Best Financial Advisors in SANTA ROSA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SANTA ROSA
JDH WEALTH MANAGEMENT, LLC
SANTA ROSA, CA · Since 2015
SONOMA ALLOCATIONS
SANTA ROSA, CA · Since 2025
CORE WEALTH PARTNERS LLC
SANTA ROSA, CA · Since 2022
ENSPIRE WEALTH MANAGEMENT, LLC
SANTA ROSA, CA · Since 2023
MADSON WEALTH ADVISORS INC.
SANTA ROSA, CA · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SANTA ROSA?
The median advisory fee in SANTA ROSA, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.