Data / Investment advisers / California / Roseville
Investment advisers in Roseville, CA: 10 firms, $1.8 billion in AUM
10 investment advisers have their main office in Roseville, California: 10 SEC registered and 0 exempt reporting. The registered advisers report $1.8 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Bulman Wealth Group with $283 million.
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- 10Advisers
- 10SEC registered
- $1.8 billionTotal AUM
- 10Advisers over $100 million
- 1Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Bulman Wealth Group | Roseville | $283 million | 1,143 | 15 | Not listed | (916) 458-8199 | bulmanwealth.com | adviserinfo.sec.gov |
| Sterling Retirement Group of Sacramento | Roseville | $253 million | 1,050 | 4 | Not listed | (916) 724-1702 | adviserinfo.sec.gov | |
| We Alliance Wealth Advisors, Inc. | Roseville | $233.1 million | 265 | 8 | Not listed | (916) 325-0130 | weriaadvisors.com | adviserinfo.sec.gov |
| Hansen & Associates Financial Group Inc. | Roseville | $202.4 million | 1,071 | 4 | Not listed | (916) 706-1234 | adviserinfo.sec.gov | |
| Staines Financial, LLC | Roseville | $168.7 million | 2 | 9 | 2 | (916) 663-6723 | stainesfinancial.com | adviserinfo.sec.gov |
| Fc360 Wealth Management, Inc. | Roseville | $158.2 million | 762 | 1 | Not listed | (916) 379-7980 | yelp.com | adviserinfo.sec.gov |
| Dimensions Wealth Management, LLC | Roseville | $152.1 million | 375 | 2 | Not listed | (916) 330-4108 | dimensionswm.com | adviserinfo.sec.gov |
| St. Clair Financial | Roseville | $141.3 million | 282 | 2 | Not listed | (916) 780-1848 | donstclair.com | adviserinfo.sec.gov |
| Dca Family Office, LLC | Roseville | $119.9 million | 1 | 16 | Not listed | (279) 221-2144 | adviserinfo.sec.gov | |
| Lynch Financial Advisors | Roseville | $112.9 million | 442 | 3 | Not listed | (916) 772-3103 | lynchfinancialadvisors.com | adviserinfo.sec.gov |
Advisers in Roseville that manage private funds
1 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Staines Financial, LLC | Roseville | CA | 2 | Not listed | Not listed | Not listed | Not listed | $168.7 million | $168.7 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.