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Best financial advisors in Santa Rosa Valley, CA

Registered advisers within 25 miles of Santa Rosa Valley, CA.

Offices
610
Firms
245
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,002,258 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

BRIGHTPATH WEALTH PLANNING, LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
MUTUAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
EDWARD JONES
SUMMIT WEALTH MANAGEMENT GROUP, INC.
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

ROBERT WESSLEY NAPP
PETER PAUL KOZAK
COLIN ROBERT KILPATRICK
MIKE ROBERT KILPATRICK
AARON T JASPER
DANIEL ANTONIO DOMINGUEZ
EDDIE BENJAMIN RIVERA
Ellen Kathia Shearin
NICHOLAS ARTHUR DAMIANI
RANDAL ROY CARSON
MITCHELL CRAIG VOSS
YUNG YI
TERRY DUHAMEL
Christopher B Bannon
Scott E Watters
NEIL JAMES WESTERMAN
GERALD JOSEPH ZINS
KAREN LESLIE JONES
CHRISTINA Faye ZINS
Jeffrey Matthew Sardo
SHRUTI SHERRIE KOHLI
Thomas Joseph Cronley
JOHN THOMAS BOWERS
Andrew Charles Grieder
Ryan Frederic Disselhorst
Ian Barrett Travanti Brown
SHERITH LUNDRING SQUIRES
ERIK KARSTEN LUNDRING
Skyler Loraine Lundring
LYNN KARSTEN LUNDRING
Laura Alejandra Arrona
ROBERT HARRY WALCZUK
Brenda JEANETTE GUZMAN
JENNIFER MEYER BROWN
Tyson Lundring
DAVID BRADLEY HOOKS
BRENT DAVID JOHNSON
JEFFREY DAVID WRIGHT
Sandra Matson
Chelsea Leigh Henriod
Sarah Shirazi Reznick
MARK EDWARD RONCORONI
ELAD GAD GOREN
KEVIN MICHAEL TOLSMA
JACK DVIR
STEPHEN RENDEN THOMAS
GREGORY F LAMP
SHAWN JOSEPH CORKERY

Within 25 miles of Santa Rosa Valley, CA, Best Investors lists 245 registered investment advisory firms with 610 offices nearby, managing about $15.4T in combined regulatory AUM across 3,002,258 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Santa Rosa Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM