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Financial Planners in Roseville, CA: 2026 rankings

143 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Roseville: Bangerter Financial Strategies, Inc., RFA Score 73/100; 5.0★ from 108 Google reviews.

  2. 39

    Most-reviewed: Bank of America Financial Center, 207 Google reviews at 3.0★, the most of 143 ranked; ranked #39.

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

143 Roseville financial planners are ranked here by RFA Score, from eight published factors. 22 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 143 rated firms.

Top 10 financial planners in Roseville 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 planners in Roseville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bangerter Financial Strategies, Inc.735.0★ (108)Folsom, 9 mi away—Top score
2Allworth Financial734.9★ (66)Roseville——
3My Secure Advantage, Inc.734.8★ (73)Roseville——
4Bank of America Financial Center724.1★ (186)RosevilleSat—
5Allworth Financial724.9★ (131)Sacramento, 15 mi away——
6Parkshore Wealth Management725.0★ (61)Granite Bay, 5 mi away——
7Klosek Law Offices715.0★ (96)Sacramento, 16 mi away——
8Towerpoint Wealth715.0★ (101)Sacramento, 17 mi away——
9Allworth Financial705.0★ (61)Folsom, 12 mi away——
10Bridgeview Capital Advisors Inc - David N. Waldrop, CFP705.0★ (71)El Dorado Hills, 14 mi away——

All 143 financial planners in Roseville, 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.

  2. #2 Allworth Financial

    Based in Roseville

    73/100RFA Score

    Ranked #2 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

  5. #5 Allworth Financial

    Based in Sacramento, 15 mi away

    72/100RFA Score

    Ranked #5 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

  7. #7 Klosek Law Offices

    Based in Sacramento, 16 mi away

    71/100RFA Score

    Ranked #7 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

  8. #8 Towerpoint Wealth

    Based in Sacramento, 17 mi away

    71/100RFA Score

    Ranked #8 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

  9. #9 Allworth Financial

    Based in Folsom, 12 mi away

    70/100RFA Score

    Ranked #9 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

  13. #13 Monolith Financial Group

    Based in Roseville

    70/100RFA Score

    Ranked #13 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

  21. #21 Saxe Capital

    Based in Roseville

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2999 Douglas Blvd Ste 180, Roseville, CA 95661
    View profile for Saxe Capital(833) 350-2200

  22. #22 Kerux

    Based in Granite Bay, 4 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    4180 Douglas Blvd Ste 200, Granite Bay, CA 95746
    View profile for Kerux(916) 846-7780

  23. #23 Smolin & Co CPA

    Based in Roseville

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1220 Melody Ln #106, Roseville, CA 95678
    View profile for Smolin & Co CPA(916) 800-5600

Financial planners 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 143 ranked financial planners here; the rest are on their profiles.

financial planners in Roseville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Peak Financial Freedom Group664.3★ (16)In Roseville
27Fidelity Investments653.6★ (26)In Roseville
28Peter Hora - Edelman Financial Engines655.0★ (9)In Roseville
29Bank of America Financial Center653.3★ (36)In Roseville
30Sterling Retirement Group of Sacramento655.0★ (8)In Roseville
31Factor Financial655.0★ (8)In Roseville
32Encompass Wealth Advisers645.0★ (21)14 mi
33BMO Bank N.A Branches643.6★ (32)5 mi
34Pacific Financial Partners645.0★ (7)In Roseville
35Mass Mutual Financial Group645.0★ (7)In Roseville
36BULMAN WEALTH GROUP645.0★ (7)In Roseville
37TD Ameritrade643.7★ (12)In Roseville
38Bank of America (with Drive-thru ATM)643.4★ (66)9 mi
39Bank of America Financial Center643.0★ (207)7 mi
40BeneficialHorizon Capital645.0★ (6)In Roseville
41Hilltop Securities Inc.644.4★ (7)In Roseville
42Sierra Ridge Advisor Group644.4★ (7)In Roseville
43Safeguard Investment Advisory Group634.8★ (6)In Roseville
44Integrated Financial Concepts (IFC)635.0★ (18)16 mi
45Bank of America Financial Center633.8★ (35)12 mi
46Heather Smart, CFP, APMA, CRPC635.0★ (5)In Roseville
47Johnny A Kovalek - Private Wealth Advisor, Ameriprise Financial Services, LLC634.5★ (6)In Roseville
48Hutchison Financial Group635.0★ (5)In Roseville
49ProsperPlan Wealth Fiduciary Financial Advisors635.0★ (5)In Roseville
50Creative Planning635.0★ (14)14 mi

Also serving Roseville

20 more financial planners 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 planners serving Roseville
BusinessGoogle ratingDistance
Artur Bukatar: Primerica - Financial Services5.0★ (6)In Roseville
Bradley Baer - Thrivent5.0★ (2)In Roseville
Capital Edge Financial4.2★ (5)In Roseville
Charles Schwab3.9★ (21)In Roseville
Chris Reid Educates5.0★ (18)In Roseville
Cornerstone Wealth and Tax Advisory Group, Inc.5.0★ (85)In Roseville
Denis Samodarov: Primerica - Financial Services4.7★ (25)In Roseville
Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®5.0★ (5)In Roseville
Edward Jones - Financial Advisor: Gary Kneifl5.0★ (3)In Roseville
Edward Jones - Financial Advisor: Robert A Gustavis II, CEPA®|RICP®5.0★ (3)In Roseville
Ilja Tscherenkow: Primerica - Financial Services5.0★ (4)In Roseville
Inna Hushtyuk: Primerica - Financial Services5.0★ (3)In Roseville
Lily Zubku: Primerica - Financial Services5.0★ (2)In Roseville
Mehrnoosh Torki: Primerica - Financial Services5.0★ (2)In Roseville
Roosevelt Kirby: Primerica - Financial Services5.0★ (4)In Roseville
Thrive Stewardship Financial Advisors, Inc.4.5★ (8)In Roseville
Tridea Advisors3.0★ (2)In Roseville
Up Capital Management, Inc5.0★ (16)In Roseville
Wells Fargo Advisors2.7★ (3)In Roseville
Yana Sytay: Primerica - Financial Services5.0★ (2)In Roseville

How we ranked Roseville financial planners

We scored 143 Roseville financial planners 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 Roseville 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Roseville: frequently asked questions

Which financial planner has the highest RFA Score in Roseville?

By RFA Score, the highest-ranked financial planner in Roseville, CA is Bangerter Financial Strategies, Inc. with an RFA Score of 73/100. It has 5.0★ from 108 Google reviews. Allworth Financial (#2) and My Secure Advantage, Inc. (#3) follow. We ranked 143 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Roseville?

RankedFinancialAdvisors ranks 143 financial planners serving Roseville, CA. 30 of them are based in Roseville; 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 planners in Roseville work on weekends?

22 of 143 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#4) and Patelco Credit Union Roseville (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Roseville financial planners have?

The median Google rating among 143 rated financial planners in Roseville is 4.5★, with a median of 13 reviews. Bank of America Financial Center has the most, 207 reviews, and ranks #39. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Roseville count in this ranking?

Yes, if they are within 25 mi of the Roseville city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Roseville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Roseville 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 planners 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 Roseville

  1. November 2026: RFA Scores recalculated for 143 financial planners serving Roseville.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Roseville pages