Personalized Advice For Portfolio Size of 100k And Above
FINRA/SEC Registered AdvisorsPersonalized Advice For Portfolio Size of 100k And Above
Find Top Financial Advisors in Roseville, California
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Roseville, California, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Roseville, California
Roseville has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Roseville, California have an average of 34 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 |
|---|---|---|---|---|
Edelman Financial Engines, LLC2901 Douglas BlvdRoseville, CA 95661 9245 Laguna Springs DriveElk Grove, CA 95758 2175 North California BoulevardWalnut Creek, CA 94596 | N/A | $0 | Not Specified | Fee-Only |
| N/A | $4,600,000 | Not Specified | Fee-Only | |
| N/A | $0 | $500,000 | Fee-Based |
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Information on Qualified Financial Advisors in Roseville, California
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.
The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.
Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.
The firm takes a comprehensive, education-first approach to wealth management, pairing financial education with meticulous planning and clear guidance so clients understand not only what to do, but why. Services span retirement planning, investment management, estate planning, tax strategy, and insurance, giving individuals and families a coordinated plan for every stage of life.
Longevity Wealth Management is built on the belief that lasting financial confidence comes from a long-term partnership. Mario and his team advocate for their clients' goals across every milestone, helping bridge the gap between where clients are today and where they want to be, and providing lifelong guidance that adapts as their needs evolve.
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Help me find and compare top vetted financial advisors in my area.
FINRA/SEC Registered AdvisorsHelp me find and compare top vetted financial advisors in my area.
FINRA/SEC Registered AdvisorsFrequently Asked Questions
What does a financial advisor do?
Is it worth paying for a financial advisor?
What is the difference between a financial planner and a financial advisor?
When should I hire a financial advisor?
How do I choose the right financial advisor?
