Financial advisors in Roseville, CA

257 financial advisors listed in Roseville, California. 223 with a phone number and 232 with a website.

Roseville accounts for 1% of the financial advisors listed in California and ranks #13 among California cities for financial advisors.

Quick answer

Roseville, CA has 257 financial advisors listed on USA Business Search. 223 list a phone number and 232 list a website. The most listings are in ZIP codes 95661, 95678, 95747.

Updated October 2026

Peak Financial Freedom Group

2520 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 791-7063 Website Map

H&R Block

1259 PLEASANT GROVE STE 130, Roseville, CA 95678 · Claim or fix

Call (916) 788-4393 Website Map

Capital City Tax

800 Sunrise Ave c, Roseville, CA 95661 · Claim or fix

Call (916) 778-0212 Website Map

Solera Asset Managers

1512 Eureka Rd Ste 240, Roseville, CA 95661 · Claim or fix

Call (916) 672-9600 Website Map

Safe Harbor Pension & Wealth

2998 Douglas Blvd Ste 320, Roseville, CA 95661 · Claim or fix

Call (877) 251-6085 Website Map

St. Clair Financial

2140 Professional Dr Ste 250, Roseville, CA 95661 · Claim or fix

Call (916) 780-1848 Website Map

20/20 Financial Advisers Of Sacramento

3017 Douglas Blvd Ste 300, Roseville, CA 95661 · Claim or fix

Call (916) 774-7112 Map

Aaa Personal Financial Management

3300 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 773-3777 Map

Academy Of Preferred Financial Advisors

2260 Lava Ridge Ct Ste 100, Roseville, CA 95661 · Claim or fix

Website Map

Alicia Blackwood at CrossCountry Mortgage, LLC

10002 Foothills Blvd., Suite 100, Roseville, CA 95747 · Claim or fix

Call (916) 241-8771 Website Map

All American Financial Services

515 Riverside Ave, Roseville, CA 95678 · Claim or fix

Call (916) 782-4222 Website Map

Allworth Financial

2999 Douglas Blvd Ste 250, Roseville, CA 95661 · Claim or fix

Call (916) 787-4565 Website Map

Americafirst Capital Management, Llc

8150 Sierra College Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 787-9940 Website Map

Americafirst Capital Management, Llc

300 Harding Blvd, Roseville, CA 95678 · Claim or fix

Website Map

American Senior Benefits - Roseville

1100 Melody Ln Ste 144, Roseville, CA 95678 · Claim or fix

Call (916) 727-6880 Website Map

Ameritas Investment Corporation

2530 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 771-4142 Website Map

Anderson Harold C

3007 Douglas Blvd Ste 150, Roseville, CA 95661 · Claim or fix

Call (916) 797-3007 Website Map

Angela Parker - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Associated Tax Planners

1219 Pleasant Grove Blvd Ste 120, Roseville, CA 95678 · Claim or fix

Call (916) 773-6454 Map

Atlas Funding Group

1052 Melody Ln, Roseville, CA 95678 · Claim or fix

Website Map

Baird Private Wealth Management

1400 Rocky Ridge Dr, Roseville, CA 95661 · Claim or fix

Call (916) 783-6500 Website Map

Bangerter Financial Strategies, Inc.

1380 Lead Hill Blvd Ste 180, Roseville, CA 95661 · Claim or fix

Call (916) 965-1879 Website Map

Bccap

1410 Rocky Ridge Dr, Roseville, CA 95661 · Claim or fix

Call (916) 263-0222 Map

Behl Financial Services Inc

2267 Lava Ridge Ct, Roseville, CA 95661 · Claim or fix

Call (916) 782-1948 Website Map

BeneficialHorizon Capital

1139 Smith Ln, Roseville, CA 95661 · Claim or fix

Website Map

Bill Lawver Financial & Tax Consultant

1624 Santa Clara Dr Ste 250, Roseville, CA 95661 · Claim or fix

Call (916) 782-9400 Map

BQ Tax and Accounting

1478 Stone Point Dr #100, Roseville, CA 95661 · Claim or fix

Call (916) 677-6666 Website Map

Brandon Hustead

8150 Sierra College BlvdSte 190, Roseville, CA 95661 · Claim or fix

Website Map

Brandon Montalvo

1478 Stone Point Dr #500, Roseville, CA 95661 · Claim or fix

Call (916) 788-9410 Website Map

Buildmy401k

1198 Melody Ln Ste 104, Roseville, CA 95678 · Claim or fix

Website Map

Bulman Wealth Group

3300 Douglas Blvd Ste 200, Roseville, CA 95661 · Claim or fix

Call (916) 458-8199 Website Map

Business Team

3000 Lava Ridge Ct #110, Roseville, CA 95661 · Claim or fix

Call (916) 678-6777 Website Map

Caduceus Financial & Insurance Services

2999 Douglas Blvd Ste 300, Roseville, CA 95661 · Claim or fix

Website Map

Campaigne Financial Group

1504 Eureka Rd, Roseville, CA 95661 · Claim or fix

Website Map

Capital Planning Advisors

1420 Rocky Ridge Dr Ste 140, Roseville, CA 95661 · Claim or fix

Call (916) 286-7650 Website Map

Capitol Public Finance Group

2436 Professional Dr Ste 300, Roseville, CA 95661 · Claim or fix

Call (916) 641-2734 Website Map

Castellan Financial Advisors

919 Reserve Dr, Roseville, CA 95678 · Claim or fix

Call (916) 663-6338 Website Map

Causeway Strategic Financial Advisors

3007 Douglas Blvd Ste 150, Roseville, CA 95661 · Claim or fix

Call (530) 753-6527 Website Map

Centurion 7 Business Advisors

1209 Pleasant Grove Blvd, Roseville, CA 95678 · Claim or fix

Call (916) 974-9733 Website Map

Chester & Associates Inc

2380 Professional Dr, Roseville, CA 95661 · Claim or fix

Call (916) 771-3937 Website Map

Chris Santi - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Christian Financial Strategies Financial & Insurance Solutions, Llc.

1478 Stone Point Dr Ste 390, Roseville, CA 95661 · Claim or fix

Call (916) 677-1330 Website Map

Classic Juke Box

8200 Sierra College Blvd, Roseville, CA 95661 · Claim or fix

Website Map

ClearRode Financial Group - Ameriprise Financial Services, LLC

1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 · Claim or fix

Call (530) 666-6337 Website Map

Cody Okeefe - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Cornerstone Wealth & Tax Advisory Group

1540 Eureka Rd STE 103, Roseville, CA 95661 · Claim or fix

Call (916) 596-0500 Website Map

Crew and Lloyd

919 Reserve Dr #101, Roseville, CA 95678 · Claim or fix

Call (916) 600-1711 Website Map

Dance Hall Investors, Inc

548 Gibson Dr Ste 200, Roseville, CA 95678 · Claim or fix

Website Map

Daniel Kirk

970 Reserve Dr Suite 150, Roseville, CA 95678 · Claim or fix

Website Map

David L. Aton, Cfp

1223 Pleasant Grove Blvd Ste 100, Roseville, CA 95678 · Claim or fix

Call (916) 784-2240 Map

Davis Financial Advisors

300 Harding Blvd Ste 209, Roseville, CA 95678 · Claim or fix

Call (916) 797-3356 Website Map

Deboer Financial Group

1013 Galleria Blvd Ste 205, Roseville, CA 95678 · Claim or fix

Website Map

Debra Peterson, NMLS

3007 Douglas Blvd Ste 155, Roseville, CA 95661 · Claim or fix

Call (916) 797-0290 Website Map

Diamond Creek Partners

130 Diamond Creek Pl Ste 1, Roseville, CA 95747 · Claim or fix

Call (916) 786-8158 Website Map

Diligence Wealth Management, Llc

2530 Douglas Blvd Ste 170, Roseville, CA 95661 · Claim or fix

Call (916) 905-7526 Website Map

Don Jacobs - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 · Claim or fix

Call (916) 724-0693 Website Map

Douglas W. Van Order

2241 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 878-3333 Website Map

E*trade

905 Highland Pointe Dr Ste 100, Roseville, CA 95678 · Claim or fix

Call (866) 789-0735 Website Map

Edelman Financial Engines

2901 Douglas Blvd Suite 250, Roseville, CA 95661 · Claim or fix

Call (916) 993-3351 Website Map

Edward Jones

3007 Douglas Blvd Suite 145, Roseville, CA 95661 · Claim or fix

Call (916) 791-5663 Website Map

Edward Jones

1404 Blue Oaks Blvd, Roseville, CA 95747 · Claim or fix

Call (916) 773-0345 Website Map

Edward Jones - Financial Advisor: Bob McMahon, AAMS®

8780 Auburn Folsom Rd Ste 300, Roseville, CA 95746 · Claim or fix

Call (916) 791-1326 Website Map

Edward Jones - Financial Advisor: Clark N Osterhout, CRPC®

9600 Fairway Dr Ste 140, Roseville, CA 95678 · Claim or fix

Call (916) 782-1045 Website Map

Edward Jones - Financial Advisor: Daniel K Poppers

1805 Cirby Way, Ste 7, Roseville, CA 95661 · Claim or fix

Call (916) 791-7865 Website Map

Edward Jones - Financial Advisor: Daniel Kirk, AAMS

576 N Sunrise Ave Ste 115, Roseville, CA 95661 · Claim or fix

Call (916) 218-6044 Website Map

Edward Jones - Financial Advisor: Hao Dang

9600 Fairway Dr Suite 140, Roseville, CA 95678 · Claim or fix

Call (916) 782-1045 Website Map

Edward Jones - Financial Advisor: Jason Ulaner, AAMS®

9600 Fairway Dr Ste 140, Roseville, CA 95678 · Claim or fix

Call (916) 782-1045 Website Map

Edward Jones - Financial Advisor: Jeff Sinclair

1259 Pleasant Grove Blvd Ste 150, Roseville, CA 95678 · Claim or fix

Call (916) 865-4616 Website Map

Edward Jones - Financial Advisor: Jon Benecke, AAMS®|CRPS®

1259 Pleasant Grove Blvd Ste 150, Roseville, CA 95678 · Claim or fix

Call (916) 865-4616 Website Map

Edward Jones - Financial Advisor: Kenny Nguyen

1430 Blue Oaks Blvd, Suite 130, Roseville, CA 95747 · Claim or fix

Call (916) 772-1085 Website Map

Edward Jones - Financial Advisor: Marty McDonald

8265 Sierra College Blvd Ste 308, Roseville, CA 95661 · Claim or fix

Call (916) 788-1400 Website Map

Edward Jones - Financial Advisor: Philip M Leone

800 Sunrise Ave Ste D, Roseville, CA 95661 · Claim or fix

Call (916) 784-2013 Website Map

Edward Jones - Financial Advisor: Robert S Knippen

8150 Sierra College Blvd Ste 190, Roseville, CA 95661 · Claim or fix

Call (916) 218-7813 Website Map

Empyrion Wealth Management Inc

3741 Douglas Blvd Ste 130, Roseville, CA 95661 · Claim or fix

Website Map

Eric Graves

1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 · Claim or fix

Call (916) 580-2180 Website Map

Evolution Advisors - Business Broker

3017 Douglas Blvd Ste 300, Roseville, CA 95661 · Claim or fix

Call (916) 993-5433 Website Map

Exit Strategies Group, Inc.

1380 Lead Hill Blvd Ste 106, Roseville, CA 95661 · Claim or fix

Call (916) 288-9420 Website Map

EZ Tax Solutions

901 Sunrise Ave, Roseville, CA 95661 · Claim or fix

Call (916) 759-1058 Website Map

Factory Direct Cingular Store

4012 Foothills Blvd, Roseville, CA 95747 · Claim or fix

Website Map

FC360

1508 Eureka Rd Ste 145, Roseville, CA 95661 · Claim or fix

Call (916) 379-7980 Website Map

Fidelity Investments

1220 Roseville Pkwy Ste 100, Roseville, CA 95678 · Claim or fix

Call (800) 987-1410 Website Map

Fidelity National Title

2270 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 791-3682 Website Map

Finance of America Mortgage LLC

2281 Lava Ridge Court, Roseville, CA 95661 · Claim or fix

Call (916) 789-1688 Website Map

Financial Advocates Investment Management - Northern California

2267 Lava Ridge Ct Ste 105, Roseville, CA 95661 · Claim or fix

Call (916) 757-6935 Map

Financial Solutions Network

1478 Stone Point Dr, Roseville, CA 95661 · Claim or fix

Call (916) 226-1535 Map

Financial Solutions Network

2281 Lava Ridge Ct, Roseville, CA 95661 · Claim or fix

Call (916) 710-0492 Map

Fire Recovery USA

2271 Lava Ridge Ct #120, Roseville, CA 95661 · Claim or fix

Call (888) 640-7222 Website Map

First Choice Financial

2200 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 784-2333 Map

Flaherty Capital Markets Llc

3721 Douglas Blvd Ste 350, Roseville, CA 95661 · Claim or fix

Call (916) 783-6600 Website Map

Focus West Capital

1090 Sunrise Ave Ste 100, Roseville, CA 95661 · Claim or fix

Call (916) 947-4754 Website Map

Fox Hill Financial and Insurance Services

2540 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 797-3678 Website Map

Frederick Mark D

2999 Douglas Blvd Ste 120, Roseville, CA 95661 · Claim or fix

Call (916) 781-8722 Website Map

Gibson Capital Management

2999 Douglas Blvd Ste 130, Roseville, CA 95661 · Claim or fix

Call (916) 786-2999 Website Map

Go Capital

516 Gibson Dr Ste 160b, Roseville, CA 95678 · Claim or fix

Call (855) 396-3600 Website Map

Granite Bay Capital Management, Inc

2200 Douglas Blvd Ste 110a, Roseville, CA 95661 · Claim or fix

Call (916) 772-4226 Website Map

Grant Lewis - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 · Claim or fix

Call (916) 380-3186 Website Map

Great American Mortgage

313 Judah St Ste 1, Roseville, CA 95678 · Claim or fix

Call (916) 788-0176 Website Map

Grecu Capital Management, Inc.

970 Reserve Dr Ste 100, Roseville, CA 95678 · Claim or fix

Call (888) 504-7328 Website Map

Gregory Zane - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Guenther & Associates

951 Reserve Dr, Roseville, CA 95678 · Claim or fix

Call (916) 538-9542 Website Map

H&R Block

1813 Douglas Blvd Ste B-1, Roseville, CA 95661 · Claim or fix

Call (916) 782-4227 Website Map

H&R Block

1026 Douglas Blvd, Roseville, CA 95678 · Claim or fix

Call (916) 786-5601 Website Map

Hallmark Funding

720 Sunrise Ave Ste 130A, Roseville, CA 95661 · Claim or fix

Call (916) 784-2614 Website Map

Harvest Wealth Advisors

1098 Sunrise Ave, Roseville, CA 95661 · Claim or fix

Call (916) 960-4080 Website Map

Hbw Advisory Services

3017 Douglas Blvd Ste 100, Roseville, CA 95661 · Claim or fix

Call (866) 518-2599 Website Map

Head Office

970 Reserve Dr Ste 180, Roseville, CA 95678 · Claim or fix

Call (888) 691-1710 Map

Heather Smart - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Heidi Nielsen

201 Harding Blvd, Roseville, CA 95678 · Claim or fix

Website Map

Hutchison Financial Group

5 Sierra Gate Plz Ste 340, Roseville, CA 95678 · Claim or fix

Call (916) 780-3344 Website Map

Impact Wealth Management

2200 Douglas Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 614-7637 Website Map

Income Planning Associates

3017 Douglas Blvd # 250-B, Roseville, CA 95661 · Claim or fix

Call (888) 883-2088 Map

InFocus Financial Strategies

1219 Pleasant Grove Blvd, Roseville, CA 95678 · Claim or fix

Call (916) 462-8000 Website Map

Innovations Health

2150 Douglas Blvd Ste 100, Roseville, CA 95661 · Claim or fix

Call (403) 474-6979 Map

Integral Financial Management

3400 Douglas Blvd Ste 210, Roseville, CA 95661 · Claim or fix

Website Map

Integral Financial Management

2390 Professional Dr, Roseville, CA 95661 · Claim or fix

Call (916) 773-9330 Website Map

Iquant.pro

300 Harding Blvd, Roseville, CA 95678 · Claim or fix

Website Map

Jackson Hewitt Tax Service

1400 Lead Hill Blvd, Roseville, CA 95661 · Claim or fix

Call (916) 629-0051 Website Map

Jackson Hewitt Tax Service

900 Pleasant Grove Blvd, Roseville, CA 95678 · Claim or fix

Call (916) 629-0052 Website Map

Jackson Hewitt Tax Service

601 Douglas Blvd, Roseville, CA 95678 · Claim or fix

Call (916) 772-1040 Website Map

Jaclyn Ellerbee - Thrivent

508 Gibson Dr, Roseville, CA 95678 · Claim or fix

Call (916) 789-9200 Website Map

Janice L. Brown (NMLS #147704)

3000 Lava Ridge Court Suite 280, Roseville, CA 95661 · Claim or fix

Call (509) 888-6700 Website Map

Jason Bialosky - Prudential Financial

2998 Douglas Blvd Ste 200, Roseville, CA 95661 · Claim or fix

Call (916) 789-4034 Website Map

Jessica Van Dyke - Ameriprise Financial Services, LLC

1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 · Claim or fix

Call (916) 580-2180 Website Map

Jj’s Financial Growth

6770 Stanford Ranch Rd PMB 1078, Roseville, CA 95678 · Claim or fix

Call (916) 907-2826 Map

Jm Customs Construction

730 Vernon St, Roseville, CA 95678 · Claim or fix

Call (916) 580-8996 Website Map

John Easterbrook, NMLS #226555

2990 Lava Ridge Ct Ste 230, Roseville, CA 95661 · Claim or fix

Call (916) 224-7653 Website Map

John Stearman at CrossCountry Mortgage

10002 Foothills Blvd Ste 100, Roseville, CA 95747 · Claim or fix

Call (916) 241-8972 Website Map

John Thomas Patton - Ameriprise Financial Advisor

1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 · Claim or fix

Call (916) 380-3168 Website Map

Jones Financial Network, Inc.

3017 Douglas Blvd Ste 100, Roseville, CA 95661 · Claim or fix

Call (866) 518-2599 Map

Judi M. Gavia, NMLS #284937

2990 Lava Ridge Ct Ste 230, Roseville, CA 95661 · Claim or fix

Call (916) 768-4333 Website Map

Judy Cunningham at Guaranteed Rate Affinity - NMLS #1830874

2200 Douglas Blvd Ste 200B, Roseville, CA 95661 · Claim or fix

Call (916) 287-4553 Website Map

Kaneski Associates

2999 Douglas Blvd Ste 340, Roseville, CA 95661 · Claim or fix

Call (916) 774-6250 Website Map

Karen Bothe - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Katie Nuss Tax Preparer

200 Skeena Ct, Roseville, CA 95747 · Claim or fix

Call (916) 791-6686 Website Map

Kevin A Shimmel

1478 Stone Point Dr #500, Roseville, CA 95661 · Claim or fix

Call (916) 788-9461 Website Map

Kiki's Tax & Bookkeeping Services, Inc.

1100 Melody Ln, Roseville, CA 95678 · Claim or fix

Call (916) 209-0078 Website Map

Kimberly Foss

3741 Douglas Blvd Ste 130, Roseville, CA 95661 · Claim or fix

Call (916) 786-7626 Website Map

Koi Tax Service

2151 Professional Dr, Roseville, CA 95661 · Claim or fix

Call (916) 367-6974 Website Map

Legacy Capital Management

3741 Douglas Blvd Ste 320, Roseville, CA 95661 · Claim or fix

Call (916) 783-6200 Website Map

Leslie Gabbard - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Level Financing

970 Reserve Dr Ste 201, Roseville, CA 95678 · Claim or fix

Website Map

Lilani Wealth Management

1624 Santa Clara Dr Ste 160, Roseville, CA 95661 · Claim or fix

Call (888) 521-6752 Website Map

Logan Group

2150 Douglas Blvd Ste 240, Roseville, CA 95661 · Claim or fix

Call (916) 791-3200 Website Map

Lpl Financial

915 Highland Pointe Dr Ste 250, Roseville, CA 95678 · Claim or fix

Call (916) 367-4411 Website Map

Lynch Financial Advisors

1700 Eureka Rd, Roseville, CA 95661 · Claim or fix

Call (916) 772-3103 Website Map

M Tadd Barnett - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290, Roseville, CA 95661 · Claim or fix

Call (916) 677-1640 Website Map

Malik Robinson - Morgan Stanley

1478 Stone Point Dr Ste 500, Roseville, CA 95661 · Claim or fix

Call (916) 788-9472 Website Map

Mariner Finance

1811 Douglas Blvd Ste A6 Suite A6, Roseville, CA 95661 · Claim or fix

Call (279) 201-9079 Website Map

Measured Financial

3017 Douglas Blvd Ste 300, Roseville, CA 95661 · Claim or fix

Call (916) 975-3700 Website Map

Melton Financial Group

130 Diamond Creek Pl Ste 2, Roseville, CA 95747 · Claim or fix

Call (916) 772-2477 Website Map

How to choose a financial advisor in Roseville

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Roseville, California?

USA Business Search shows 257 financial advisors in Roseville. 223 list a phone number and 232 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 95661, 95678, 95747, 95746.

How do I choose a financial advisor in Roseville?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Roseville compare with the rest of California?

Roseville has 1% of the 24,546 financial advisors listed in California, which ranks #13 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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