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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

LONE PEAK ASSET MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
FMB RETIREMENT SERVICES
FMB WEALTH MANAGEMENT
LPL FINANCIAL LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
CARMANDALIAN FINANCIAL GROUP, LLC
YAZDANYAR, MEHRNOUSH
MORGAN STANLEY
IP FINANCIAL ADVISORY SERVICES LLC
OSAIC WEALTH, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC

Investors

WALTER FREDERICK SCHWARZ
JOHN LAMAR NIELSEN
Andrew Jakob Miller
JAKE L BERMAN
DAVID RAY HOWERTON
DEBRA ANNETTE FIELDS
GRANT E BLINDBURY
JEREMY JAMES FIELDS
Brandon Michael Berges
DANIEL LAURENCE MOCK
ALAN DAVID LITVAK
GERALD IRA CLEBANOFF
CHRIS CHARLES DUMFORD
BRIAN KAMHUNG LEE
LAWRENCE OTIS MYERS
ARKADY MILGRAM
Kenisha Amar
Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN
ROBERT JAMES KATCH
ALAN SCOTT HOPKINS
BERTHA VALENTINE
David J Eagle
PAUL EDWARD BARTSCHI
Brice Redmond
MATTHEW B HERRON
ROBERT E CLARK
SASAN NIKOOMANESH
CHASE FOLLMER
Jason Scott Leibovitch
Dhaval Patel
Faten Khoder
Awanti M Desai
Spencer D Williams
Linda Mead
MARTIN WASCHITZ
Eyal Yaffe
MICHAEL J MCGOVERN
ANTHONY Jorge CONSIGLIO
Adam PAUL Hammer
ROBERT JAMES EAST
Miregi O Huma
DANIELLE Nicole SHELTON
JOEL CHRISTOPHER BARKER
KATAYOON BAHADORANI
JORDAN S SWIFT
BRENDAN J LYNCH
BREANNA GEORGIA MENAGER
Scotland Garapedian
Spencer Griffith
Ryan Cagle
ADAM JAMES BEDROSSIAN
Melissa Lou Shapiro
Adam Michael Brown
Jean-Carlos Baez
Michael A Cerniga
DILLON JAMES CASE
Thomas Brusca
Bobbie Fujihara Hanley
Tatiana Bustamante-Rodriguez
Joseph Alexander Centurioni
DANE M JOHNSON
MARY ELIZABETH STRONG
Charles Spencer Gould
Omid Sasson
Darren S Schwartz
Kristen Lopez
HO SUNG BYUN
Bryon W Smith
STEVEN MICHAEL BLOCK
GAYANE GRIGORYAN
JORDAN ASHER SHAPIRO
Andrea Rivera
Jose Augusto Barrera
Jaime Francisco Aguilera
Zachary Anargiros Frangos
DIANA SANTANA
LANCE EDWARD MARCUS
MELISSA J RUIZ
Abigail Alexandra Shek
Samuel Trevor Showery
Cynthia Montgomery Georghiou
Sadegh Farhadi
Robert Harold Little
JEFFREY RANSENBERG
STEVEN CARMANDALIAN
MEHRNOUSH YAZDANYAR
STEPHANIE NICHOLE HARTMIRE
BRYAN NICHOLAS MOUNTAIN
ANTHONY THOMAS CULAZZO
SPENCER NATHAN TORGAN
Jennifer Marie Alewel
Derek B Moore
carlos hector garcia
Stephanie Dawn Krueger
Kseniya Tsipis
Ryan S Parker
RICHARD SCOTT FELDSTEIN
ELISA ANN DECKER
STEVE J MALOUF
P DARIUS RAULINAITIS
SYLVIA F RODRIGUEZ
LAURA MARIE RAULINAITIS
DONNA LYNN HERME
ALISA MARIE STEARNS
PHILIP JAMES BYRNE
Michael Curtis Cameron
MICHAEL N BURKE
MARLEY WONG
SETH ALAN HAYE
ELIZABETH AMALIA TOSCAN
CLINTON WAYNE SPIVEY
ONICA G CALDERON
David Ray
Armen C Doyan
Kevin Bernard Fusco
KATHRYN Mary DUBOIS
Taylor Beth Cutcliff
Adagio Cisneros
Duncan Edward Macondal Hizzey
Brandon D Fraye
JUSTIN T CONANT
Tyler B Davis
Drew C Dieffenbach
JAMES L MILLS
DAVID S NORTON
CHRISTOPHER GEORGE VENUTI
BRIAN MARK KRUEGER
WEBER S WANG
JANIELLE A SWAYNE
JEFF D ANTONIOTTI
ALAN BRUCE SOLURSH
ERIC BLAINE WILTFANG
GREG A GUTFLEISCH
CHARLOTTE M LOWE
Jennifer A Duarte
Anastasia Ciudinovschih
GRISELDA ROMERO HERNANDEZ
Michael Chase Shelley
Dylan J Venuti
MARK J DRABKIN
EDWARD JAY BOUDREAU
ROBERT LEWIS JOHNSON
JOHN MARTIN HOISCH
LAWRENCE JAY SOLOMON
DARYL HISAO KIBOTA
MICHAEL M DARLEY
GREGORY ROBERT SAIN
Justin Woo Young Lee
ROBERT GLENN JACOBS
Mark Curtis Walter
SHAWN MATHEW WARREN
RYAN JAMES BADGER
MATTHEW RYAN MCGRAW
JEFFREY J CARTER
NICHOLAS HARRISON AMODIO
Nicholis Bowser

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