City
Wealth management firms in Rocklin, California
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Rocklin, California reported $1.8 billion in regulatory assets under management; the largest by assets was Roseman Wagner Wealth Management, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $223.1 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Roseman Wagner Wealth Management | SEC | $1.5 billion | 1,602 |
| 2 | Tidwell Wealth Management LLC | SEC | $116.7 million | 184 |
| 3 | Pedicord Wealth Management, LLC | State | $85.6 million | 177 |
| 4 | McCurdy Financial Solutions | State | $26.9 million | 75 |
| 5 | Kolb Wealth Management, LLC | State | $13.5 million | 87 |
| 6 | Sow and Reap Financial LLC | State | $2.6 million | 23 |
| 7 | Fincrafters Advisory LLC | State | $2.2 million | 13 |
| 8 | Gaylord Wealth Management, LLC | State | $394,706 | 3 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.