Financial advisors in Santa Rosa, CA

298 advisors · page 5 of 10

Drew Skraboly
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Duncan Kelm
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Dylan Evans
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Eden Williams
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Edward Stephens
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Edwin Ascencio
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Ehsan Gorjizadeh
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Elizabeth Ford
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Eric Gibboney
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Erica Minor
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Erin Ray
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Ernest Dunlap
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Fabiano Gomes
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Fadi Azhari
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Fernando Carrillo
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Fiona Domergue
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Frederick Joosse
Financial advisor at American Investors Co
American Investors Co · $630.7M AUM
VerifiedFinancial planning
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Gabriel Alves
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Gavin Cahill
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Gemma Secoquian-Wu
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Genaro Fernandez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Geoffrey Tompkins
Financial advisor at Slater Tompkins Legacy, LLC
Slater Tompkins Legacy, LLC
VerifiedFinancial planning
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Gregory Cho
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Gregory Harder
Financial advisor at Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. · $605.7M AUM
VerifiedFinancial planning
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Hardik Patel
Financial advisor at Trusted Path Wealth Management, LLC
Trusted Path Wealth Management, LLC · $3.6M AUM
VerifiedFinancial planning
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Harrison Saal
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Harry Licursi
Financial advisor at Harry Licursi Tax & Retirement Planning
Harry Licursi Tax & Retirement Planning · $20M AUM
Verified
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Issa Musallam
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jack McCormick
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jack Tran
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Santa Rosa, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Santa Rosa, CA.

How this list works

Before you hire an advisor in Santa Rosa, CA