Top 8 financial advisor firms in Roseville

8 SEC-registered financial advisor firms are headquartered in Roseville, CA, with $1.54B in combined regulatory assets under management. The largest by assets are Chris Bulman ($283M), Sterling Retirement Group of Sacramento ($253M) and WE Alliance Wealth Advisors ($233M).

8
Financial advisor firms: $1.54B
Their combined AUM: $180M
Median firm AUM: 2,586
Clients of the top 8

The 8 largest by assets

1
Chris Bulman
RIA
$283M
Up to 1.75% a year
2
Sterling Retirement Group of Sacramento
RIA
$253M
0.30% to 1.50% a year
3
WE Alliance Wealth Advisors
RIA
$233M
Regulatory AUM
4
Hansen & Associates Financial Group
RIA
$202M
Regulatory AUM
5
FC360 Wealth Management
RIA
$158M
Regulatory AUM
6
Dimensions Wealth Management
RIA
$152M
Regulatory AUM
7
St. Clair Financial
RIA
$141M
0.10% to 1.25% a year
8
Lynch Financial Advisors
RIA
$113M
0.40% to 1.20% a year

Profiles of the top 8

No. 1 · RIA

Chris Bulman

Chris Bulman is an investment adviser based in Roseville, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $283 million, as filed on 5 February 2026.

Chris Bulman charges up to 1.75% a year for its Asset management.

Regulatory AUM: $283M
Clients: 556
Advisory staff: 7
Fee schedule: Up to 1.75% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 3300 Douglas BLVD., Suite 200, Roseville, CA 95661
Phone: 916-458-8199
Website: bulmanwealth.com

No. 2 · RIA

Sterling Retirement Group of Sacramento

Sterling Retirement Group of Sacramento is an investment adviser based in Roseville, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $253 million, as filed on 26 March 2026.

Sterling Retirement Group of Sacramento charges 0.30%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $253M
Clients: 515
Advisory staff: 4
Fee schedule: 0.30% to 1.50% a year
Custodians: Trade-PMR
Headquarters: 300 Harding BLVD #115, Roseville, CA 95678
Phone: 916-724-1702
Website: sterlingretire.com

No. 3 · RIA

WE Alliance Wealth Advisors

WE Alliance Wealth Advisors is an investment adviser based in Roseville, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $233 million, as filed on 29 July 2026.

Regulatory AUM: $233M
Clients: 265
Advisory staff: 3
Founded: 2015
Custodians: Equity Trust, Charles Schwab, North American
Headquarters: 3001 Douglas BLVD, Ste. 142, Roseville, CA 95661
Phone: 916-325-0130
Website: weriaadvisors.com

No. 4 · RIA

Hansen & Associates Financial Group

Hansen & Associates Financial Group is an investment adviser based in Roseville, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $202 million, as filed on 13 May 2026.

Regulatory AUM: $202M
Clients: 537
Advisory staff: 3
Custodians: LPL Financial
Headquarters: 2271 Lava Ridge Court, Suite 200, Roseville, CA 95661
Phone: 916-706-1234
Website: hansenfg.com

No. 5 · RIA

FC360 Wealth Management

FC360 Wealth Management is an investment adviser based in Roseville, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $158 million, as filed on 25 March 2026.

Regulatory AUM: $158M
Clients: 379
Advisory staff: 1
Headquarters: 1508 Eureka Road, Suite 145, Roseville, CA 95661
Phone: 916-379-7980
Website: fc360.com

No. 6 · RIA

Dimensions Wealth Management

Dimensions Wealth Management is an investment adviser based in Roseville, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $152 million, as filed on 13 March 2026.

Regulatory AUM: $152M
Clients: 122
Advisory staff: 1
Custodians: Raymond James
Headquarters: 915 Highland Point Drive, Ste. 250, Roseville, CA 95678
Phone: 916-330-4108
Website: dimensionswm.com

No. 7 · RIA

St. Clair Financial

St. Clair Financial is an investment adviser based in Roseville, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $141 million, as filed on 27 February 2026.

St. Clair Financial charges 0.10%–1.25% a year for its Portfolio management.

Regulatory AUM: $141M
Clients: 93
Advisory staff: 2
Fee schedule: 0.10% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2140 Professional Drive, Suite 250, Roseville, CA 95661
Phone: 916-780-1848
Website: stclairfinancial.com

No. 8 · RIA

Lynch Financial Advisors

Lynch Financial Advisors is an investment adviser based in Roseville, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individuals, and pension and profit-sharing plans. Its regulatory assets under management total $113 million, as filed on 24 August 2026.

Lynch Financial Advisors charges 0.40%–1.20% a year for its Schedule A Standard Fee Schedule.

Regulatory AUM: $113M
Clients: 119
Advisory staff: 3
Fee schedule: 0.40% to 1.20% a year
Headquarters: 1700 Eureka Road Suite 155, Roseville, CA 95661
Phone: 916-772-3103
Website: lynchfinancialadvisors.com

Questions about financial advisors in Roseville

How many financial advisor firms are headquartered in Roseville?

8 SEC-registered financial advisor firms report their principal office in Roseville, CA, managing $1.54B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Roseville?

Chris Bulman, with $283M in regulatory assets under management on its latest Form ADV. The next largest are Sterling Retirement Group of Sacramento ($253M) and WE Alliance Wealth Advisors ($233M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Roseville?

The median firm manages $180M in regulatory assets. That is the midpoint of the 8 firms headquartered in Roseville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Roseville charge?

Of the 8 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.20% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Roseville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Roseville has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Roseville

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