City
Wealth management firms in Roseville, California
As of October 2, 2026, 26 wealth management firms, including broker-dealer firms, with their main office in Roseville, California reported $2.1 billion in regulatory assets under management; the largest by assets was Bulman Wealth Group, with $283.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 26
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $80.9 million
- SEC-registered, of those listed
- 8 of 26 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bulman Wealth Group | SEC | $283.0 million | 1,143 |
| 2 | Sterling Retirement Group of Sacramento | SEC | $253.0 million | 1,050 |
| 3 | We Alliance Wealth Advisors, Inc. | SEC | $233.1 million | 265 |
| 4 | Hansen & Associates Financial Group Inc. | SEC | $202.4 million | 1,071 |
| 5 | FC360 Wealth Management, Inc. | SEC | $158.2 million | 762 |
| 6 | Dimensions Wealth Management, LLC | SEC | $152.1 million | 375 |
| 7 | St. Clair Financial | SEC | $141.3 million | 282 |
| 8 | Lynch Financial Advisors | SEC | $112.9 million | 442 |
| 9 | The Sullivan Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $100.1 million | 97 |
| 10 | Peak Investment Solutions, LLC | State | $77.4 million | 140 |
| 11 | Bangerter Financial Services, Inc. | State | $68.8 million | 320 |
| 12 | Measured Financial | State | $67.7 million | 548 |
| 13 | Advent Capital LLC | State | $66.6 million | 168 |
| 14 | Sisto Investment Advisory, LLC | State | $54.6 million | 151 |
| 15 | Triflame Capital | State | $27.6 million | 136 |
| 16 | Sierra Financial Planning & Asset Management | State | $25.6 million | 30 |
| 17 | Dae Wealth Management | State | $24.4 million | 105 |
| 18 | Pinedo Financial Services | State | $21.3 million | 145 |
| 19 | Covered Edge Asset Management, LLC | State | $17.6 million | 101 |
| 20 | Process Wealth LLC | State | $13.5 million | 26 |
| 21 | Q4 Strategic Equity Advisors Inc. | State | $2.4 million | 11 |
| 22 | Arcpoint Financial Advisors | State | $0 | 0 |
| 23 | Braziel & Associates, LLC | State | $0 | 0 |
| 24 | Frederick, Mark D. | State | $0 | 0 |
| 25 | Olivehurst Advisors LLC | State | $0 | 0 |
| 26 | Rowland Financial Services | State | $0 | 0 |
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.