Same Day · Santa Rosa
Same-Day Financial Advisors in Santa Rosa, CA
Can't wait a week? These financial advisors in Santa Rosa offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Santa Rosa, CA by verified customer ratings and review volume. The highest-rated is Paladin Fiduciary Services LLC with a 4.8-star rating from 18 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
5
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Paladin Fiduciary Services LLC
6570 Oakmont Dr #100B, Santa Rosa, CA 95409, USA
Edward Jones - Financial Advisor: Matthew Walls, CFP®|AWMA®
3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403, USA
Kobrin Financial & Insurance Services
4849 Old Redwood Hwy, Santa Rosa, CA 95403, USA
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
Sonoma County Wealth Advisors
884 3rd St Suite A, Santa Rosa, CA 95404, USA
Morgan Stanley Financial Advisors
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, USA
Avior Wealth Management, LLC
2880 Cleveland Ave STE 2, Santa Rosa, CA 95403, USA
Focus Partners Wealth
3550 Round Barn Blvd #212, Santa Rosa, CA 95403, USA
Arrow Point Wealth Management
1011 2nd St #100, Santa Rosa, CA 95404, USA
Censia Wealth Advisors
5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403, USA
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
Edward Jones - Financial Advisor: Matthew Crooks, AAMS®|CRPC™
1625 Terrace Way Suite B, Santa Rosa, CA 95404, USA
Willow Creek Wealth Management, Inc.
825 CA-116 #5, Sebastopol, CA 95472, USA
Edward Jones - Financial Advisor: Jessica A Kozlowski
800 Mendocino Ave Suite 3, Santa Rosa, CA 95401, USA
Sonoma Wealth Advisors
250 D St Suite 204, Santa Rosa, CA 95404, USA
Merrill Lynch Wealth Management
90 S E St Ground Floor, Santa Rosa, CA 95404, USA
Retirement Investment Specialists
1120 College Ave, Santa Rosa, CA 95404, USA
Edward Jones - Financial Advisor: Holly M Garretson, CFP®|AAMS®
1410 Neotomas Ave #106, Santa Rosa, CA 95405, USA
Scarbrough Financial Group, LLC.
3554 Round Barn Blvd # 204, Santa Rosa, CA 95403, USA
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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 1, 2026.
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