Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Foundations Investment Advisors LLC financial advisors in Roseville, CA

Every SEC-registered investment adviser representative at a Foundations Investment Advisors LLC office in Roseville, A to Z.

The short answer

4 registered advisors work at Foundations Investment Advisors LLC in Roseville, out of 269 at the firm nationwide; it ranks number 34 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Foundations Investment Advisors LLC advisors in Roseville, A to Z

Every Foundations Investment Advisors LLC advisor →

Foundations Investment Advisors LLC advisors in every city and state →Foundations Investment Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Foundations Investment Advisors LLC advisors in other cities

Phoenix, AZ 120Peoria, AZ 7St. Louis, MO 5Atlanta, GA 4Charlotte, NC 4New Braunfels, TX 4Auburn, ME 3Brighton, MI 3Houston, TX 3Southlake, TX 3Zelienople, PA 3Apex, NC 2Denver, CO 2Edmond, OK 2Farmington Hills, MI 2

Other firms in Roseville

All Roseville advisors →

Wells Fargo Clearing Services, LLC 63Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Morgan Stanley 33Robert W. Baird & Co. Incorporated 33Ameriprise Financial Services, LLC 29LPL Financial LLC 28Strategic Advisers LLC 26Osaic Wealth, Inc. 20Principal Securities, Inc. 19D.A. Davidson & Co. 16Cetera Investment Advisers LLC 15Eagle Strategies LLC 15

Questions

How many financial advisors does Foundations Investment Advisors LLC have in Roseville?

4 investment adviser representatives are registered at Foundations Investment Advisors LLC offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 269 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Foundations Investment Advisors LLC one of the largest advisor employers in Roseville?

Foundations Investment Advisors LLC ranks number 34 in Roseville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.

How do I check a Foundations Investment Advisors LLC advisor in Roseville?

Each advisor below links to a profile with their registrations, exams, designations 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 Foundations Investment Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.