Popular Cities
24 firms listed · 23 in Santa Rosa · 7 rated 4.5+ · 4 show a license
Data verified October 21, 2026
The 24 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.
Of the 24 firms we list here, 23 are in Santa Rosa itself and 1 comes from Petaluma (15 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 21 reviews; 7 are rated 4.5 or higher. The services the firms on this page list most often on their websites are investment management (3), estate planning (2), financial planning (2) and tax planning (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 2 offer payment plans; 1 is family- or locally-owned and 2 list coupons or special offers. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 17 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
23 of the 24 firms are located in Santa Rosa. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
