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Financial Advisors in Rocklin, CA: 2026 rankings

217 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Rocklin: Level Coaching, RFA Score 75/100; 4.9★ from 114 Google reviews; open evenings.

  2. 8

    Most-reviewed: Bank of America Financial Center, 186 Google reviews at 4.1★, the most of 217 ranked; ranked #8.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

217 Rocklin financial advisors are ranked here by RFA Score, from eight published factors. 30 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.9★ across 217 rated firms.

Top 10 financial advisors in Rocklin at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Rocklin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Level Coaching754.9★ (114)Roseville, 3 mi awayEveningsTop score
2Cornerstone Wealth and Tax Advisory Group, Inc.745.0★ (85)Roseville, 3 mi away——
3Bangerter Financial Strategies, Inc.735.0★ (108)Folsom, 10 mi away——
4Allworth Financial724.9★ (66)Roseville, 3 mi away——
5My Secure Advantage, Inc.724.8★ (73)Roseville, 3 mi away——
6Parkshore Wealth Management725.0★ (61)Granite Bay, 4 mi away——
7Diligence Wealth Management, LLC725.0★ (53)Roseville, 3 mi away——
8Bank of America Financial Center724.1★ (186)Roseville, 3 mi awaySatMost reviews
9Allworth Financial714.9★ (131)Sacramento, 18 mi away——
10Allworth Financial705.0★ (61)Folsom, 12 mi away——

All 217 financial advisors in Rocklin, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Rocklin

    #1 Level Coaching

    Based in Roseville, 3 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 114 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 114 Google reviews
    Hours
    Mon–Fri 7:30 AM–6:30 PM · Sat–Sun closed
    Address
    970 Reserve Dr #201, Roseville, CA 95678
    View profile for Level Coaching(888) 359-7755

  4. #4 Allworth Financial

    Based in Roseville, 3 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2999 Douglas Blvd Ste 250, Roseville, CA 95661
    View profile for Allworth Financial(916) 787-4565

  9. #9 Allworth Financial

    Based in Sacramento, 18 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 131 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 131 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    601 University Ave #250, Sacramento, CA 95825
    View profile for Allworth Financial(916) 619-3316

  10. #10 Allworth Financial

    Based in Folsom, 12 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    340 Palladio Pkwy Ste 501, Folsom, CA 95630
    View profile for Allworth Financial(916) 357-5287

  12. #12 Klosek Law Offices

    Based in Sacramento, 19 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    820 Alhambra Blvd, Sacramento, CA 95816
    View profile for Klosek Law Offices(916) 290-7560

  13. #13 EDH Tax Solutions

    Based in El Dorado Hills, 14 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 84 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 84 Google reviews
    Hours
    Mon–Fri 5 AM–5 PM · Sat–Sun closed
    Address
    5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762
    View profile for EDH Tax Solutions(916) 246-6111

  14. #14 Towerpoint Wealth

    Based in Sacramento, 21 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    500 Capitol Mall #2060, Sacramento, CA 95814
    View profile for Towerpoint Wealth(916) 405-9140

  17. #17 Monolith Financial Group

    Based in Roseville, 3 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    3000 Lava Ridge Ct Ste 120, Roseville, CA 95661
    View profile for Monolith Financial Group(916) 367-6430

  18. #18 Lilani Wealth Management

    Based in Roseville, 4 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1624 Santa Clara Dr Suite 160, Roseville, CA 95661
    View profile for Lilani Wealth Management(888) 521-6752

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 217 ranked financial advisors here; the rest are on their profiles.

financial advisors in Rocklin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Chris Reid Educates675.0★ (18)5 mi
27Up Capital Management, Inc675.0★ (16)4 mi
28Money Bridge: Wealth & Income Planning675.0★ (15)3 mi
29Kerux674.8★ (17)4 mi
30Saxe Capital665.0★ (14)3 mi
31Edward Jones - Financial Advisor: Matt M Tinker, CFP®|AAMS®|CRPC™665.0★ (24)12 mi
32Kolb Financial & Insurance Services664.6★ (11)In Rocklin
33Northwestern Mutual - Jeremy J. Wakamiya664.7★ (13)3 mi
34David Santos: Primerica - Financial Services665.0★ (25)15 mi
35Charles Schwab663.9★ (21)2 mi
36Edelman Financial Engines665.0★ (11)3 mi
37Peak Financial Freedom Group654.3★ (16)3 mi
38WealthGuard Advisors, Inc.655.0★ (42)24 mi
39Fidelity Investments653.6★ (26)2 mi
40Smolin & Co CPA654.7★ (14)6 mi
41Edward Jones - Financial Advisor: Chris Wilczewski, CFP®|RICP®655.0★ (16)10 mi
42Donna Dace: Primerica - Financial Services655.0★ (21)15 mi
43Integrated Financial Concepts (IFC)655.0★ (18)12 mi
44Peter Hora - Edelman Financial Engines655.0★ (9)3 mi
45Granite Exchange Services655.0★ (9)4 mi
46Sterling Retirement Group of Sacramento645.0★ (8)3 mi
47Factor Financial645.0★ (8)3 mi
48Mass Mutual Financial Group645.0★ (7)3 mi
49Bank of America Financial Center642.9★ (63)In Rocklin
50Bank of America Financial Center643.3★ (36)5 mi

Also serving Rocklin

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Rocklin
BusinessGoogle ratingDistance
Clear Wealth Strategies5.0★ (1)In Rocklin
Delyon Wealth Management5.0★ (2)In Rocklin
Edward JonesIn Rocklin
Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®5.0★ (1)In Rocklin
Edward Jones - Financial Advisor: Dareth C Luna, AAMS®5.0★ (2)In Rocklin
Edward Jones - Financial Advisor: Kari D AllenIn Rocklin
Global Private Equity Group, LLC.5.0★ (1)In Rocklin
Hyalite Investments1.0★ (1)In Rocklin
Merrill Investment & Retirement Financial CenterIn Rocklin
Mike Kenison - SAFE Financial Services - Wealth AdvisorIn Rocklin
Raymond James Financial ServicesIn Rocklin
Ridgeline Municipal Strategies, LLCIn Rocklin
Roseman Wagner Wealth ManagementIn Rocklin
Ryan Kelly, SAFE Financial Services - RocklinIn Rocklin
Sierra Apex Wealth AdvisorsIn Rocklin
Smart InvestorIn Rocklin
Tidwell Wealth ManagementIn Rocklin
U.S. Bancorp Advisors - Financial Advisors: Michael HawkesIn Rocklin
U.S. Bank – Wealth Management Banker: Nancy VelasquezIn Rocklin
Wells Fargo Advisors1.0★ (1)In Rocklin

How we ranked Rocklin financial advisors

We scored 217 Rocklin financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Rocklin data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Rocklin: frequently asked questions

Which financial advisor has the highest RFA Score in Rocklin?

By RFA Score, the highest-ranked financial advisor in Rocklin, CA is Level Coaching with an RFA Score of 75/100. It has 4.9★ from 114 Google reviews. It is open evenings. Cornerstone Wealth and Tax Advisory Group, Inc. (#2) and Bangerter Financial Strategies, Inc. (#3) follow. We ranked 217 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Rocklin?

RankedFinancialAdvisors ranks 217 financial advisors serving Rocklin, CA. 2 of them are based in Rocklin; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Rocklin work on weekends?

30 of 217 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#8), Patelco Credit Union Roseville (#20) and Sacramento Payments Company (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rocklin financial advisors have?

The median Google rating among 217 rated financial advisors in Rocklin is 4.9★, with a median of 9 reviews. Bank of America Financial Center has the most, 186 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Rocklin count in this ranking?

Yes, if they are within 25 mi of the Rocklin city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Rocklin ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Rocklin a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Rocklin

  1. November 2026: RFA Scores recalculated for 217 financial advisors serving Rocklin.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Rocklin pages