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Best Financial Planners in Roseville, California

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Claimed listings first, then by BizScore. How we score

3Financial Planners scored in Roseville
58Average BizScore
74Top BizScore
33%AI Visibility 50 or higher
70Average SEO score
5.0Average Google rating (3 rated)

Top Financial Planners in Roseville

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Showing 1-3 of 3 Financial Planners listings in Roseville, CA · page 1 of 1

#1Monolith Financial Group

4.9 Google rating

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Monolith Financial Group website

Score breakdown

AI Visibility63
AI Ready57
SEO89
Freshness100
  • Financial Planner
  • Roseville, California
  • (916) 367-6430
  • monolithfinancial.com

Monolith Financial Group is a Financial Planner in Roseville, CA, located at 3000 Lava Ridge Ct STE 120. The firm provides comprehensive financial planning and wealth management services to individuals and families in the greater Sacramento area, with a...

Category rank by BizScore: #2 of 20 Financial Planner listings in RosevilleScores updated Oct 28, 2026

#2Pacific Financial Partners

5.0 Google rating

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Pacific Financial Partners website

Score breakdown

AI Visibility40
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Roseville, California
  • (916) 769-5072
  • pacificfinancialpartners.com

Pacific Financial Partners is a Financial Planner in Roseville, CA. The firm assists individuals, families, and business owners with investment strategies, retirement planning, and insurance solutions. Services include managing individual and business...

Category rank by BizScore: #11 of 20 Financial Planner listings in RosevilleScores updated Jun 17, 2026

#3Money Bridge: Wealth & Income Planning

5.0 Google rating

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Money Bridge: Wealth & Income Planning website

Score breakdown

AI Visibility41
AI Ready-
SEO47
Freshness-
  • Financial Planner
  • Roseville, California
  • (888) 608-5151
  • moneybridge.com
Category rank by BizScore: #17 of 20 Financial Planner listings in RosevilleScores updated Jun 7, 2026
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What the Data Shows for Financial Planners in Roseville

33% of the 3 financial planners we measured in Roseville reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 48, compared with an average SEO score of 70.

The average Google rating across 3 rated financial planners is 5.0.

None of the 3 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 3 financial planners in Roseville, California by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Roseville ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Roseville, California does BizScoreAI track?

3 financial planners in Roseville currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 74.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 33% of measured financial planners in Roseville score 50 or higher.

Is being listed free?

Yes. Every financial planner in Roseville is listed and scored for free, and claiming a listing is free too.