Firms by city
Registered investment advisers in Santa Rosa, CA
6 SEC-registered advisers headquartered in Santa Rosa, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| JDH Wealth Management | Santa Rosa, CA | $495M |
| Core Wealth Partners | Santa Rosa, CA | $393M |
| Sonoma Allocations | Santa Rosa, CA | $350M |
| Madson Wealth Advisors | Santa Rosa, CA | $209M |
| Enspire Wealth Management | Santa Rosa, CA | $119M |
| Swad Wealth Management | Santa Rosa, CA | $111M |
- Headquarters
- Santa Rosa, CA
- Regulatory AUM
- $495M
- Headquarters
- Santa Rosa, CA
- Regulatory AUM
- $393M
- Headquarters
- Santa Rosa, CA
- Regulatory AUM
- $350M
- Headquarters
- Santa Rosa, CA
- Regulatory AUM
- $209M
- Headquarters
- Santa Rosa, CA
- Regulatory AUM
- $119M
- Headquarters
- Santa Rosa, CA
- Regulatory AUM
- $111M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Santa Rosa on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.