RIAs in Santa Rosa, California
Explore 6 RIAs headquartered in Santa Rosa, with $1.7B in combined reported AUM.
RIAs6Headquartered here
Total AUM$1.7BReported regulatory AUM
Total Employees19Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Santa Rosa
6 RIAsShowing 1–6 of 6 RIAs
Jdh Wealth Management, LLC
SANTA ROSA, CAReported AUM$494.9M
Employees2
29.5% of city AUMView RIA ↗
Core Wealth Partners LLC
SANTA ROSA, CAReported AUM$393.2M
Employees5
23.4% of city AUMView RIA ↗
Sonoma Allocations
SANTA ROSA, CAReported AUM$350M
Employees4
20.9% of city AUMView RIA ↗
Madson Wealth Advisors Inc.
SANTA ROSA, CAReported AUM$208.7M
Employees3
12.4% of city AUMView RIA ↗
Enspire Wealth Management, LLC
SANTA ROSA, CAReported AUM$119.3M
Employees3
7.1% of city AUMView RIA ↗
Swad Wealth Management LLC
SANTA ROSA, CAReported AUM$111.1M
Employees2
6.6% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.