Top financial advisors in Rocklin, CA
We’ve curated a list of the best financial advisors in Rocklin, take a look at it below
Find an advisor in Rocklin| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $986,399,155 | 8 advisors | ||
| 2 | $73,788,744 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Rocklin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rocklin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Roseman Wagner Wealth Management
Roseman Wagner Wealth Management is a financial advisory firm based in Rocklin, California. It currently has approximately $986,399,155 of assets under management and employs about 8 people. Roseman Wagner Wealth Management uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$986,399,155
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-69561
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pedicord Wealth Management, LLC
Pedicord Wealth Management, LLC is a financial advisory firm based in Rocklin, California. It currently has approximately $73,788,744 of assets under management and employs about 2 people. Pedicord Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$73,788,744
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-121740
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.