Financial advisers in Santa Rosa, CA
5 registered investment adviser firms in Santa Rosa managing $1.6B in assets, based on public SEC Form ADV filings.
Jdh Wealth Management, LLC
Santa Rosa, CA · Est. 2015
Local
- AUM
- $495M
- Per adviser
- $247M
- Advisers
- 2
No reported disclosures
Core Wealth Partners LLC
Santa Rosa, CA · Est. 2022
RegionalInternational
- AUM
- $393M
- Per adviser
- $79M
- Advisers
- 5
No reported disclosures
Sonoma Allocations
Santa Rosa, CA · Est. 2025
Local
- AUM
- $350M
- Per adviser
- $117M
- Advisers
- 3
No reported disclosures
Madson Wealth Advisors INC.
Santa Rosa, CA · Est. 2026
LocalInternational
- AUM
- $209M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures
Enspire Wealth Management, LLC
Santa Rosa, CA · Est. 2023
Local
- AUM
- $119M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures