Find a Financial Advisor in Santa Rosa, CA

 

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We did the hard work of finding trustworthy partners in Santa Rosa, CA.

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We Only Work With The Best Santa Rosa Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Santa Rosa, CA


  • Financial Advisor Close to Santa Rosa, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Santa Rosa, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Santa Rosa, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Santa Rosa financial advisors.
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How Retirement-Friendly is Santa Rosa, CA?

  • Population: 179,701
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $545,100
  • Average Monthly Housing Cost: $1,678
  • Average Household Income: $96,786
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Santa Rosa, CA

 

ALJIAN CAPITAL MANAGEMENT

Website

(707) 230-2158

3550 Round Barn Blvd.
Suite 208
Santa Rosa, CA 95403

SEC#: 801-78416
Years in Business: 8 years

TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

Website

(707) 523-1111

917 Mendocino Ave

Santa Rosa, CA 95401

SEC#: 801-112813
Years in Business: 3 years

JDH WEALTH MANAGEMENT, LLC

Website

(707) 542-1110

181 Concourse Boulevard
Suite A
Santa Rosa, CA 95403

SEC#: 801-96201
Years in Business: 6 years

ZRC WEALTH MANAGEMENT, LLC

Website

(707) 524-6131

3510 Unocal Place
Suite 350
Santa Rosa, CA 95403

SEC#: 801-81152
Years in Business: 6 years

EPOCH CONSULTING GROUP

Website

(707) 524-5800

2455 Bennett Valley Road, Suite B115

Santa Rosa, CA 95404

SEC#: 801-63518
Years in Business: 17 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(707) 284-4297

884 Third Street
Suite A
Santa Rosa, CA 95404

SEC#: 801-107913
Years in Business: 5 years

PFG INVESTMENTS, LLC

Website

(707) 575-1280

575 West College Ave., Suite 103

Santa Rosa, CA 95401

SEC#: 801-77166
Years in Business: 8 years

WEDBUSH SECURITIES INC.

Website

(707) 521-2280

2455 Bennett Valley Rd
Ste C 218
Santa Rosa, CA 95404

SEC#: 801-6358
Years in Business: 51 years

PFG INVESTMENTS, LLC

Website

(707) 575-1280

575 West College Ave., Suite 103

Santa Rosa, CA 95401

SEC#: 801-77166
Years in Business: 8 years

 


Santa Rosa, CA Financial Advisor FAQs

You should be looking for someone who has a strong educational background in finance and economics, an appropriate level of professional experience for their age, an understanding of your particular investment goals and risk tolerance, and sufficient time to dedicate to your case.
A professional financial advisor puts his or her clients’ needs and desires before their own. They know that they can recommend the best possible major banking institution, mutual fund, and home lending institution for each client to suit any lifestyle and budget constraints
Financial advisors get their pay in one or two ways. The first is through the commissions they collect when they recommend certain funds to their clients. The second, and less common way of getting paid, is through receiving a percentage of the client's assets under management.
Through networking, the best way to find a financial advisor is through friends and family. However, if these resources are unavailable, try searching Google for “Best Financial Advisor” or “Top Financial Advisor” in order to start narrowing down your options.