AdvisorGrade

Financial advisers in Sonoma, CA

2 registered investment adviser firms in Sonoma managing $1.4B in assets, based on public SEC Form ADV filings.

Fermata Advisors

Sonoma, CA · Est. 2019

Regional
Fee-based
AUM
$1.0B
Per adviser
$84M
Advisers
12

No reported disclosures

Sonoma Brands Capital

Sonoma, CA · Est. 2020

Local
Fee-only
AUM
$382M
Per adviser
$76M
Advisers
5

No reported disclosures