Investment adviser firms in ROSEVILLE, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
11 firms · Source months shown: August 2026
- CHRIS BULMAN INC.CRD 313552 · ROSEVILLE, CA$283,014,568.00Regulatory AUM · August 2026
- DCA FAMILY OFFICE, LLCCRD 322047 · ROSEVILLE, CA$119,914,111.00Regulatory AUM · August 2026
- DIMENSIONS WEALTH MANAGEMENT, LLCCRD 298928 · ROSEVILLE, CA$152,088,347.00Regulatory AUM · August 2026
- FC360 WEALTH MANAGEMENT, INC.CRD 171788 · ROSEVILLE, CA$158,187,152.00Regulatory AUM · August 2026
- HANSEN & ASSOCIATES FINANCIAL GROUP INC.CRD 168363 · ROSEVILLE, CA$202,437,247.00Regulatory AUM · August 2026
- LYNCH FINANCIAL ADVISORS, INCCRD 342560 · ROSEVILLE, CA$108,552,000.00Regulatory AUM · August 2026
- PINNACLE WEALTH MANAGEMENT, LLCCRD 315578 · ROSEVILLE, CA$211,075,762.00Regulatory AUM · August 2026
- ST. CLAIR FINANCIAL LLCCRD 151251 · ROSEVILLE, CA$141,302,317.00Regulatory AUM · August 2026
- STAINES FINANCIAL, LLCCRD 299405 · ROSEVILLE, CA$168,684,412.00Regulatory AUM · August 2026
- STERLING RETIREMENT GROUP OF SACRAMENTO INC.CRD 168397 · ROSEVILLE, CA$253,000,000.00Regulatory AUM · August 2026
- WE ALLIANCE WEALTH ADVISORS, INC.CRD 175405 · ROSEVILLE, CA$233,075,774.00Regulatory AUM · August 2026