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Best financial advisors in Sonoma, CA

Registered advisers within 25 miles of Sonoma, CA.

Offices
588
Firms
289
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,146,226 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC ADVISERS LLC
A.E.I. FINANCIAL GROUP
SHARDING ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
THREADLINE WEALTH
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
FOCUS PARTNERS WEALTH, LLC
BROADWING CAPITAL ADVISORS, INC.
PMB ADVISORS
EB FINANCIAL GROUP, LLC
BEACON POINTE ADVISORS, LLC
SHIRA RIDGE WEALTH MANAGEMENT

Investors

THOMAS NOWROUZI
YEISON MAZARIEGOS BARRIOS
DANIEL LEE RASMUS
JEFFREY LIMETA
GUSTAVO SANCHEZ
MARIO DIAZ
KIMBERLY EILEEN MEEK
MARK LITTLEWOOD
PAUL BAILIN
PHIL JEF WALKER
JESS PEREZ
SPENCER LEE CARROLL
JACKSON H. JOYCE
KEVIN SANTIAGO MAZARIEGOS TECUN
JOHN BENJAMIN UPCHER
ROBERT Douglas WILLIAMS
JASON GAILES
NICHOLAS SPANGLER
WINFRED LAI
CHARLES LECHNER
MATTHEW GLENN MORGAN
JON BRUCE ARDELL
MATTHEW RICHARDSON
NORA CLIFFORD
MICHAEL HOFF
MOLLY KATHARINE KELLER
NATALIE PATTERSON
KAM SHADAN
RACHEL KLASE
Eric Albert Imbuelten
Danielle Kaye Shubin
LINDA JEAN PARDINI
John Demarest
DOUGLAS JOHN WULBRECHT
Michael G. Anderson
DAVID KELLY WOOD
MICHAEL BRUCE BAGLEY
STEPHEN BYERS
JANE ALISON SCARBROUGH
KELLY ANN STROMGREN
MELISSA MARIE ALFSEN
Donielle Christina Davis
CYNTHIA L BUCKMAN
JUDITH IRENE ENOCHS
TODD M FREDIANI
SAMUEL DAVID SLAYDEN
Matthew Walls
Timothy Attridge Carroll
BRENT MICHAEL THOMAS
ROSANA RALYA
Benjamin Alan Turner
MICHAEL PIERRE INDART
KELLY DOUGLAS KANE
MORGAN SELMI
PATRICK MICHAEL BERESH
CHARLES JOSEPH RAMOS
Summer Erika Ramos
LAUREAN SUE NARDONE
Kim Irene Murphy
Christopher James South
ROBERT B TRENT
Oliver Trent
ANTHEA VICTORIA CAROLINE MAYBURY
GREGORY MORRIS BLOCK

Within 25 miles of Sonoma, CA, Best Investors lists 289 registered investment advisory firms with 588 offices nearby, managing about $14.8T in combined regulatory AUM across 3,146,226 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 Sonoma

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM