Best Financial Advisors in ROSEVILLE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in ROSEVILLE
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
ROSEVILLE, CA · Since 2021
STERLING RETIREMENT GROUP OF SACRAMENTO
ROSEVILLE, CA · Since 2023
WE ALLIANCE WEALTH ADVISORS, INC.
ROSEVILLE, CA · Since 2018
DIMENSIONS WEALTH MANAGEMENT, LLC
ROSEVILLE, CA · Since 2022
DCA FAMILY OFFICE, LLC
ROSEVILLE, CA · Since 2023
FC360 WEALTH MANAGEMENT, INC.
ROSEVILLE, CA · Since 2021
ST. CLAIR FINANCIAL
ROSEVILLE, CA · Since 2025
CAPITAL PLANNING ADVISORS LLC
ROSEVILLE, CA · Since 2014
STAINES FINANCIAL, LLC
ROSEVILLE, CA · Since 2018
BULMAN WEALTH GROUP
ROSEVILLE, CA · Since 2022
PINNACLE WEALTH MANAGEMENT, LLC
ROSEVILLE, CA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ROSEVILLE?
The median advisory fee in ROSEVILLE, CA is 0.95% of assets under management per year, based on Form ADV filings from 11 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.