Rialytix insights

Top RIA Firms in Santa Rosa, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Santa Rosa, California. This hub covers 6 matching firms with $1.7B in total reported AUM and median AUM of $279.4M.

Firms

Matching current profiles

Total AUM

$1.7B

Reported regulatory AUM

Median AUM

$279.4M

Across firms with AUM

Largest firm

$494.9M

Jdh Wealth Management, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Jdh Wealth Management, LLC CRD 112474 · Limited Liability Company	SANTA ROSA, CA	$494.9M Apr 2026	+$11.8M+2.4%	+$208.9M+73.0%	+$267.8M+117.9%	+$423.3M+591.4%	-1 employees-33.3% over 3Y	+16 accounts+4.3% over 3Y
2. Core Wealth Partners LLC CRD 322365 · Limited Liability Company	SANTA ROSA, CA	$393.2M Feb 2026	+$109.3M+38.5%	+$169.1M+75.4%	—	—	+1 employees+25.0% over 3Y	+241 accounts+40.2% over 3Y
3. Sonoma Allocations CRD 335435 · Limited Liability Company	SANTA ROSA, CA	$350.0M Apr 2026	—	—	—	—	+2 employees+100.0% over 1Y	—
4. Madson Wealth Advisors INC. CRD 338608 · Corporation	SANTA ROSA, CA	$208.7M Apr 2026	—	—	—	—	0 employees+0.0% over Total	—
5. Enspire Wealth Management, LLC CRD 325723 · Limited Liability Company	SANTA ROSA, CA	$119.3M Feb 2026	+$23.4M+24.4%	—	—	—	+1 employees+50.0% over 1Y	+25 accounts+23.8% over 1Y
6. Swad Wealth Management LLC CRD 319218 · Limited Liability Company	SANTA ROSA, CA	$111.1M Jul 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.