Bangerter Financial Services
“Bangerter Financial Services is an awesome one stop entity for all your investement, retirement, and whatever else you might need help with.”
Best Financial Advisors in Roseville, CA
24 firms listed · all 24 in Roseville · 16 rated 4.5+ · 8 show a license
Data verified October 18, 2026
Level Coaching
“Emeldo was patient,efficient and encouraging and explained about the materials he would send me to read to help me with finances.”
Peak Financial Freedom Group
“I have been a customer of Peak Financial for several years and have received knowledgeable and professional service consistently.”
Diligence Wealth Management
“She provided me with advice on how to prioritize goals and useful information regarding various investment strategies.”
Up Capital Management
“I can ALWAYS count on Anton's wisdom and experience to help me manage my finances!”
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Saxe Capital
“He is very thorough to work with, easy to understand and has great follow through.”
The 24 firms listed for Roseville, 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: Roseville, CA
All 24 firms we list here are in Roseville itself. We have 44 firms in Roseville on file; this page shows the highest-rated 24. 18 of the firms on this page have a rating, from 4.1 to 5.0 across 337 reviews; 2 have 50 or more reviews and 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate (2), insurance (2), retirement (2) and wealth management (2). 8 show a license on their websites and 2 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 26 years. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Roseville offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Cornerstone Wealth and Tax Advisory Group
“If you want your nest egg in good hands, Doug is the guy who will make sure your retirement fund is safe & protected.”
Lilani Wealth Management
“They are quick to share their insights & to thoughtfully question us re: our goals.”
Bulman Wealth Group
“Chris was able to show me different ways to meet my goal to retire in Thailand.”
My Secure Advantage
“MSA has provided resources and guidance that has helped me organize our family finances so that we no longer live paycheck to paycheck and have paid off three major debts since January.”
Hutchison Financial Group
“I've been a client for 20 years and always found Hutchinson Financial to be professional ,caring ,thorough and honest.”
Wurm & Frye Wealth Management
“He takes our lifestyle, needs, and wants into account while working with us.”
Pacific Financial Partners
“He is always available to answer any of our questions or concerns about our retirement plans.”
Next Level Advisors
“The class was a blast and the instructor, (Dave) was amazing.”
Financial Sobriety
Julie Hassna CFP
Sterling Retirement Group of Sacramento
“If you are looking for a financial planner that is knowledgeable, personable, gets results, communicates, a rad harmonica musician, and is a super cool dude, Brian is your guy!”
Money Bridge: Wealth &
“We have a tight budget and Joe was able to find a plan that works within our budget and gives us the coverage we need for our family.”
Westlake, Grahl, and Glover
“I am very pleased with the quality and care of my financial team, especially their patience with me and my concerns.”
Prospero Advisors
Conklin Financial Planning
Thrive Stewardship Financial Advisors
Capitol Public Finance Group
Peartree Advisory Group
Why these companies made our list
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