#1Dimensions Wealth Management, LLC
DIMENSIONS WEALTH MANAGEMENT, LLC
Based in Roseville, CA
Retirement Plan Advisors in Roseville, CA
The top-ranked retirement plan advisors serving Roseville, CA are Dimensions Wealth Management, LLC, Up Capital Management, Inc. and Tidwell Wealth Management LLC. We list 33 retirement plan advisors serving Roseville, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Roseville, CA (Placer County). 33 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Roseville
#2Up Capital Management, Inc.
UP CAPITAL MANAGEMENT, INC.Serves this area from Roseville, CA (2 mi)#3Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLCServes this area from Rocklin, CA (3 mi)#4Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYServes this area from Granite Bay, CA (5 mi)#5Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTServes this area from Granite Bay, CA (7 mi)#6Spectrum Wealth Advisory Group, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLCServes this area from Granite Bay, CA (7 mi)#7Prudent Investor Advisors, LLC
PRUDENT INVESTOR ADVISORS, LLCServes this area from Folsom, CA (11 mi)#8Three Oaks Wealth
THREE OAKS CAPITAL MANAGEMENT, LLCServes this area from Gold River, CA (11 mi)#9Adams Ashby Financial Advisors
AF ADVISORS, INC.Serves this area from Arden-Arcade, CA (12 mi)#10Allworth Financial, L.P.
ALLWORTH FINANCIAL, L.P.Serves this area from Folsom, CA (12 mi)
20 more providers serving this area
- Gasber Financial Advisors, Inc, Folsom, CA (12 mi)
- Riverpath Investments LLC, Folsom, CA (12 mi)
- Boyd Wealth Management, LLC, Sacramento, CA (13 mi)
- True Wave Financial Planners, Sacramento, CA (13 mi)
- Twin Rivers Wealth Management, Sacramento, CA (14 mi)
- Decamilla Capital Management LLC, Sacramento, CA (16 mi)
- Vantage Financial Group, Auburn, CA (16 mi)
- Bridgeview Capital Advisors, Inc., El Dorado Hills, CA (16 mi)
- Ifc, Auburn, CA (16 mi)
- Statheros Financial Solutions, Inc., El Dorado Hills, CA (18 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (25 mi)
- Wealthguard Advisors, Inc., Placerville, CA (28 mi)
- Palisade Investments, LLC, Zephyr Cove, NV (75 mi)
- Alaethes Wealth, LLC, NV
- Rubey & Rust Capital Management, LLC, Incline Village, NV (82 mi)
- Powerhouse Financial Advisors, Inc., Minden, NV (84 mi)
- Aljian Capital Management, Carson City, NV (88 mi)
- Open Window Financial Solutions, Ltd., Reno, NV (93 mi)
- American Wealth Management, Reno, NV (95 mi)
- Belpointe Asset Management LLC, Reno, NV (95 mi)
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Frequently asked questions
How many retirement plan advisors serve Roseville?
We list 33 retirement plan advisors serving Roseville, CA: 1 based there and 32 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Roseville?
The top-ranked retirement plan advisors serving Roseville, CA are Dimensions Wealth Management, LLC, Up Capital Management, Inc., Tidwell Wealth Management LLC, Onesource Wealth Management and Parkshore Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Roseville are verified against official records?
10 of the top 10 match an active official record: Dimensions Wealth Management, LLC (U.S. Securities and Exchange Commission), Up Capital Management, Inc. (U.S. Securities and Exchange Commission), Tidwell Wealth Management LLC (U.S. Securities and Exchange Commission), Onesource Wealth Management (U.S. Securities and Exchange Commission) and Parkshore Wealth Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .