non-vetted advisors in your local area. These financial advisors in
Roseville, California
have an average of
10
years of experience.
NOTE: The list of financial
advisors in
Roseville, California
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Roseville, California.
Qualified Financial Advisors in Roseville, California | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Brian Malkinson
HBW ADVISORY SERVICES 3017 Douglas Blvd, Ste 100, Roseville, CA 95661 |
10 | Not Specified | $250,000 | Fee-Only |
Allworth Financial
ChFC®, CFS® ALLWORTH FINANCIAL 3017 Douglas Blvd, Roseville, CA 95661 8775 Folsom Blvd Suite 100, Sacramento, CA 95826 8775 Folsom Blvd Suite 100, Sacramento, CA 95826 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
3017 Douglas Blvd,
Ste 100,
Roseville,
CA
95661
Phone Number
916-509-3231
Brian's devotion to helping people is what has driven him throughout his career. A career with more than a decade of experience in financial advisement, planning, and management. It is his diversified experience that has shaped Brian's approach to wealth management, asset management, and retirement planning. This knowledge along with his commitment to understanding every client's needs ensures a unique experience for both clients and businesses looking to plan for their future. The advisor to client relationship is extremely important for Brian's business as he believes investment decisions should be driven by more than just risk tolerance or suitability but by a sound financial plan that is specific to each client's goals and values. Outside of his career as a financial advisor with HBW, Brian has owned multiple businesses as both a sole proprietor and corporate executive. As a former educator, Brian has taught at multiple universities and developed certification programs for multiple organizations. A father of four children, Brian understands the importance of planning for the future and protecting what matters most.
HBW has been a family-owned business since its founding in 1991. The financial world has changed a lot since then. But since our first day we have tried to treat every client as part of the family. That has not changed. HBW's most basic belief and guiding principle is in providing our advisors and clients the tools they need to stay the course, to stick to their financial plans, to seek control of the factors that form the basis of all other investment success: saving, asset protection through insurance, and tax planning. We also believe our clients relationship with their advisor is among their most important assets when times are challenging. Quite simply, we believe advice from most independent financial advisors will be better than advice from anywhere else. Our view is that products are products. Real solutions are based on values and goals, not hypothetical investment returns, fear-based sales tactics or big company guarantees crippled by the fine print. Why deal with some firm's inherent conflict of interest if you do not have to? We are committed to people and families: committed to helping our clients fulfill hopes, accomplish goals, and realize dreams. HBW Advisory Services LLC, is a Registered Investment Advisory Services Company entrusted with over $1 billion in client assets under management.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
3017 Douglas Blvd,
Roseville,
CA
95661
Phone Number
888-242-6766
Office Location
8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number
888-242-6766
Office Location
8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number
888-242-6766
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Roseville, California (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
CAPITAL PLANNING ADVISORS LLC
1420 Rocky Ridge Drive , #140, Roseville, CA 95661 |
$1,180,915,865 | 962 |
A percentage of AUM Hourly charges Fixed fees |
PROTECTION POINT ADVISORS
1075 Creekside Ridge Drive , Suite 160, Roseville, CA 95678 |
$471,901,381 | 1136 |
A percentage of AUM Hourly charges Fixed fees Other (SELECTION OF OTHER ADVISERS FEES) |
PARKSHORE WEALTH MANAGEMENT
3007 Douglas Boulevard , Suite 150, Roseville, CA 95661-4236 |
$374,010,519 | 1449 |
A percentage of AUM Hourly charges Fixed fees |
EMPYRION WEALTH MANAGEMENT, INC.
3741 Douglas Blvd , Ste 130, Roseville, CA 95661 |
$246,000,000 | 87 |
A percentage of AUM Hourly charges Fixed fees |
UP CAPITAL MANAGEMENT, INC.
341 Lincoln Street, Roseville, CA 95661 |
$228,048,851 | 361 |
A percentage of AUM Hourly charges Fixed fees |
STAINES FINANCIAL, LLC
1420 Rocky Ridge Drive , Suite 250, Roseville, CA 95661 |
$184,410,000 | 347 |
A percentage of AUM |
WE ALLIANCE WEALTH ADVISORS, INC.
3001 Douglas Blvd , Ste. 142, Roseville, CA 95661 |
$173,609,802 | 846 |
A percentage of AUM Hourly charges Fixed fees |
PINNACLE WEALTH MANAGEMENT, LLC
2271 Lava Ridge Court , Suite 200, Roseville, CA 95661 |
$159,202,231 | 700 |
A percentage of AUM Hourly charges Fixed fees |
FC360 WEALTH MANAGEMENT, INC.
1508 Eureka Road , Suite 145, Roseville, CA 95661 |
$120,176,814 | 285 |
A percentage of AUM |
BULMAN WEALTH GROUP
3400 Douglas Blvd. , Suite 150, Roseville, CA 95661 |
$108,200,000 | 499 |
A percentage of AUM Fixed fees Other (CO-ADVISOR FEES) |
DIMENSIONS WEALTH MANAGEMENT, LLC
915 Highland Point Drive, Ste. 250, Roseville, CA 95678 |
$104,743,924 | 326 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
401K Engineers Inquire with 401K |
1227 Pleasant Grove Boulevard, Suite 200, Roseville, CA 95678 | 916-297-6394 |
Barber Kenes Retirement Solutions Inquire with Barber |
1420 Rocky Ridge Dr, Ste 200, Roseville, CA 95661 | 916-789-9393 |
Allen Feest Kjellberg Wealth Management Group Inquire with Allen |
1478 Stone Point Dr, Suite 500, Roseville, CA 95661 | 916-797-7731 |
Brandon Montalvo Inquire with Brandon |
1478 Stone Point Dr, Suite 500, Roseville, CA 95661 | 916-788-9410 |
Brian D Neunzig Inquire with Brian |
1478 Stone Point Dr, Suite 500, Roseville, CA 95661 | 916-797-7754 |
Blueprint Financial Inquire with Blueprint |
2360 Professional Drive, Suite 200, Roseville, CA 95661 | 916-788-1812 |
Bret Glover Inquire with Bret |
3741 Douglas Blvd, Ste 290, Roseville, CA 95661 | 916-677-1640 |
Aaron P Karr Inquire with Aaron |
1430 Blue Oaks Blvd, Ste 290, Roseville, CA 95747 | 916-580-2180 |
Bradley Fagliano Inquire with Bradley |
1420 Rocky Ridge Dr, Ste 200, Roseville, CA 95661 | 916-380-3177 |
Benjamin Hester Inquire with Benjamin |
1420 Rocky Ridge Dr, Ste 200, Roseville, CA 95661 | 916-787-5628 |
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