Rialytix insights

Top RIA Firms in Roseville, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Roseville, California. This hub covers 11 matching firms with $3.4B in total reported AUM and median AUM of $202.4M.

Firms

Matching current profiles

Total AUM

$3.4B

Reported regulatory AUM

Median AUM

$202.4M

Across firms with AUM

Largest firm

$1.5B

Capital Planning Advisors LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Capital Planning Advisors LLC CRD 170266 · Limited Liability Company	ROSEVILLE, CA	$1.5B Mar 2026	+$124.3M+9.0%	+$515.0M+52.2%	+$567.5M+60.8%	—	-2 employees-16.7% over 3Y	+217 accounts+21.8% over 3Y
2. Bulman Wealth Group CRD 313552 · Corporation	ROSEVILLE, CA	$283.0M Feb 2026	+$134.8M+90.9%	+$171.2M+153.1%	—	+$174.8M+161.6%	+13 employees+650.0% over 3Y	+263 accounts+29.9% over 3Y
3. Sterling Retirement Group Of Sacramento CRD 168397 · Corporation	ROSEVILLE, CA	$253.0M Mar 2026	+$76.0M+42.9%	—	—	+$141.0M+125.9%	+1 employees+33.3% over 1Y	-74 accounts-6.6% over 1Y
4. We Alliance Wealth Advisors, INC. CRD 175405 · Corporation	ROSEVILLE, CA	$233.1M Mar 2026	+$26.5M+12.8%	+$36.5M+18.6%	+$77.5M+49.8%	+$122.6M+111.0%	+2 employees+28.6% over 3Y	+5 accounts+1.9% over 3Y
5. Pinnacle Wealth Management, LLC CRD 315578 · Limited Liability Company	ROSEVILLE, CA	$211.1M Feb 2026	+$29.4M+16.2%	+$51.9M+32.6%	—	—	+1 employees+25.0% over 3Y	+67 accounts+9.6% over 3Y
6. Hansen & Associates Financial Group INC. CRD 168363 · Corporation	ROSEVILLE, CA	$202.4M May 2026	-$27.3M-11.9%	+$6.2M+3.2%	—	+$86.4M+74.5%	0 employees+0.0% over 3Y	-106 accounts-9.0% over 3Y
7. Staines Financial, LLC CRD 299405 · Limited Liability Company	ROSEVILLE, CA	$168.7M Apr 2026	+$2.3M+1.4%	-$12.9M-7.1%	+$40.7M+31.8%	—	+5 employees+125.0% over 3Y	-338 accounts-99.4% over 3Y
8. Fc360 Wealth Management, INC. CRD 171788 · Corporation	ROSEVILLE, CA	$158.2M Mar 2026	+$44.7M+39.4%	+$38.0M+31.6%	+$98.6M+165.6%	+$158.0M+78210.5%	0 employees+0.0% over 3Y	+477 accounts+167.4% over 3Y
9. Dimensions Wealth Management, LLC CRD 298928 · Limited Liability Company	ROSEVILLE, CA	$152.1M Mar 2026	+$12.8M+9.2%	+$47.3M+45.2%	+$101.0M+197.6%	—	0 employees+0.0% over 3Y	+49 accounts+15.0% over 3Y
10. St. Clair Financial CRD 151251 · Limited Liability Company	ROSEVILLE, CA	$141.3M Feb 2026	—	—	—	+$22.8M+19.3%	+1 employees+100.0% over Total	-6 accounts-2.1% over Total
11. Dca Family Office, LLC CRD 322047 · Limited Liability Company	ROSEVILLE, CA	$119.9M Mar 2026	-$18.6M-13.4%	—	—	—	-2 employees-11.1% over 1Y	0 accounts+0.0% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.