Firms by city
Registered investment advisers in Roseville, CA
10 SEC-registered advisers headquartered in Roseville, listed by regulatory assets under management as reported on Form ADV.
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10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Chris Bulman | Roseville, CA | $283M |
| Sterling Retirement Group of Sacramento | Roseville, CA | $253M |
| WE Alliance Wealth Advisors | Roseville, CA | $233M |
| Hansen & Associates Financial Group | Roseville, CA | $202M |
| Staines Financial | Roseville, CA | $169M |
| FC360 Wealth Management | Roseville, CA | $158M |
| Dimensions Wealth Management | Roseville, CA | $152M |
| St. Clair Financial | Roseville, CA | $141M |
| DCA Family Office | Roseville, CA | $120M |
| Lynch Financial Advisors | Roseville, CA | $113M |
- Headquarters
- Roseville, CA
- Regulatory AUM
- $283M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $253M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $233M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $202M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $169M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $158M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $152M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $141M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $120M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $113M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Roseville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.