Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Roseville has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Roseville, California have an average of 10 years of experience.
Brian Malkinson
HBW Advisory Services
Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1420 Rocky Ridge Drive, #140 Roseville, CA, 95661 | $985,670,168 | 996 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | 1075 Creekside Ridge Drive, Suite 160 Roseville, CA, 95678 | $464,772,728 | 1378 | 27 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISERS FEES) |
3 | 3001 Douglas Blvd, Ste. 142 Roseville, CA, 95661 | $196,535,673 | 260 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | 341 Lincoln Street, Roseville, CA, 95661 | $188,986,315 | 329 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | 1420 Rocky Ridge Drive, Suite 250 Roseville, CA, 95661 | $181,587,733 | 340 | 4 | A Percentage of AUM |
6 | 2271 Lava Ridge Court, Suite 200 Roseville, CA, 95661 | $141,798,255 | 714 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | 3721 Douglas Blvd, Suite 350 Roseville, CA, 95661 | $138,324,201 | 1 | 18 | A Percentage of AUM, Performance Based |
8 | 300 Harding Blvd #115, Roseville, CA, 95678 | $112,000,000 | 885 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REFERRAL FEES) |
9 | 3400 Douglas Blvd., Suite 150 Roseville, CA, 95661 | $110,780,327 | 925 | 2 | A Percentage of AUM, Fixed Fees, Other (CO-ADVISOR FEES AND REFERRAL FEES) |
10 | 1508 Eureka Road, Suite 145 Roseville, CA, 95661 | $100,353,333 | 297 | 1 | A Percentage of AUM |
11 | 915 Highland Point Drive, Ste. 250, Roseville, CA, 95678 | $98,639,501 | 327 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 170266
Assets Under Management $985,670,168
No. Of Clients996
Clients Per Financial Advisor83
CAPITAL PLANNING ADVISORS LLC is a financial advisory firm situated in Roseville, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 996 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 291805
Assets Under Management $464,772,728
No. Of Clients1378
Clients Per Financial Advisor51
PROTECTION POINT ADVISORS is a financial advisory firm situated in Roseville, California. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1378 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175405
Assets Under Management $196,535,673
No. Of Clients260
Clients Per Financial Advisor37
WE ALLIANCE WEALTH ADVISORS, INC. is a financial advisory firm situated in Roseville, California. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164692
Assets Under Management $188,986,315
No. Of Clients329
Clients Per Financial Advisor82
UP CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Roseville, California. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 329 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299405
Assets Under Management $181,587,733
No. Of Clients340
Clients Per Financial Advisor85
STAINES FINANCIAL, LLC is a financial advisory firm situated in Roseville, California. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 340 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315578
Assets Under Management $141,798,255
No. Of Clients714
Clients Per Financial Advisor179
PINNACLE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Roseville, California. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 714 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322047
Assets Under Management $138,324,201
No. Of Clients1
Clients Per Financial Advisor0
DCA FAMILY OFFICE, LLC is a financial advisory firm situated in Roseville, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168397
Assets Under Management $112,000,000
No. Of Clients885
Clients Per Financial Advisor295
STERLING RETIREMENT GROUP OF SACRAMENTO is a financial advisory firm situated in Roseville, California. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313552
Assets Under Management $110,780,327
No. Of Clients925
Clients Per Financial Advisor463
BULMAN WEALTH GROUP is a financial advisory firm situated in Roseville, California. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 925 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171788
Assets Under Management $100,353,333
No. Of Clients297
Clients Per Financial Advisor297
FC360 WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Roseville, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 297 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298928
Assets Under Management $98,639,501
No. Of Clients327
Clients Per Financial Advisor164
DIMENSIONS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Roseville, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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