Tidwell & Associates Cpas
“The entire team at Tidwell & Associates has been very helpful and caring over the last two years we have worked with them.”
Best Financial Advisors in Rocklin, CA
15 firms listed · 10 in Rocklin · 11 rated 4.5+ · 2 show a license
Data verified October 17, 2026
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Golden State Tax & Business Services
Delyon Wealth Management
“He strategically moves our money depending on the market, finds the highest paying returns and dividends, helps tremendously with tax management of our account, and is also just a really good guy.”
Integrity Financial Group
“I have experienced and witnessed how the team at Integrity Financial Group treats everyone like family and cares deeply for each and every client.”
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Lighthouse Financial & Tax
Blue Oaks Financial
“Ryan helped me create a realistic and actionable game plan to save and invest for a purchase of a rental property, manage my retirement goals, and set up a college savings plan for my kids.”
The 15 firms listed for Rocklin, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Rocklin, CA
Of the 15 firms we list here, 10 are in Rocklin itself and 5 come from Roseville (4, 5 mi) and Granite Bay (1, 4 mi). 11 of the firms on this page have a rating, from 4.7 to 5.0 across 265 reviews; 2 have 50 or more reviews. 2 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 32 years. 2 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Rocklin take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Atherton Wealth Advisors
RFS Wealth Advisors
Ridgeline Municipal Strategies
Roseman Wagner Wealth Management
Bangerter Financial Services
“He built trust with us through this whole process, I would highly suggest Gaston to anyone who has a financial need, no situation is too difficult for him.”
Level Coaching
“I always enjoy our phone meetings every month and all the info I get from her about moving forward towards a good financial future for myself and my family!”
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Parkshore Wealth Management
“Trust is the biggest factor in having someone manage our money and we could not trust Parkshore more.”
Up Capital Management
“I've known Anton for years and have always been very impressed on his knowledge for everything investment.”
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Saxe Capital
“Working with Christian has allowed me to build a well diversified portfolio with access to investment avenues I'd never have as an individual investor, save a significant amount in future tax liabilities, access to different lending options, and more.”
Why these companies made our list
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