Vault-13

Managers in Roseville, CA

United States · 41 asset managers within 25 km (12 in Roseville itself) · 106 wealth managers, banks and others

RosevilleSouth San FranciscoRichmondSausalitoOaklandLarkspurSan MateoWalnut CreekNovatoNicasio
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Sacramento, CA 17 · Folsom, CA 6 · Davis, CA 3 · Granite Bay, CA 2 · El Dorado Hills, CA 2 · Rocklin, CA 1 · Loomis, CA 1 · Rancho Cordova, CA 1 · West Sacramento, CA 1 · Applegate, CA 1

Asset managers in and around Roseville

#Manager People here Assets Visa salary
1 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Roseville Robert W. Baird & Co. Inc · 9 related pages $394.1bn 42 $394.1bn
2 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Roseville PRINCIPAL GLOBAL INVESTORS, PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn 25 $427.7bn
3 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Sacramento $1.2tn 19 $1.2tn
4 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Rancho Cordova Mercer Investments LLC · 3 related pages $226.0bn 11 $226.0bn
5 EDELMAN FINANCIAL ENGINES Roseville $326.3bn 7 $326.3bn
6 DCA FAMILY OFFICE, LLC institutions · Roseville $119.9m about 7main office $119.9m
7 PRUDENTIAL FINANCIAL INC hedge funds, private equity, real estate, structured credit and 6 more · Roseville PGIM, Inc. · 22 related pages $1.1tn 5 $1.1tn
8 Jasper Ridge Partners, L.P. futures · Roseville $43.0bn 4 $43.0bn
9 PRUDENT INVESTOR ADVISORS, LLC institutions · Folsom $1.3bn about 4main office $1.3bn
10 BPM WEALTH ADVISORS, LLC institutions · Sacramento $268.3m 3 $268.3m
11 STAINES FINANCIAL, LLC Roseville $168.7m about 3main office $168.7m
12 PRIME CAPITAL FINANCIAL institutions · Roseville, Folsom $39.1bn 2 $39.1bn
13 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Sacramento $5.1bn 2 $5.1bn
14 Advisory Alpha, LLC Rocklin $4.4bn 2 $4.4bn
15 US BANCORP \DE\ mutual funds, bank or insurer · Sacramento U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 1 $427.5bn
16 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Loomis $12.9bn 1 $12.9bn
17 EVERY SECURITIES LLC institutions · Sacramento $122.7m about 1main office $122.7m
18 RCM ROBINSON CAPITAL MANAGEMENT LLC institutions · Sacramento $61.8m about 1main office $61.8m
19 AWH FINANCIAL, LLC Sacramento 1
20 DREAMS INVESTMENT SOLUTIONS Folsom about 1main office
21 California Public Employees Retirement System asset owner · Sacramento $177.4bn · visa salary $117,300 based here $177.4bn $117,3003 filings
22 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Folsom Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
23 Allworth Financial LP Folsom $23.5bn based here $23.5bn
24 Hilltop Holdings Inc. wealth, bank or insurer · Roseville HILLTOP SECURITIES INC. · 4 related pages $2.5bn office $2.5bn
25 Capital Planning Advisors, LLC Roseville $691.6m based here $691.6m
26 CENTRAL VALLEY ADVISORS, LLC Sacramento $389.9m based here $389.9m
27 Argos Wealth Advisors, LLC Sacramento $377.6m based here $377.6m
28 Boyd Wealth Management, LLC Sacramento $264.2m based here $264.2m
29 ABOUND FINANCIAL, LLC Granite Bay $250.8m based here $250.8m
30 Dynamic Wealth Strategies, LLC Granite Bay $187.8m based here $187.8m
31 Pinnacle Wealth Management, LLC Roseville $161.5m based here $161.5m
32 LWM ADVISORS INC El Dorado Hills $134.1m based here $134.1m
33 Up Capital Management, Inc. Roseville $129.2m based here $129.2m
34 Strategic Advocates LLC Sacramento $25.8m based here $25.8m
35 KW WEALTH MANAGEMENT LLC Sacramento based here
36 ANGELSDECK LLC venture · Sacramento office
37 BLUE FOREST ASSET MANAGEMENT venture · Sacramento office
38 FIREWORK FUSE MANAGEMENT HOLDINGS, LLC venture · Sacramento office
39 FIREWORK VENTURES MANAGEMENT LLC venture · Sacramento office
40 GENERATOR VENTURES venture · El Dorado Hills office
41 MONETA VENTURES, LLC venture · Folsom office

41 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.