Falists

California · 33 advisers

Financial Advisors in Roseville, California

Looking for a financial advisor in Roseville, California? Falists indexes 33 SEC-registered and state-registered investment advisers in Roseville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 24 firms list a website you can visit directly. Firms in this directory manage up to $1.50B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

33

With website

24

Largest AUM

$1.50B

Financial planning

19

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth25Planning19Trusts20Retirement8Institutional9

Top advisors in Roseville

Ranked by AUM · Fees, team & specialties at a glance

View all 33 →
View all 33 advisors in Roseville

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Roseville, California?
33 registered investment advisers are listed in our Roseville directory, sourced from public SEC filings.
What types of advisors are in Roseville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Roseville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.