City
Wealth management firms in Sonoma, California
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Sonoma, California reported $1.2 billion in regulatory assets under management; the largest by assets was Fermata Advisors, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $149.4 million
- SEC-registered, of those listed
- 1 of 8 (12.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fermata Advisors | SEC | $1.0 billion | 3,879 |
| 2 | Wealthfolio Advisors LLC | State | $51.1 million | 276 |
| 3 | The Delta Group | State | $49.2 million | 29 |
| 4 | Schuler Capital Management LLC | State | $30.4 million | 20 |
| 5 | Meyers Financial Services | State | $28.4 million | 56 |
| 6 | Magnum Financial | State | $14.1 million | 103 |
| 7 | Money Compass Advisors | State | $10.5 million | 40 |
| 8 | Lakeside North Capital Advisors, LLC | State | $1.9 million | 14 |
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.