🤫 Directory · consent-first

Near 95661. Roseville.

24 financial advisors & firms and 0 insurance agents verified near Roseville, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Financial

Advisors & firms near 95661

the Logan Group Securities0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 40259 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sierra Financial Planning & Asset Management0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $26M AUM

CRD 125451 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Peak Investment Solutions, LLC0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $77M AUM

CRD 134846 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Frederick, Mark D.0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 138204 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Q4 Strategic Equity Advisors INC.0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $2M AUM

CRD 146071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinedo Financial Services0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $21M AUM

CRD 149450 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Sullivan Group0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $100M AUM

CRD 150705 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

St. Clair Financial0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $141M AUM

CRD 151251 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hansen & Associates Financial Group INC.0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $202M AUM

CRD 168363 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fc360 Wealth Management, INC.0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $158M AUM

CRD 171788 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bangerter Financial Services, INC.0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $69M AUM

CRD 171939 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

WE Alliance Wealth Advisors, INC.0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $233M AUM

CRD 175405 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rowland Financial Services0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 284540 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Staines Financial, LLC0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $169M AUM

CRD 299405 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Measured Financial0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $68M AUM

CRD 305720 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bulman Wealth Group0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $283M AUM

CRD 313552 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Wealth Management, LLC0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $211M AUM

CRD 315578 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dca Family Office, LLC0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $120M AUM

CRD 322047 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dean Bennett Advisory Services INC.0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $4M AUM

CRD 322889 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fiduciary Solutions LLC0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser

CRD 332247 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Process Wealth LLC0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $14M AUM

CRD 336802 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lynch Financial Advisors, INC0 mi

RIA firm · Roseville, CA 95661 · Registered investment adviser · $109M AUM

CRD 342560 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Advent Capital LLC2.7 mi

RIA firm · Roseville, CA 95678 · Registered investment adviser · $67M AUM

CRD 165348 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sterling Retirement Group of Sacramento2.7 mi

RIA firm · Roseville, CA 95678 · Registered investment adviser · $253M AUM

CRD 168397 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Roseville, CA.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

← Back to the national directory

🤫 Directory · consent-first

Near 95661. Roseville.

24 financial advisors & firms and 0 insurance agents verified near Roseville, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person