Kobrin Financial & Insurance Services
“Dylon practically held my hand pulling all the paperwork together and making phone calls for me while handling all the details of what I felt were complex and overwhelming transactions.”
Best Financial Advisors in Santa Rosa, CA
20 firms listed · all 20 in Santa Rosa · 9 rated 4.5+ · 4 show a license
Data verified November 2, 2026
Avior Wealth Management
“David really put our family at ease during a difficult time and I'm very pleased.”
Tweeten Eldercare Advisors
“Super positive and helpful in finding a place for my mother I can't thank you a enough for the kindness and helpfulness of showing us what was available in our nearby area.”
Censia Wealth Advisors
“We have been with them since 2017 and will not be going anywhere else.”
Sonoma County Wealth Advisors
“They take the time to really understand my goals and explains everything clearly so I feel confident in the decisions I'm making.”
Scarbrough Financial Group
The 20 firms listed for Santa Rosa, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Santa Rosa, CA
All 20 firms we list here are in Santa Rosa itself. We have 24 firms in Santa Rosa on file; this page shows the highest-rated 20. 9 of the firms on this page have a rating, and all of them are rated 5.0, across 38 reviews. The services the firms on this page list most often on their websites are investment management (4), financial planning (3), estate planning (2) and retirement planning (2). 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 20 of the firms on this page; all 20 publish a contact page and 16 list a public email. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Arrow Point Wealth Management
“If you're looking for a true professional who will get you the best results, look no further.”
Retirement Investment Specialists
Double Eagle Financial
GW Randall & Associates
John Pearson, CFP
Teresa Hubbard Cpa, CFP
Wealthspring
Chown Barbara Mba, CFP
Mathew P Schweifler, Financial Advisor
Vandenburg Capital Management
Enspire Wealth Management
Encore Wealth Management
Aljian Capital Management
Bell Investment Advisors
Why these companies made our list
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