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Best financial advisors in Roseville, CA

Registered advisers within 25 miles of Roseville, CA.

Offices
796
Firms
270
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.24M
3,242,024 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

FARTHER
AMERIPRISE FINANCIAL SERVICES, LLC
ST. CLAIR FINANCIAL
PROCESS WEALTH LLC
THE LOGAN GROUP SECURITIES
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
BRIGHT LAKE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LIBERTY WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
FIRST COMMAND ADVISORY SERVICES

Investors

MICHAEL SCOTT LYNCH
Manbir Singh Chohan
Stanley C Leong
SARKIS AUBREY ANDUZE
ANDREA RENEA HILDERBRAND
Donald Lee St. Clair
SCOTT ALLEN VAN EPPS
KEVIN CHRISTOPHER LOGAN
Janos Robert Miszti
RON ALLAN DALE
JAMES GREGORY BIASOTTI
CORTNEY LANE WILLIAMS
James Matthew Yancey
SCOTT DEWEY HILBERT
MERCY MAINA
MICHAEL SCHULER
JENNIFER LITTLEFIELD
ALAN KRIS WILLIAMSON
Lori W Meter
TOAN THANH LE
DERON RUSSELL ALLRED
KEITH Russell ALLRED
WALTER JAMES GALLO
Justin Sebastian
JULIE MARIE RIDGEWAY
MICHAEL TERRENCE HULLEN
KELVIN J KWAN
DAVID LAWRENCE HEDGER
JENNIFER CRISOLOGO
VIOLETTA SIT TERPELUK
Itzel Esmeralda Gonzalez Diaz
BRETT MICHAEL MACAULEY
MATTHEW CHARLES NATOLI
CAMILLO CICCHINI
CODY JONATHAN DOUGLAS BORING
DOUGLAS DIX BORING
KRISTA SUZANNE BREWER
DOUGLAS PAUL BEHL
COLIN BENJAMIN WRIGHT

Within 25 miles of Roseville, CA, Best Investors lists 270 registered investment advisory firms with 796 offices nearby, managing about $17.0T in combined regulatory AUM across 3,242,024 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Roseville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM