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Best financial advisors in Santa Rosa, CA

Registered advisers within 25 miles of Santa Rosa, CA.

Offices
276
Firms
120
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.60M
2,602,020 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

SWAD WEALTH MANAGEMENT LLC
EAGLE STRATEGIES LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
EDWARD JONES
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
MADSON WEALTH ADVISORS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MILESTONE FINANCIAL ADVISORS
ABACUS WEALTH PARTNERS
NWF ADVISORY SERVICES INC

Investors

KEVIN ZACHARIAH SWAD
Douglas Allan
KELLY GRANT
Stephen Gardner Higgins
ERIC ALAN GIBBONEY
MATTHEW JONES FANNIN
Gabriel Alves
JOHN RAYMOND PEARSON
JACOB MICHAEL PEATY
MARK ALLAN WALSVICK
Norman William Eisley
MARTIN BRIAN BENCK
Charles Garman
Christopher Leo Arnold
YVONNE MACKENZIE MADSON
DEBORAH ANN HURWICZ
MAXWELL DAKOTA MADSON
Aleia Coate
William James Bertacco
Tim R. Moore
Julie Michelle Dunn
Meredeth Ann Bertacco
Spencer Ziemer
Drew A Skraboly
STEPHEN T VALENTINE
AARON WINER
SPENCER DAVID SHERMAN
LAUREN TAYLOR BOYES
Danielle Onesto
RUBY DELILAH LAMBRECHT
Katelynn Wiley
WILLIAM EMIL FREDRICKSON

Within 25 miles of Santa Rosa, CA, Best Investors lists 120 registered investment advisory firms with 276 offices nearby, managing about $11.6T in combined regulatory AUM across 2,602,020 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

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM