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Financial Advisors in Santa Rosa, California

Our hand-picked list of 8 financial advisors serving Santa Rosa, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Santa Rosa

Financial professionals in Santa Rosa should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Santa Rosa

Bail Hotline

589, Mendocino Avenue, Santa Rosa, CA, 95401

Edward Jones

1527, Farmers Lane, Santa Rosa, CA, 95405

ENSPIRE WEALTH MANAGEMENT, LLC

90 SOUTH E STREET, SANTA ROSA, CA 95404

📞 (707) 525-••••

First American Title

627 College Avenue, Santa Rosa, CA, 95404

MADSON WEALTH ADVISORS INC.

1160 NORTH DUTTON AVE, SANTA ROSA, CA 95401

📞 (707) 578-••••

SONOMA ALLOCATIONS

50 OLD COURTHOUSE SQUARE, SANTA ROSA, CA 95404

📞 (707) 490-••••

Summit State Bank

500 Bicentennial Way, Santa Rosa, CA, 95403

CORE WEALTH PARTNERS LLC

576 B STREET

📞 (707) 568-••••

Frequently Asked Questions

Where can I find financial advisors in Santa Rosa, California?

Santa Rosa, California has 8 financial advisors listed in our directory. Bail Hotline is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Santa Rosa?

Financial professionals in Santa Rosa should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Santa Rosa?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Santa Rosa-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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