Top financial advisors in Sonoma, CA
We’ve curated a list of the best financial advisors in Sonoma, take a look at it below
Find an advisor in Sonoma| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $670,714,000 | 19 advisors | ||
| 2 | $349,440,799 | 8 advisors | ||
| 3 | $32,525,925 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Sonoma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sonoma. 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.
Sonoma Wealth Advisors
Sonoma Wealth Advisors is a financial advisory firm based in Sonoma, California. It currently has approximately $670,714,000 of assets under management and employs about 19 people. Sonoma Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$670,714,000
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117411
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Sonoma Brands Capital
Sonoma Brands Capital is a financial advisory firm based in Sonoma, California. It currently has approximately $349,440,799 of assets under management and employs about 8 people. Sonoma Brands Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$349,440,799
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-119128
Services offered
Portfolio Management For Pooled Investment Vehicles
The Delta Group
The Delta Group is a financial advisory firm based in Sonoma, California. It currently has approximately $32,525,925 of assets under management and employs about 2 people. The Delta Group uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$32,525,925
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-21129
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.