Top financial advisors in Santa Rosa, CA
We’ve curated a list of the best financial advisors in Santa Rosa, take a look at it below
Find an advisor in Santa Rosa| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $426,343,627 | 9 advisors | ||
| 2 | $326,837,971 | 3 advisors | ||
| 3 | $286,041,386 | 3 advisors | ||
| 4 | $221,074,154 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Santa Rosa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Santa Rosa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Zrc Wealth Management, LLC
Zrc Wealth Management, LLC is a financial advisory firm based in Santa Rosa, California. It currently has approximately $426,343,627 of assets under management and employs about 9 people. Zrc Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$426,343,627
Headcount
9 advisors
Fee structure
A percentage of assets under your management
SEC number
801-81152
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Aljian Capital Management
Aljian Capital Management is a financial advisory firm based in Santa Rosa, California. It currently has approximately $326,837,971 of assets under management and employs about 3 people. Aljian Capital Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$326,837,971
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-78416
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Jdh Wealth Management, LLC
Jdh Wealth Management, LLC is a financial advisory firm based in Santa Rosa, California. It currently has approximately $286,041,386 of assets under management and employs about 3 people. Jdh Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$286,041,386
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-96201
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Core Wealth Partners LLC
Core Wealth Partners LLC is a financial advisory firm based in Santa Rosa, California. It currently has approximately $221,074,154 of assets under management and employs about 4 people. Core Wealth Partners LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$221,074,154
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-126601
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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