Financial advisors in Roseville, CA

566 match · page 1 of 19

Aaron Schmoekel
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Allison Scoggin
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
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Andrea Hilderbrand
Financial advisor at St. Clair Financial
St. Clair Financial · $141.3M AUM
CFP®VerifiedFinancial planning
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Andrew Schoenike
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Angela Parker
Financial advisor at Northrock Partners, LLC
Northrock Partners, LLC · $12.19B AUM
CFP®VerifiedFinancial planning
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Anita Fong-Chao
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Barbara Healy
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
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Brad Heaps
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Bradley Sullivan
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
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Brian Neunzig
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Brian Winnen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Bryan Ludwig
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Christopher Carolan
Financial advisor at Dimensions Wealth Management, LLC
Dimensions Wealth Management, LLC · $152.1M AUM
CFP®VerifiedFinancial planning
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Christopher Hurst
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Cody Sloan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Colin Grahl
Financial advisor at Northrock Partners, LLC
Northrock Partners, LLC · $12.19B AUM
CFP®VerifiedFinancial planning
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Craig Barker
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Daniel Ahmad
Financial advisor at Fiduciary Solutions LLC
Fiduciary Solutions LLC
CFP®Verified
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Daniel Cairns
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Daniel Kirk
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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David Aton
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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David Hedger
Financial advisor at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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David Stone
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Deron Allred
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald St. Clair
Financial advisor at St. Clair Financial
St. Clair Financial · $141.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Boring
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Emin Nabiyev
Financial advisor at Triflame Capital
Triflame Capital · $27.6M AUM
CFP®VerifiedFinancial planning
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Erik Truxal
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Erika Jimenez
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Geremia
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Roseville, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Roseville, CA.

How this list works

Before you hire an advisor in Roseville, CA