City
Wealth management firms in Santa Rosa, California
As of October 2, 2026, 23 wealth management firms, including broker-dealer firms, with their main office in Santa Rosa, California reported $2.7 billion in regulatory assets under management; the largest by assets was JDH Wealth Management, LLC, with $494.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 23
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $117.7 million
- SEC-registered, of those listed
- 8 of 23 (34.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | JDH Wealth Management, LLC | SEC | $494.9 million | 392 |
| 2 | Core Wealth Partners LLC | SEC | $393.2 million | 840 |
| 3 | Paskin & Berler Capital Advisors, LLC | SEC | $390.9 million | 189 |
| 4 | Sonoma Allocations | SEC | $350.0 million | 902 |
| 5 | Sonoma West Advisors | SEC | $255.9 million | 167 |
| 6 | Madson Wealth Advisors Inc. | SEC | $208.7 million | 520 |
| 7 | Enspire Wealth Management, LLC | SEC | $119.3 million | 130 |
| 8 | Swad Wealth Management LLC | SEC | $111.1 million | 192 |
| 9 | Ridgeview Financial Planning | State | $110.0 million | 350 |
| 10 | Miles Brown Asset Management | State | $73.4 million | 211 |
| 11 | Meritage Wealth Advisory, LLC | State | $52.8 million | 92 |
| 12 | Clifford Financial Planning, Inc. | State | $42.9 million | 263 |
| 13 | The Rose Investment Management | State | $28.3 million | 48 |
| 14 | Janian Investment Advisers, LLC | State | $27.0 million | 32 |
| 15 | Harry Licursi Tax & Retirement Planning | State | $20.0 million | 76 |
| 16 | JW Financial Advisors, LLC | State | $13.7 million | 48 |
| 17 | SLR Advisors | State | $6.1 million | 50 |
| 18 | Trusted Path Wealth Management, LLC | State | $3.6 million | 7 |
| 19 | A.E.I. Financial Group | State | $3.3 million | 22 |
| 20 | Acorn Financial Planning | State | $1.0 million | 2 |
| 21 | McDonell, Mark Robert | State | $0 | 0 |
| 22 | Polymita Wealth Management LLC | State | $0 | 0 |
| 23 | Slater Tompkins Legacy, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.