CAPITAL PLANNING ADVISORS LLC
Roseville, CA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-286-7650
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, ROSEVILLE
25 advisers found
BULMAN WEALTH GROUP
Roseville, CA
AUM
$283.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
916-458-8199
STERLING RETIREMENT GROUP OF SACRAMENTO
Roseville, CA
AUM
$253.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
916-724-1702
WE ALLIANCE WEALTH ADVISORS, INC.
Roseville, CA
AUM
$233.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
916-325-0130
PINNACLE WEALTH MANAGEMENT, LLC
Roseville, CA
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
916-772-0807
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
Roseville, CA
AUM
$202.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(916) 706-1234
STAINES FINANCIAL, LLC
Roseville, CA
AUM
$168.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; INTRODUCING PROGRAM FEE
916-663-6723
FC360 WEALTH MANAGEMENT, INC.
Roseville, CA
AUM
$158.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
916-379-7980
DIMENSIONS WEALTH MANAGEMENT, LLC
Roseville, CA
AUM
$152.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(916) 330 - 4108
ST. CLAIR FINANCIAL
Roseville, CA
AUM
$141.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(916) 780-1848
DCA FAMILY OFFICE, LLC
Roseville, CA
AUM
$119.9M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(279) 221-2144
THE SULLIVAN GROUP
Roseville, CA
AUM
$100.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
916-600-1562
PEAK INVESTMENT SOLUTIONS, LLC
Roseville, CA
AUM
$77.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
916-772-5022
BANGERTER FINANCIAL SERVICES, INC.
Roseville, CA
AUM
$68.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
916-965-1879
MEASURED FINANCIAL
Roseville, CA
AUM
$67.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
916-975-3700
ADVENT CAPITAL LLC
Roseville, CA
AUM
$66.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
916-384-8060
SISTO INVESTMENT ADVISORY, LLC
Roseville, CA
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 724-1693
TRIFLAME CAPITAL
Roseville, CA
AUM
$27.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-813-8300
SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT
Roseville, CA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
916-791-1572
PINEDO FINANCIAL SERVICES
Roseville, CA
AUM
$21.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(209) 579-9992
PROCESS WEALTH LLC
Roseville, CA
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
916-225-9153
DEAN BENNETT ADVISORY SERVICES INC.
Roseville, CA
AUM
$4.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
916-300-6658
Full profileNo website
Q4 STRATEGIC EQUITY ADVISORS INC.
Roseville, CA
AUM
$2.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISORS
916-784-2100
Full profileNo website
FIDUCIARY SOLUTIONS LLC
Roseville, CA
AUM
—
Trusts & Estates
Team
3 advisors
Clients
0
Fees
SELECTION OF OTHER ADVISER FEES
916-791-7063
Full profileNo website
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