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As of June 2026, RatingsNearMe ranks 18 financial advisors in Roseville, CA by verified customer ratings and review volume. The highest-rated is Bangerter Financial Strategies, Inc. with a 5.0-star rating from 109 verified reviews. Also in the top tier: Cornerstone Wealth and Tax Advisory Group, Inc. and Diligence Wealth Management, LLC. The average rating across all listed financial advisors in Roseville is 4.9 stars from 22 reviews per business on average.
Financial advisors in Roseville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
22
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Bangerter Financial Strategies, Inc.
1380 Lead Hill Blvd STE 180, Roseville, CA 95661, USA
Cornerstone Wealth and Tax Advisory Group, Inc.
1540 Eureka Rd STE 103, Roseville, CA 95661, USA
Diligence Wealth Management, LLC
2530 Douglas Blvd STE 170, Roseville, CA 95661, USA
Financial Advisors Rankings in Roseville, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Bangerter Financial Strategies, Inc.1380 Lead Hill Blvd STE 180, Roseville, CA 95661, USA | 5.0★ | 109 |
| #2 | Cornerstone Wealth and Tax Advisory Group, Inc.1540 Eureka Rd STE 103, Roseville, CA 95661, USA | 5.0★ | 82 |
| #3 | Diligence Wealth Management, LLC2530 Douglas Blvd STE 170, Roseville, CA 95661, USA | 5.0★ | 41 |
| #4 | Hutchison Financial Group5 Sierra Gate Plaza #340, Roseville, CA 95678, USA | 5.0★ | 5 |
| #5 | Edward Jones - Financial Advisor: Cody C Sloan, CFP®|AAMS®970 Reserve Dr Suite 150, Roseville, CA 95678, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®970 Reserve Dr Suite 150, Roseville, CA 95678, USA | 5.0★ | 5 |
| #7 | Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services, LLC1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA | 5.0★ | 2 |
| #8 | Next Level Advisors508 Gibson Dr STE 240, Roseville, CA 95678, USA | 5.0★ | 1 |
| #9 | Edelman Financial Engines2901 Douglas Blvd Suite 250, Roseville, CA 95661, USA | 5.0★ | 3 |
| #10 | FuturePoint Wealth Advisors - Ameriprise Financial Services, LLC1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Roseville
Hutchison Financial Group
5 Sierra Gate Plaza #340, Roseville, CA 95678, USA
Edward Jones - Financial Advisor: Cody C Sloan, CFP®|AAMS®
970 Reserve Dr Suite 150, Roseville, CA 95678, USA
Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®
970 Reserve Dr Suite 150, Roseville, CA 95678, USA
Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services, LLC
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Next Level Advisors
508 Gibson Dr STE 240, Roseville, CA 95678, USA
FuturePoint Wealth Advisors - Ameriprise Financial Services, LLC
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Merrill Lynch Wealth Management
2998 Douglas Blvd, Roseville, CA 95661, USA
Money Bridge: Wealth & Income Planning
300 Harding Blvd #218, Roseville, CA 95678, USA
Wurm & Frye Wealth Management
3741 Douglas Blvd Suite 310, Roseville, CA 95661, USA
Allworth Financial
2999 Douglas Blvd Suite 250, Roseville, CA 95661, USA
Lilani Wealth Management
1624 Santa Clara Dr Suite 160, Roseville, CA 95661, USA
Monolith Financial Group
3000 Lava Ridge Ct STE 120, Roseville, CA 95661, USA
Hunter Lowry, Financial Advisor
915 Highland Pointe Dr, Roseville, CA 95678, USA
Peak Financial Freedom Group
2520 Douglas Blvd # 110, Roseville, CA 95661, USA
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Frequently Asked Questions — Financial Advisors in Roseville
What is a fiduciary financial advisor and why does it matter in Roseville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Roseville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Roseville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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