Top Picks · Santa Rosa
Best Financial Advisors in Santa Rosa, CA
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As of June 2026, RatingsNearMe ranks 18 financial advisors in Santa Rosa, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Paladin Fiduciary Services LLC with a 4.8-star rating from 18 Google reviews and an RNM Score of 71/100. Also in the top tier: Edward Jones - Financial Advisor: Matthew Walls, CFP®|AWMA® and Kobrin Financial & Insurance Services. The average rating across all listed financial advisors in Santa Rosa is 4.9 stars from 5 reviews per business on average.
Financial advisors in Santa Rosa typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Santa Rosa, CA is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services. Consumers should research local advisors' credentials, services, and fees when seeking financial guidance.
- ✓Santa Rosa, CA has a range of financial advisors to choose from
- ✓Advisors offer investment management, retirement planning, and other wealth management services
- ✓Consumers should research an advisor's credentials, services, and fees before selecting one
How to Choose a Financial Advisor in Santa Rosa
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) certification
- • Fiduciary duty to act in your best interest
- • Experience working with clients in your life stage and financial situation
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your educational and professional background?
- • How long have you been advising clients?
- • How are you compensated, and do you have any conflicts of interest?
- • Can you provide references from current clients?
Red flags
- ⚠ Pushes proprietary investment products or insurance
- ⚠ Unwilling to provide full disclosure of fees and costs
- ⚠ Lacks clear communication or seems evasive in responses
In California, financial advisors must be registered with the state Department of Financial Protection and Innovation and hold appropriate securities and insurance licenses. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
5
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Santa Rosa, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Paladin Fiduciary Services LLC6570 Oakmont Dr #100B, Santa Rosa, CA 95409, USA | 4.8★ | 18 |
| #2 | Edward Jones - Financial Advisor: Matthew Walls, CFP®|AWMA®3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403, USA | 5.0★ | 13 |
| #3 | Kobrin Financial & Insurance Services4849 Old Redwood Hwy, Santa Rosa, CA 95403, USA | 5.0★ | 10 |
| #4 | Sonoma County Wealth Advisors884 3rd St Suite A, Santa Rosa, CA 95404, USA | 5.0★ | 6 |
| #5 | Morgan Stanley Financial Advisors3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, USA | 5.0★ | 3 |
| #6 | Avior Wealth Management, LLC2880 Cleveland Ave STE 2, Santa Rosa, CA 95403, USA | 5.0★ | 2 |
| #7 | Focus Partners Wealth3550 Round Barn Blvd #212, Santa Rosa, CA 95403, USA | 5.0★ | 1 |
| #8 | Arrow Point Wealth Management1011 2nd St #100, Santa Rosa, CA 95404, USA | 5.0★ | 9 |
| #9 | Censia Wealth Advisors5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™|CSRIC®1151 Yulupa Ave, Santa Rosa, CA 95405, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Santa Rosa
884 3rd St Suite A, Santa Rosa, CA 95404, USA
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, USA
2880 Cleveland Ave STE 2, Santa Rosa, CA 95403, USA
3550 Round Barn Blvd #212, Santa Rosa, CA 95403, USA
1011 2nd St #100, Santa Rosa, CA 95404, USA
5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403, USA
1151 Yulupa Ave, Santa Rosa, CA 95405, USA
1625 Terrace Way Suite B, Santa Rosa, CA 95404, USA
825 CA-116 #5, Sebastopol, CA 95472, USA
800 Mendocino Ave Suite 3, Santa Rosa, CA 95401, USA
90 S E St Ground Floor, Santa Rosa, CA 95404, USA
1120 College Ave, Santa Rosa, CA 95404, USA
1410 Neotomas Ave #106, Santa Rosa, CA 95405, USA
3554 Round Barn Blvd # 204, Santa Rosa, CA 95403, USA
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Financial Advisors in Santa Rosa, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Paladin Fiduciary Services LLC | 71/100 | 4.8 ★ | 18 |
| 2 | Edward Jones - Financial Advisor: Matthew Walls, CFP®|AWMA® | 73/100 | 5.0 ★ | 13 |
| 3 | Kobrin Financial & Insurance Services | 71/100 | 5.0 ★ | 10 |
| 4 | Sonoma County Wealth Advisors | 69/100 | 5.0 ★ | 6 |
| 5 | Morgan Stanley Financial Advisors | 66/100 | 5.0 ★ | 3 |
| 6 | Avior Wealth Management, LLC | 64/100 | 5.0 ★ | 2 |
| 7 | Focus Partners Wealth | 62/100 | 5.0 ★ | 1 |
| 8 | Arrow Point Wealth Management | 71/100 | 5.0 ★ | 9 |
| 9 | Censia Wealth Advisors | 66/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™|CSRIC® | 69/100 | 5.0 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Santa Rosa
What is a fiduciary financial advisor and why does it matter in Santa Rosa?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Santa Rosa, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Santa Rosa?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
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