Same Day · Roseville
Same-Day Financial Advisors in Roseville, CA
Can't wait a week? These financial advisors in Roseville offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Roseville, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Bangerter Financial Strategies, Inc. with a 5.0-star rating from 109 Google reviews and an RNM Score of 96/100. 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 13, 2026 · RNM Score = 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 13, 2026
Last updated
Top Rated Financial Advisors
Roseville’s top-rated financial advisor with a perfect 5.0★ from over 100 reviews.
1380 Lead Hill Blvd STE 180, Roseville, CA 95661, USATop-rated Roseville financial advisor with a perfect 5.0-star rating from 82 reviews.
1540 Eureka Rd STE 103, Roseville, CA 95661, USA5.0 stars from 41 reviews, reflecting exceptional client satisfaction in Roseville.
2530 Douglas Blvd STE 170, Roseville, CA 95661, USAFinancial 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 | Allworth Financial2999 Douglas Blvd Suite 250, Roseville, CA 95661, USA | 4.7★ | 29 |
| #5 | Hutchison Financial Group5 Sierra Gate Plaza #340, Roseville, CA 95678, USA | 5.0★ | 5 |
| #6 | Wurm & Frye Wealth Management3741 Douglas Blvd Suite 310, Roseville, CA 95661, USA | 5.0★ | 4 |
| #7 | Monolith Financial Group3000 Lava Ridge Ct STE 120, Roseville, CA 95661, USA | 4.9★ | 28 |
| #8 | Lilani Wealth Management1624 Santa Clara Dr Suite 160, Roseville, CA 95661, USA | 5.0★ | 25 |
| #9 | Hunter Lowry, Financial Advisor915 Highland Pointe Dr, Roseville, CA 95678, USA | 5.0★ | 21 |
| #10 | Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®970 Reserve Dr Suite 150, Roseville, CA 95678, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Roseville
Praised by clients, this Roseville advisor holds a strong 4.7-star rating from nearly 30 reviews.
2999 Douglas Blvd Suite 250, Roseville, CA 95661, USA
Rated 5.0 stars from 5 Google reviews, this Roseville financial advisor is highly recommended.
5 Sierra Gate Plaza #340, Roseville, CA 95678, USA
Highly rated 5.0 stars from 4 Google reviews for a Roseville financial advisor.
3741 Douglas Blvd Suite 310, Roseville, CA 95661, USA
Exceptional 4.9-star rating from 28 Google reviews in Roseville, CA.
3000 Lava Ridge Ct STE 120, Roseville, CA 95661, USA
A 5.0-star rating from 25 Google reviews reflects trusted financial guidance in Roseville.
1624 Santa Clara Dr Suite 160, Roseville, CA 95661, USA
Earns a perfect 5.0-star rating from over 20 local Google reviews.
915 Highland Pointe Dr, Roseville, CA 95678, USA
Exceptional 5.0-star rating from five Google reviews in Roseville, CA.
970 Reserve Dr Suite 150, Roseville, CA 95678, USA
4.3-star rating from 16 reviews reflects consistent client satisfaction in Roseville.
2520 Douglas Blvd # 110, Roseville, CA 95661, USA
Top-rated Roseville financial advisor with a perfect 5.0-star rating from customer reviews.
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Boasting a perfect 5.0-star rating from 15 glowing Google reviews.
300 Harding Blvd #218, Roseville, CA 95678, USA
Consistently earns a perfect 5.0-star rating from its initial Google reviews.
2901 Douglas Blvd Suite 250, Roseville, CA 95661, USA
Peace of mind with a perfect 5.0★ rating from local clients in Roseville.
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, USA
Boasts a perfect 5.0-star rating from early client reviews in Roseville.
508 Gibson Dr STE 240, Roseville, CA 95678, USA
4.3 stars from 4 reviews, reflecting solid local client satisfaction.
2998 Douglas Blvd, Roseville, CA 95661, USA
Exceptional 5.0-star rating from a handful of Google reviews.
970 Reserve Dr Suite 150, Roseville, CA 95678, USA
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Financial Advisors in Roseville, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Bangerter Financial Strategies, Inc. | 96/100 | 5.0 ★ | 109 |
| 2 | Cornerstone Wealth and Tax Advisory Group, Inc. | 94/100 | 5.0 ★ | 82 |
| 3 | Diligence Wealth Management, LLC | 90/100 | 5.0 ★ | 41 |
| 4 | Allworth Financial | 83/100 | 4.7 ★ | 29 |
| 5 | Hutchison Financial Group | 80/100 | 5.0 ★ | 5 |
| 6 | Wurm & Frye Wealth Management | 70/100 | 5.0 ★ | 4 |
| 7 | Monolith Financial Group | 87/100 | 4.9 ★ | 28 |
| 8 | Lilani Wealth Management | 88/100 | 5.0 ★ | 25 |
| 9 | Hunter Lowry, Financial Advisor | 87/100 | 5.0 ★ | 21 |
| 10 | Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS® | 71/100 | 5.0 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 13, 2026.
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