Find Top Financial Advisors in Roseville, California

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.

Finding the Top Financial Advisor in Roseville, California

Last Updated - 29-May-2023

Roseville has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below 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 vetted financial advisors in Roseville , California mentioned below does 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
3017 Douglas Blvd,
Ste 100,
Roseville, CA 95661
10 Years Not Specified $250,000 Fee-Only
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

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Information on Qualified Financial Advisors in Roseville, California

Qualifications CRD# 6952754
Firm CRD# 143665
Series 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 3017 Douglas Blvd,
Ste 100,
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.

About HBW Advisory Services

HBW Advisory Services

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,
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

About Allworth Financial

Allworth Financial

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

Customer Reviews

Top Financial Advisor Firms in Roseville, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
1420 Rocky Ridge Drive, #140, Roseville, CA 95661
11 962 $1,180,915,865
A percentage of AUM, Hourly charges, Fixed fees
1075 Creekside Ridge Drive, Suite 160, Roseville, CA 95678
26 1136 $471,901,381
A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)
3007 Douglas Boulevard, Suite 150, Roseville, CA 95661-4236
9 1449 $374,010,519
A percentage of AUM, Hourly charges, Fixed fees
3741 Douglas Blvd, Ste 130, Roseville, CA 95661
3 87 $246,000,000
A percentage of AUM, Hourly charges, Fixed fees
341 Lincoln Street, Roseville, CA 95661
3 361 $228,048,851
A percentage of AUM, Hourly charges, Fixed fees
1420 Rocky Ridge Drive, Suite 250, Roseville, CA 95661
4 347 $184,410,000
A percentage of AUM
3001 Douglas Blvd, Ste. 142, Roseville, CA 95661
7 846 $173,609,802
A percentage of AUM, Hourly charges, Fixed fees
2271 Lava Ridge Court, Suite 200, Roseville, CA 95661
4 700 $159,202,231
A percentage of AUM, Hourly charges, Fixed fees
1508 Eureka Road, Suite 145, Roseville, CA 95661
1 285 $120,176,814
A percentage of AUM
3400 Douglas Blvd., Suite 150, Roseville, CA 95661
2 499 $108,200,000
A percentage of AUM, Fixed fees, Other (CO-ADVISOR FEES)
915 Highland Point Drive, Ste. 250, Roseville, CA 95678
2 326 $104,743,924
A percentage of AUM

    List of Additional Advisors in Roseville, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    1227 Pleasant Grove Boulevard, Suite 200, Roseville, CA  95678 916-297-6394
    1420 Rocky Ridge Dr, Ste 200, Roseville, CA  95661 916-789-9393
    1478 Stone Point Dr, Suite 500, Roseville, CA  95661 916-797-7731
    1478 Stone Point Dr, Suite 500, Roseville, CA  95661 916-788-9410
    1478 Stone Point Dr, Suite 500, Roseville, CA  95661 916-797-7754
    2360 Professional Drive, Suite 200, Roseville, CA  95661 916-788-1812
    3741 Douglas Blvd, Ste 290, Roseville, CA  95661 916-677-1640
    1430 Blue Oaks Blvd, Ste 290, Roseville, CA  95747 916-580-2180
    1420 Rocky Ridge Dr, Ste 200, Roseville, CA  95661 916-380-3177
    1420 Rocky Ridge Dr, Ste 200, Roseville, CA  95661 916-787-5628

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?