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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

MORGAN STANLEY
STRATOS WEALTH ADVISORS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
ALIGN INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
VILLAGE WEALTH ADVISORS
INFLECTION RETIREMENT SERVICES
VENADO INVESTMENT ADVISORS LLC
LUPU FINANCIAL
ETF PORTFOLIO MANAGEMENT LLC
REGAL INVESTMENT ADVISORS LLC
ONE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
TOTAL WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Brandon J Butler
AURA LEWANNA CARMI
KATE ELLEN SWEETMAN
DANIEL THOMAS KHOURY
NICHOLAS SONDGEROTH
ROBERT ELLIOTT MUMMEY
KENDYL LYNN ROUNDTREE
CHANGQIN C. YOU
Peter Michael Gould
Alice Rieckmann
Christian Gomez
Chase M. Walian
Matthew R. Miles
ORIN ALAN WINICK
JACOB FURLOW
Natalie Krouth
Eva Rhodes
Andrew M. Nakagawa
DENNIS MICHAEL CLAPP
Sean Morreale
SEAN TRACY WISER
Thomas Christopoulos
Kyle P. Bobo
Brandon David Perdue
Michael Grosslight
Cory Colgan
ADAM RICHARD JOHNSON
MUSTAFA BHOLA
Patrick Erhart
Sean Laverty
Suranga Ganewatte
Michael Carner
Dilun Wu Cross
Noah Loimata Evaga
Katarina Ivanovich Kern
William H Lyman
Erik Sahakian
Elmira Lavi
Gregory Robert Shamoon
JONATHAN STEVEN HERSON
ANDREW DAVID LOWENSTEIN
Jacob Samuel Kester
SELWYN SAMUEL HERSON
JON Westfall COURTNEY
NAYIVI VERONICA VELEZ
ANDREW STEVEN BROOKS
Jamie Nyx Lovin
Jeffrey B Stoltey
GREGORY MARTIN TOPPE
FRANK J LUPU
DAVID SETH KREINCES
DON ROSS MARTIN
LAURA KATHLEEN ZIMMERMAN
DANIEL JOSE MEDINA
JOHN LEONARD GRACE
ANTHONY JOSEPH MARTINEZ
JOHN STEPHEN JANIOS
BRANDON M BERMAN
Keith Gray
Nicholas Giannakopoulos
Joseph Jordan Migdol
JACOB MAURICE FERRY
Ivan Tokarev
Jon Raymond Dahlstrum
DAVID TREJO

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