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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Roseville, CA

Every SEC-registered investment adviser representative at a firm office in Roseville, with the firms that employ the most of them.

611 registered advisors work in Roseville; the most are at Wells Fargo Clearing Services, LLC (63). 93 list the CFP designation and 523 are also registered broker representatives.

Firms with the most advisors in Roseville

FirmAdvisors in Roseville
Wells Fargo Clearing Services, LLC news63
Merrill Lynch, Pierce, Fenner & Smith Incorporated news49
Morgan Stanley news33
Robert W. Baird & Co. Incorporated news33
Ameriprise Financial Services, LLC news29
LPL Financial LLC news28
Strategic Advisers LLC26
Osaic Wealth, Inc. news20
Principal Securities, Inc.19
D.A. Davidson & Co.16
Cetera Investment Advisers LLC news15
Eagle Strategies LLC15
Valic Financial Advisors, Inc.15
Charles Schwab & Co., Inc. news11
Edward Jones news11
UBS Financial Services Inc. news11
Stifel, Nicolaus & Company, Incorporated news10
LPL Enterprise, LLC news8
MML Investors Services, LLC8
Raymond James Financial Services Advisors, Inc. news8
Wells Fargo Advisors Financial Network, LLC news8
Ameritas Advisory Services, LLC7
Edelman Financial Engines news7
Northrock Partners, LLC7
Private Advisor Group, LLC7

Advisors in Roseville, A to Z (first 300 of 611)

CFP advisors in Roseville →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335Folsom 305

Questions

How many financial advisors are in Roseville, CA?

611 investment adviser representatives are registered at firm offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records. 523 of them are also registered as broker representatives, and 93 list the CFP designation.

Which firm has the most financial advisors in Roseville?

Wells Fargo Clearing Services, LLC, with 63 registered advisors in Roseville, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 49.

How do I check a financial advisor in Roseville?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.