AdvisorOS Directory
Claim Profile
City Directory

68 Financial Advisors in ROSEVILLE, CA

Registered investment advisors · SEC/FINRA data
Use our Fee Calculator to see what advisors in ROSEVILLE typically charge →
Dena Michelle Smith
AMERICAFIRST CAPITAL MANAGEMENT, LLC·ROSEVILLE, CA
Investment Management · Fee-Only Advisory
Jason Thomas Bell
CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, CA
Financial Planning · Investment Management · Wealth Management
James Boyd Wilson
CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, CA
Financial Planning · Investment Management · Wealth Management
Jayson Hans Jay
HARVEST WEALTH ADVISORS INC·ROSEVILLE, CA
Financial Planning
Mark Massaro
STAINES FINANCIAL, LLC·ROSEVILLE, CA
Investment Management · Retirement Planning · Fee-Only Advisory
Sarah Bulman
CHRIS BULMAN INC.·ROSEVILLE, CA
Financial Planning · Investment Management
Aaron Russell Larson
CHRIS BULMAN INC.·ROSEVILLE, CA
Financial Planning · Investment Management
Christopher James Bulman
CHRIS BULMAN INC.·ROSEVILLE, CA
Financial Planning · Investment Management
Michael Anthony Sollazzo
CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, CA
Financial Planning · Investment Management · Wealth Management
Renee Silacci Morrison
EMPYRION WEALTH MANAGEMENT, INC.·ROSEVILLE, CA
Financial Planning · Investment Management
Brian James Pretti
CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, CA
Financial Planning · Investment Management · Wealth Management
Jeremy Scot Frye
HARVEST WEALTH ADVISORS INC·ROSEVILLE, CA
Financial Planning
Jerrold Allen Grecu
GRECU CAPITAL MANAGEMENT, INC.·ROSEVILLE, CA
Financial Planning · Investment Management
Kenyon Lloyd Lederer
PINNACLE WEALTH MANAGEMENT, LLC·ROSEVILLE, CA
Financial Planning · Investment Management
Lawrence Arthur Hansen
CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, CA
Financial Planning · Investment Management · Wealth Management
Renee Chmielewski
STAINES FINANCIAL, LLC·ROSEVILLE, CA
Investment Management · Retirement Planning · Fee-Only Advisory
Tracy Henderson
LEGACY CAPITAL MANAGEMENT INC·ROSEVILLE, CA
Investment Management · Fee-Only Advisory
Allan Charles Henriques
SMART INVESTOR·ROSEVILLE, CA
Financial Planning · Investment Management · Wealth Management
Allen Christopher Archuleta
FC360, INC.·ROSEVILLE, CA
Financial Planning · Investment Management · Fee-Only Advisory
Caitlin Milam
LEGACY CAPITAL MANAGEMENT INC·ROSEVILLE, CA
Investment Management · Fee-Only Advisory
📖 Read our guide: How to Choose a Financial Advisor in ROSEVILLE →

Are you a financial advisor in ROSEVILLE?

Claim your free profile to control your listing and connect with potential clients.

Browse All StatesAll Cities in California

Nearby Cities

AGOURA HILLS
8 advisors
ALAMEDA
16 advisors
ALAMO
16 advisors
ALHAMBRA
5 advisors
ALISO VIEJO
48 advisors
ALL REMOTE WORK
4 advisors
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education