Investment advisers in Santa Rosa, CA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Jdh Wealth Management, LLC | $494.9 million | 2 | 0 |
| Core Wealth Partners LLC | $393.2 million | 5 | 0 |
| Sonoma Allocations | $350.0 million | 4 | 0 |
| Madson Wealth Advisors Inc. | $208.7 million | 3 | 0 |
| Enspire Wealth Management, LLC | $119.3 million | 3 | 0 |
| Swad Wealth Management LLC | $111.1 million | 2 | 0 |