Company lists · Data refreshed September 2026

Top 19 Financial planning services based in Roseville, United States

Name: Financial planning services based in Roseville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 46 companies tracked

RevenueBase identified 46 company matches for financial planning services associated with Roseville, United States as of September 2026 and tracks 199 professional contacts across them, including 80 with verified work emails. Across the United States, New York is the largest hub for this category (379 companies); Roseville has 46.

This list covers company matches for financial planning services associated with Roseville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

46Companies

199Contacts tracked

80Verified emails

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The 19 largest financial planning services based in Roseville, United States

Ranked by team size

Top 19 of 46 company matches for financial planning services based in Roseville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SKY Insurance Brokers	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Sky Insurance Brokers is a company as unique as you are.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Protection Point Advisors	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Mission Statement: At Protection Point Advisors, our main focus is to help clients realize their full financial potential.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Capital Planning Advisors	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Family, Business & Legacy Wealth Advisors Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Summit Investment Advisors	Exact match	Roseville, MN, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “We believe financial planning should deliver confidence and clarity to those we serve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Impact Wealth Management	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “We are a full-service wealth management practice comprised of a group of deeply committed professionals who deliver exceptional guidance and a personalized client experience to a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Bright Lake Wealth Management	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “At Bright Lake, we understand retirement planning is complex and can be nerve racking.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Bulman Wealth Group	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Bulman Wealth Group serves individuals and families in Northern and Southern California, offering comprehensive financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Stovall & Associates, LTD	Exact match	Roseville, MN, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Working with individuals and closely-held businesses to help assure their financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Fc360, INC	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “As a full service advisory firm, FC360 takes a 360° approach to fiscal management by helping our clients with their total financial needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Sullivan Wealth Management Group	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We are a fiduciary wealth advisor who helps affluent individuals, high-net-worth families, and trustees organize, plan, and manage their financial lives through a highly…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Definitive Financial & Insurance Services	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Rooted in an intimate understanding of your financial objectives, our strategic process offers an organized, cost-effective, clearly-prioritized protection plan so you can achieve…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Aspire Financial Planning	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We elevate Clarity and Confidence in the financial lives of our clients by organizing the complexity of their investments, taxes, and retirement planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Natoli Wealth Management	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a boutique independent wealth management firm providing financial planning and asset management services to individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Next Step Wealth Management	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Next Step Wealth Management, we work with individuals and families who want to plan for their financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Monolith Financial Group	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Monolith Financial Group is an independent advisory firm that focuses on building a lasting, trusting relationship with every client we serve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Financial Solutions Network	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “One of the many advantages of this network is that we can offer a team-based approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Sierra Ridge Wealth Management	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Lynch Financial Advisors	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Michael Lynch, MBA, is the founder of Lynch Financial Advisors, a privately-held financial, tax and life planning company serving clients throughout California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	FOX Hill Financial & Insurance Services, INC	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “As a leading CFP® firm, we are proud to serve a select group of high-net-worth families, executives, and business owners as a trusted fiduciary.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 46 financial planning services based in Roseville, United States

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Financial planning services based in Roseville, United States at a glance

As of Sep 20, 2026

40.2%Verified-email coverage

4.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Roseville, so it is reported there. Company counts and contact totals on this page are exact for Roseville, over 46 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Roseville, United States whose business descriptions match “financial planning services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 80 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning services are there based in Roseville, United States?

RevenueBase identified 46 company matches for financial planning services associated with Roseville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

SKY Insurance Brokers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning services?

New York leads the United States with 379 company records, followed by Atlanta (249) and Houston (249). Roseville has 46.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 80 professional contacts with verified work emails tracked across these 46 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.