National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Roseville, California

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.

Finding the Best Retirement Planners in Roseville, California

Last Updated - April 25, 2025

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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Roseville, California

advisor
vector.svg VERIFIED

Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 11 Retirement Planning firms in Roseville, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1420 Rocky Ridge Drive, #140
Roseville, CA, 95661
$1,376,377,609114410
A percentage of AUM, Hourly charges, Fixed fees
2

3200 Douglas Blvd, Ste. 305
Roseville, CA, 95661
$548,304,123140627
A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)
3

2271 Lava Ridge Court, Suite 195
Roseville, CA, 94661
$204,488,38311143
A percentage of AUM, Hourly charges, Fixed fees
4

3400 Douglas Blvd., Suite 150
Roseville, CA, 95661
$200,597,015103016
A percentage of AUM, Fixed fees, Other (CO-ADVISOR FEES AND REFERRAL FEES)
5

3001 Douglas Blvd, Ste. 142
Roseville, CA, 95661
$196,788,0813187
A percentage of AUM, Hourly charges, Fixed fees
6

1420 Rocky Ridge Drive, Suite 250
Roseville, CA, 95661
$181,880,8363594
A percentage of AUM
7

2999 Douglas Blvd, Suite 180
Roseville, CA, 95661
$181,677,9917284
A percentage of AUM, Hourly charges, Fixed fees
8

300 Harding Blvd #115,
Roseville, CA, 95678
$161,000,0006633
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REFERRAL FEES)
9

915 Highland Point Drive, Ste. 250,
Roseville, CA, 95678
$139,279,0963592
A percentage of AUM
10

3721 Douglas Blvd, Suite 350
Roseville, CA, 95661
$138,510,973118
A percentage of AUM, Performance Based
11

1508 Eureka Road, Suite 145
Roseville, CA, 95661
$113,486,1637271
A percentage of AUM

Information on Top Retirement Planning firms in Roseville, California

QualificationsFirm CRD# 170266

Assets Under Management $1,376,377,609

No. Of Clients1144

Clients Per Financial Advisor114

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 1144 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 291805

Assets Under Management $548,304,123

No. Of Clients1406

Clients Per Financial Advisor52

PROTECTION POINT ADVISORS is a financial advisory firm situated in Roseville, California. With a nearly $548M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1406 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SELECTION OF OTHER ADVISERS FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 168363

Assets Under Management $204,488,383

No. Of Clients1114

Clients Per Financial Advisor371

HANSEN & ASSOCIATES FINANCIAL GROUP INC. is a financial advisory firm situated in Roseville, California. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1114 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 313552

Assets Under Management $200,597,015

No. Of Clients1030

Clients Per Financial Advisor64

BULMAN WEALTH GROUP is a financial advisory firm situated in Roseville, California. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (CO-ADVISOR FEES AND REFERRAL FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 175405

Assets Under Management $196,788,081

No. Of Clients318

Clients Per Financial Advisor45

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 318 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 299405

Assets Under Management $181,880,836

No. Of Clients359

Clients Per Financial Advisor90

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 359 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 315578

Assets Under Management $181,677,991

No. Of Clients728

Clients Per Financial Advisor182

PINNACLE WEALTH MANAGEMENT, 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 728 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 168397

Assets Under Management $161,000,000

No. Of Clients663

Clients Per Financial Advisor221

STERLING RETIREMENT GROUP OF SACRAMENTO is a financial advisory firm situated in Roseville, California. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 663 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (REFERRAL FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (BUSINESS CONSULTING)
View Full Profile

QualificationsFirm CRD# 298928

Assets Under Management $139,279,096

No. Of Clients359

Clients Per Financial Advisor180

DIMENSIONS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Roseville, California. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 322047

Assets Under Management $138,510,973

No. Of Clients1

Clients Per Financial Advisor0

DCA FAMILY OFFICE, LLC is a financial advisory firm situated in Roseville, California. With a nearly $139M 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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (FAMILY OFFICE SERVICES)
View Full Profile

QualificationsFirm CRD# 171788

Assets Under Management $113,486,163

No. Of Clients727

Clients Per Financial Advisor727

FC360 WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Roseville, California. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners