Find The Best Financial Advisors in Santa Rosa, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Santa Rosa is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Rosa & pick the one as per your needs

How To Find The Best Financial Advisors in Santa Rosa , California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Santa Rosa, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 3 non-vetted financial advisors in Santa Rosa, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Rosa, California have an average of 31 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Santa Rosa , California

John Cordeiro

Vintage Wealth Advisors

707-492-5100

Address

• 513 Lincoln Avenue,
  Napa, CA 94558 See Details

Connect with John

Connect with John

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

• 700 Larkspur Landing Circle,
  Suite 199,
  Larkspur, CA 94939 See Details

Connect with David

Connect with David

Edelman Financial Engines, LLC

877-208-7414

Address

• 2175 North California Boulevard,
  Suite 800,
  Walnut Creek, CA 94596 See Details
• 9245 Laguna Springs Drive,
  Suite 200,
  Elk Grove, CA 95758 See Details

Connect with Edelman

Connect with Edelman

Top Financial Advisor Firms in Santa Rosa, California(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ELEVATION WEALTH PARTNERS, LLC 3562 Round Barn Cir, Suite 300 Santa Rosa, CA, 95403	123971	$485,099,117	825	A percentage of AUM
JDH WEALTH MANAGEMENT, LLC 181 Concourse Boulevard, Suite A Santa Rosa, CA, 95403	112474	$483,147,248	405	A percentage of AUM, Hourly charges, Fixed fees
CORE WEALTH PARTNERS LLC 576 B Street, Suite 2g Santa Rosa, CA, 95401	322365	$283,966,935	748	A percentage of AUM

Select other cities around Santa Rosa, California to broaden your search for a financial advisor

• Financial Advisors in Carlsbad, California
• Financial Advisors in Concord, California
• Financial Advisors in El Segundo, California
• Financial Advisors in Elk Grove, California
• Financial Advisors in Irvine, California
• Financial Advisors in Laguna Niguel, California
• Financial Advisors in Larkspur, California
• Financial Advisors in Napa, California
• Financial Advisors in Pasadena, California
• Financial Advisors in Roseville, California
• Financial Advisors in San Clemente, California
• Financial Advisors in San Diego, California
• Financial Advisors in Seal Beach, California
• Financial Advisors in Thousand Oaks, California
• Financial Advisors in Walnut Creek, California
• Financial Advisors in Woodland Hills, California

Frequently Asked Questions