Investment adviser firms in SANTA ROSA, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- CORE WEALTH PARTNERS LLCCRD 322365 · SANTA ROSA, CA$393,227,585.00Regulatory AUM · August 2026
- ENSPIRE WEALTH MANAGEMENT, LLCCRD 325723 · SANTA ROSA, CA$119,296,012.00Regulatory AUM · August 2026
- JDH WEALTH MANAGEMENT, LLCCRD 112474 · SANTA ROSA, CA$494,918,850.00Regulatory AUM · August 2026
- MADSON WEALTH ADVISORS INC.CRD 338608 · SANTA ROSA, CA$208,732,967.00Regulatory AUM · August 2026
- SONOMA ALLOCATIONS LLCCRD 335435 · SANTA ROSA, CA$350,000,000.00Regulatory AUM · August 2026