Financial advisors in Santa Rosa, CA

170 financial advisors listed in Santa Rosa, California. 150 with a phone number and 152 with a website.

Santa Rosa accounts for 1% of the financial advisors listed in California and ranks #23 among California cities for financial advisors.

Quick answer

Santa Rosa, CA has 170 financial advisors listed on USA Business Search. 150 list a phone number and 152 list a website. The most listings are in ZIP codes 95403, 95404, 95401.

Updated October 2026

H&R Block

MENDOCINO MARKETPLACE 2280 MENDOCINO AVE STE B-2, Santa Rosa, CA 95403 · Claim or fix

Call (707) 570-2794 Website Map

Gil's Business Tax Services

1534 Sebastopol Rd, Santa Rosa, CA 95407 · Claim or fix

Call (707) 523-2192 Website Map

California Check Cashing Stores

1017 Steele Ln, Santa Rosa, CA 95403 · Claim or fix

Call (707) 579-2274 Website Map

Edward Jones

1801 4th St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 526-1001 Website Map

Wealth Management Consultants, Llc.

3550 Round Barn Blvd Ste 212, Santa Rosa, CA 95403 · Claim or fix

Call (707) 542-3600 Website Map

Mares Tax Services

775 Farmers Ln, Santa Rosa, CA 95405 · Claim or fix

Call (707) 387-1122 Website Map

A/w Private Wealth Management

740 4th St Ste 109, Santa Rosa, CA 95404 · Claim or fix

Website Map

Advance America

1791 Marlow Road, Space 10A, Santa Rosa, CA 95401 · Claim or fix

Call (707) 571-7717 Website Map

Alpha Wealth Management and Planning, Santa Rosa

120 Stony Point Rd, Santa Rosa, CA 95401 · Claim or fix

Call (707) 524-7523 Website Map

AM Income Tax

100 Mariah Pl, Santa Rosa, CA 95409 · Claim or fix

Call (707) 318-6256 Website Map

American Red Cross, Sonoma, Mendocino & Lake Counties

5297 Aero Dr, Santa Rosa, CA 95403 · Claim or fix

Website Map

Americas Income Tax

1430 Guerneville Rd e5, Santa Rosa, CA 95403 · Claim or fix

Call (707) 545-7687 Website Map

Ameriprise Financial Advisors

3510 Unocal Pl Ste 206, Santa Rosa, CA 95403 · Claim or fix

Call (707) 566-9098 Website Map

Ameriprise Financial Advisors - Fannin & Associates

110 Stony Point Rd Ste 260, Santa Rosa, CA 95401 · Claim or fix

Call (707) 524-7526 Website Map

Angelica Chesley

2901 Cleveland Ave, Santa Rosa, CA 95403 · Claim or fix

Call (707) 293-5987 Website Map

Antonini Cpas Llp

631 5th St Ste 100, Santa Rosa, CA 95404 · Claim or fix

Call (707) 524-8130 Website Map

Argent Bank - SBA

3558 Round Barn Blvd, Santa Rosa, CA 95403 · Claim or fix

Call (707) 579-0610 Map

Arrow Point Wealth Management

1011 2nd St #100, Santa Rosa, CA 95404 · Claim or fix

Call (707) 382-3898 Website Map

Attain It Financial Planning

2235 Challenger Way, Santa Rosa, CA 95407 · Claim or fix

Website Map

Baldenegro Tax Services

4525 Montgomery Dr, Santa Rosa, CA 95409 · Claim or fix

Call (707) 577-8291 Map

Blake Schmidt

3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403 · Claim or fix

Call (707) 524-0519 Website Map

Blue Oak Mortgage

2455 Bennett Valley Rd, Santa Rosa, CA 95404 · Claim or fix

Website Map

Brett Howard - Ameriprise Financial Services, LLC

528 A St, Santa Rosa, CA 95401 · Claim or fix

Call (707) 387-4645 Website Map

Bridget & Co

1116 Mendocino Ave, Santa Rosa, CA 95401 · Claim or fix

Website Map

Brooks Crissey - Ameriprise Financial Services, LLC

528 A St, Santa Rosa, CA 95401 · Claim or fix

Call (707) 387-4688 Website Map

Buckingham Strategic Wealth

3550 Round Barn Blvd Ste 212, Santa Rosa, CA 95403 · Claim or fix

Call (707) 542-3600 Website Map

Burr Pilger Mayer

110 Stony Point Rd Ste 210, Santa Rosa, CA 95401 · Claim or fix

Call (707) 544-4078 Website Map

California Check Cashing

1150 Coddingtown Ctr, Santa Rosa, CA 95401 · Claim or fix

Call (707) 579-2274 Website Map

California Check Cashing

585 Barham Ave, Santa Rosa, CA 95404 · Claim or fix

Call (707) 546-2274 Website Map

Cash Station Inc.

3585 Industrial Dr, Santa Rosa, CA 95403 · Claim or fix

Call (707) 545-2274 Website Map

Censia Wealth Advisors

5213 El Mercado Pkwy, Santa Rosa, CA 95403 · Claim or fix

Call (707) 528-3010 Website Map

Central Income Tax

3903 Sebastopol Rd, Santa Rosa, CA 95407 · Claim or fix

Call (707) 575-1079 Website Map

Check Max Plus

1772 Piner Rd, Santa Rosa, CA 95403 · Claim or fix

Call (707) 579-2825 Map

Chown Barbara MBA CFP

141 Stony Cir Ste 245, Santa Rosa, CA 95401 · Claim or fix

Call (707) 523-3500 Website Map

Christopher Danzer - Ameriprise Financial Services

1101 College Ave Ste 140, Santa Rosa, CA 95404 · Claim or fix

Call (866) 221-6099 Website Map

Christopher Severson

6641 Oakmont Dr Ste A, Santa Rosa, CA 95409 · Claim or fix

Website Map

Clifford Financial Planning

3035 Cleveland Ave Ste 206, Santa Rosa, CA 95403 · Claim or fix

Call (707) 526-1203 Website Map

Codding Enterprises

733 Coddingtown Ctr, Santa Rosa, CA 95401 · Claim or fix

Call (707) 978-5800 Website Map

Delpalacio income tax service

3853 Sonoma Hwy, Santa Rosa, CA 95409 · Claim or fix

Call (707) 843-2770 Website Map

Diversified Lending

5129 Oak Meadow Dr, Santa Rosa, CA 95401 · Claim or fix

Call (707) 571-1155 Website Map

Dons Coins

2600 Mendocino Ave, Santa Rosa, CA 95403 · Claim or fix

Website Map

Edward Jones

600 McDonald Ave Suite 100, Santa Rosa, CA 95404 · Claim or fix

Call (707) 542-5370 Website Map

Edward Jones

3550 Round Barn Blvd, Santa Rosa, CA 95403 · Claim or fix

Call (707) 293-9491 Website Map

Edward Jones

1611 Terrace Way, Santa Rosa, CA 95404 · Claim or fix

Call (707) 575-0209 Website Map

Edward Jones

52 Mission Cir, Santa Rosa, CA 95409 · Claim or fix

Call (707) 539-1077 Website Map

Edward Jones - Financial Advisor: Aaron A Foppe

2544 Cleveland Ave Ste 200, Santa Rosa, CA 95403 · Claim or fix

Call (707) 293-9491 Website Map

Edward Jones - Financial Advisor: Dan Erickson

2300 Bethards Dr, Suite H, Santa Rosa, CA 95405 · Claim or fix

Call (707) 579-3784 Website Map

Edward Jones - Financial Advisor: Elliot Sandvig, CFP®|CEPA®|AAMS®

3562 Round Barn Cir, Santa Rosa, CA 95403 · Claim or fix

Call (707) 899-7045 Website Map

Edward Jones - Financial Advisor: Holly M Garretson, AAMS®

1260 N Dutton Ave Ste 285, Santa Rosa, CA 95401 · Claim or fix

Call (707) 528-3452 Website Map

Edward Jones - Financial Advisor: Jane K Costello

2300 Bethards Dr Ste H, Santa Rosa, CA 95405 · Claim or fix

Call (707) 579-3784 Website Map

Edward Jones - Financial Advisor: Jessica A Kozlowski

1260 N Dutton Ave Ste 285, Santa Rosa, CA 95401 · Claim or fix

Call (707) 528-3452 Website Map

Edward Jones - Financial Advisor: Matthew Walls

1101 College Ave Ste 220, Santa Rosa, CA 95404 · Claim or fix

Call (707) 542-4222 Website Map

Edward Jones - Financial Advisor: Russell D Van Sistine

800 Mendocino Ave Ste 3, Santa Rosa, CA 95401 · Claim or fix

Call (707) 542-7071 Website Map

Edward Jones - Financial Advisor: Tim Woods

6641 Oakmont Dr Ste A, Santa Rosa, CA 95409 · Claim or fix

Call (707) 282-9238 Website Map

Encore Wealth Management

1605 4th St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 571-0214 Website Map

Evert Fernandez, Lpl Financial Advisor

1605 4th St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 544-2050 Website Map

Fadi Azhari

3550 Round Barn Blvd Suite 207, Santa Rosa, CA 95403 · Claim or fix

Website Map

Figueroa CPA

3562 Round Barn Cir, Santa Rosa, CA 95403 · Claim or fix

Call (707) 293-1045 Website Map

Financial First

3843 Brickway Blvd Ste 220, Santa Rosa, CA 95403 · Claim or fix

Call (800) 909-6484 Website Map

Flagstar Bank Home Loans

1265 N Dutton Ave, Santa Rosa, CA 95401 · Claim or fix

Call (707) 541-3400 Website Map

FocusYOU

2841 Cleveland Ave Ste 9, Santa Rosa, CA 95403 · Claim or fix

Call (707) 282-3700 Website Map

Frontera Financial Services

1772 Piner Rd, Santa Rosa, CA 95403 · Claim or fix

Call (707) 579-2825 Map

Fundamentalsfinance, Llc

422 Larkfield Ctr PMB 452, Santa Rosa, CA 95403 · Claim or fix

Call (707) 537-5042 Website Map

Gipson Golden Inc

3433 Regional Pkwy # A, Santa Rosa, CA 95403 · Claim or fix

Call (707) 576-1235 Website Map

Golden State Wealth Management

3558 Round Barn Blvd Ste 203, Santa Rosa, CA 95403 · Claim or fix

Call (707) 774-7198 Website Map

Goodrich & Pennington Mtg

336 W College Ave, Santa Rosa, CA 95401 · Claim or fix

Call (707) 576-8282 Website Map

H&R Block

1583 Farmers Ln, Santa Rosa, CA 95405 · Claim or fix

Call (707) 545-4567 Website Map

H&R Block

MARLOW CENTER 1791 MARLOW RD STE 5, Santa Rosa, CA 95401 · Claim or fix

Call (707) 579-7974 Website Map

Hamsa Yoga

4527 Montgomery Dr, Santa Rosa, CA 95409 · Claim or fix

Website Map

Hana Pryden at Guaranteed Rate Affinity

600 Bicentennial Way Ste 100, Santa Rosa, CA 95403 · Claim or fix

Call (707) 303-1239 Website Map

Hank Desjardins - Ameriprise Financial Services

1101 College Ave Ste 140, Santa Rosa, CA 95404 · Claim or fix

Call (707) 387-4665 Website Map

Harrison Saal, Financial Advisor - Three Groves Insurance and Financial Services LLC

2455 Bennett Valley Rd, Santa Rosa, CA 95404 · Claim or fix

Call (707) 566-6958 Website Map

Hover & Hessel Llc

2455 Bennett Valley Rd Ste B210, Santa Rosa, CA 95404 · Claim or fix

Call (800) 300-7171 Map

Innovative Wealth Solutions

Orchard Building, 445 Orchard St #110, Santa Rosa, CA 95404 · Claim or fix

Call (707) 546-1000 Website Map

Intention Financial Group

714 Mendocino Ave, Santa Rosa, CA 95401 · Claim or fix

Call (707) 696-6937 Website Map

Irwin Robert C CPA

100 E St Ste 320, Santa Rosa, CA 95404 · Claim or fix

Call (707) 579-1040 Website Map

Jack H. Beymer Coins

2490 W 3rd St Ste A, Santa Rosa, CA 95401 · Claim or fix

Call (707) 544-1621 Website Map

Jason Turner - Morgan Stanley

3562 Round Barn Cir Fl 1, Santa Rosa, CA 95403 · Claim or fix

Call (707) 524-1026 Website Map

JDH Wealth Management

181 Concourse Blvd, Santa Rosa, CA 95403 · Claim or fix

Call (707) 542-1110 Website Map

Jeff Cohn Cellars

3033 Coffey Ln, Santa Rosa, CA 95403 · Claim or fix

Call (707) 536-9211 Website Map

Jessica A Kozlowski

800 Mendocino Avenue Suite 3, Santa Rosa, CA 95401 · Claim or fix

Website Map

John Pearson Cfp - Independent Financial Group

1400 Guerneville Rd Ste 14, Santa Rosa, CA 95403 · Claim or fix

Call (707) 585-2885 Website Map

Jordan & Associates Retirement Services

100 Stony Point Rd Ste 216, Santa Rosa, CA 95401 · Claim or fix

Call (707) 545-1001 Website Map

Joshua Gordon at CrossCountry Mortgage, LLC

815 5th St Ste 100, Santa Rosa, CA 95404 · Claim or fix

Call (707) 271-7769 Website Map

Judd & Boone CPA's LLP

1160 N Dutton Ave, Santa Rosa, CA 95401 · Claim or fix

Call (707) 579-3425 Website Map

Kathleen Wilusz Dba Wilusz & Associates

611 Humboldt St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 566-9098 Map

Klohe Financial Group

4735 Old Redwood Hwy, Santa Rosa, CA 95403 · Claim or fix

Website Map

Kobrin Financial and Insurance Services

4849 Old Redwood Hwy, Santa Rosa, CA 95403 · Claim or fix

Call (707) 566-6775 Website Map

Law Offices of Steven Taxman

250 D St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 758-2030 Website Map

Lead Title Loans

999 Sonoma Ave Apt 14, Santa Rosa, CA 95404 · Claim or fix

Call (707) 563-9560 Website Map

Left Coast Ventures, Inc.

975 Corporate Cntr Pkwy Ste 120, Santa Rosa, CA 95407 · Claim or fix

Call (707) 543-1861 Website Map

Liberty Tax

1770 Piner Rd Suite B, Santa Rosa, CA 95403 · Claim or fix

Call (707) 837-4121 Website Map

Liberty Tax

3082 Marlow Rd Ste B6, Santa Rosa, CA 95403 · Claim or fix

Call (707) 578-1040 Website Map

M V Immigration & Income Tax Services

1420 Guerneville Rd, Santa Rosa, CA 95403 · Claim or fix

Call (707) 545-6516 Website Map

Maggini Albert Merrill Lynch

90 S E St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 575-6300 Website Map

Marco Rivera - Ameriprise Financial Services, LLC

420 E St Ste 106, Santa Rosa, CA 95404 · Claim or fix

Call (707) 545-1013 Website Map

Mark P. Dunn

1151 Yulupa Ave, Santa Rosa, CA 95405 · Claim or fix

Call (707) 576-1518 Website Map

Mathew P Schweifler

100 E St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 313-5611 Website Map

Matt Scott NMLS #1457513

3700 Old Redwood Hwy, Santa Rosa, CA 95403 · Claim or fix

Call (808) 728-4202 Website Map

Matthew Hunstock - Ameriprise Financial Services, LLC

420 E St Ste 106, Santa Rosa, CA 95404 · Claim or fix

Call (707) 206-7255 Website Map

Michael J. Calvelli

111 Santa Rosa Ave Ste 330, Santa Rosa, CA 95404 · Claim or fix

Call (707) 545-6161 Map

Michael Moberly - Morgan Stanley

3562 Round Barn Cir Fl 1, Santa Rosa, CA 95403 · Claim or fix

Call (707) 524-1030 Website Map

Michael Yee

3550 Round Barn Blvd #207, Santa Rosa, CA 95403 · Claim or fix

Call (707) 508-3689 Website Map

Montana Capital Car Title Loans

3227 Santa Rosa Ave Ste B, Santa Rosa, CA 95407 · Claim or fix

Call (707) 289-9147 Website Map

Montana Capital Car Title Loans

500 Sebastopol Rd, Santa Rosa, CA 95407 · Claim or fix

Call (707) 222-5030 Website Map

Morgan Stanley Financial Advisors

3562 Round Barn Cir Fl 1, Santa Rosa, CA 95403 · Claim or fix

Call (707) 524-1000 Website Map

NoName

727 Silva Ave, Santa Rosa, CA 95404 · Claim or fix

Call (707) 775-2950 Website Map

Nor Cal Building Materials

3995 Sebastopol Rd, Santa Rosa, CA 95407 · Claim or fix

Website Map

North Bay Bankruptcy

703 2nd St Ste 44, Santa Rosa, CA 95404 · Claim or fix

Call (707) 306-6632 Website Map

North Bay Merchant Svc

1820 Empire Industrial Ct, Santa Rosa, CA 95403 · Claim or fix

Website Map

Oakmont Financial Group

6580 Oakmont Dr, Santa Rosa, CA 95409 · Claim or fix

Call (707) 539-5980 Website Map

Old Redwood Mortgage

2200 Range Ave, Santa Rosa, CA 95403 · Claim or fix

Website Map

Omega Capital Management

141 Stony Cir, Santa Rosa, CA 95401 · Claim or fix

Call (707) 528-2202 Map

Open Trail Financial Consultants

111 Santa Rosa Ave Ste 330, Santa Rosa, CA 95404 · Claim or fix

Call (707) 545-6161 Website Map

Pacific Funding Group - Pfg

1194 Montgomery Dr, Santa Rosa, CA 95405 · Claim or fix

Website Map

Pamela A Soekland - Morgan Stanley

3562 Round Barn Cir Fl 1, Santa Rosa, CA 95403 · Claim or fix

Call (707) 571-5711 Website Map

Passarell Tax and Bookkeeping Services

100 Stony Point Rd #255, Santa Rosa, CA 95401 · Claim or fix

Call (707) 953-9405 Website Map

Pathway Insurance Agency

2425 Cleveland Ave Ste 100, Santa Rosa, CA 95403 · Claim or fix

Call (707) 578-2609 Website Map

Patricia Knight Cfp

740 4th St Ste 201, Santa Rosa, CA 95404 · Claim or fix

Call (707) 573-8690 Map

Pawn Advantage

509 4th St, Santa Rosa, CA 95401 · Claim or fix

Website Map

Petaluma Tax Service

1217 College Ave, Santa Rosa, CA 95404 · Claim or fix

Call (707) 566-0383 Map

Pinnacle Capital Mortgage

2901 Cleveland Ave Ste 202, Santa Rosa, CA 95403 · Claim or fix

Call (415) 453-8600 Website Map

RA Wealth Management, Inc

2777 Yulupa Ave, Santa Rosa, CA 95405 · Claim or fix

Call (707) 292-2018 Map

Randy Blankenbaker

3550 Round Barn Blvd #207, Santa Rosa, CA 95403 · Claim or fix

Call (707) 508-3687 Website Map

Ranger Cash Advance

1420 Guerneville Rd, Santa Rosa, CA 95403 · Claim or fix

Call (707) 683-8183 Website Map

Redwood Merchant Services

3750 Westwind Blvd #210, Santa Rosa, CA 95403 · Claim or fix

Call (800) 939-9942 Website Map

Ridgeview Financial Planning, Inc.

1955 Cleveland Ave Ste 203, Santa Rosa, CA 95401 · Claim or fix

Call (707) 800-6050 Map

Robert Kirby CPA

1220 N Dutton Ave, Santa Rosa, CA 95401 · Claim or fix

Call (707) 545-8297 Website Map

Robert M. Sanchez - Morgan Stanley

3562 Round Barn Cir Fl 1, Santa Rosa, CA 95403 · Claim or fix

Call (707) 524-1043 Website Map

Ryan Mason - Ameriprise Financial Services, LLC

420 E St Ste 106, Santa Rosa, CA 95404 · Claim or fix

Call (707) 385-8400 Website Map

Ryn Longmaid Restaurant Sales & Consulting

525 College Ave Ste 115, Santa Rosa, CA 95404 · Claim or fix

Call (707) 503-9335 Website Map

Santa Rosa Business & Commercial

525 College Ave Ste 115, Santa Rosa, CA 95404 · Claim or fix

Call (707) 526-1050 Website Map

Scarbrough Financial Group, Llc.

3554 Round Barn Blvd Ste 204, Santa Rosa, CA 95403 · Claim or fix

Call (866) 536-7400 Website Map

Scheuer Tax Services

1313 College Ave, Santa Rosa, CA 95404 · Claim or fix

Call (707) 546-4271 Website Map

Septimo Tax Services

2776 Red Tail St, Santa Rosa, CA 95407 · Claim or fix

Call (707) 695-5173 Map

Sharon S Zimmerman

1049 4th St Ste I, Santa Rosa, CA 95404 · Claim or fix

Call (707) 578-2477 Map

Social Equity Group

850 3rd St, Santa Rosa, CA 95404 · Claim or fix

Call (707) 525-1550 Map

Sonoma Financial & Insurance Services

112 Wikiup Dr, Santa Rosa, CA 95403 · Claim or fix

Call (707) 588-2720 Website Map

Sonoma Tax Service

2544 Cleveland Ave Ste 200, Santa Rosa, CA 95403 · Claim or fix

Call (707) 758-0220 Website Map

Stefan J Matwijiw

182 Farmers Lane Suite 200, Santa Rosa, CA 95405 · Claim or fix

Website Map

Stephens Tax Services

3430 Mendocino Ave, Santa Rosa, CA 95403 · Claim or fix

Call (707) 527-7464 Website Map

Steven Peritore at CrossCountry Mortgage, LLC

815 5th St Ste 100, Santa Rosa, CA 95404 · Claim or fix

Call (707) 271-7774 Website Map

Stewart Invest Property

4008 Old Quarry Trl, Santa Rosa, CA 95405 · Claim or fix

Call (707) 538-4008 Website Map

Stifel

703 2nd St Ste 300, Santa Rosa, CA 95404 · Claim or fix

Call (707) 542-3521 Website Map

Strategic Planning & Investment Advisors - Ameriprise Financial Services, LLC

420 E St Ste 106, Santa Rosa, CA 95404 · Claim or fix

Call (707) 385-8400 Website Map

Sukh Sana Enterprise

1014 Santa Rosa Plz, Santa Rosa, CA 95401 · Claim or fix

Call (707) 544-7014 Map

Sunpoint Public Adjusters

3558 Round Barn Blvd Ste 200, Santa Rosa, CA 95403 · Claim or fix

Call (707) 387-0600 Website Map

Suzanne K. Ell CPA

50 Old Courthouse Sq Ste 410, Santa Rosa, CA 95404 · Claim or fix

Call (707) 867-0653 Website Map

Tavelli Co., Inc.

3700 Montgomery Dr, Santa Rosa, CA 95405 · Claim or fix

Call (707) 509-5565 Website Map

Terra Mortgage Banking

460 Mission Blvd, Santa Rosa, CA 95409 · Claim or fix

Call (707) 539-8885 Website Map

How to choose a financial advisor in Santa Rosa

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Santa Rosa, California?

USA Business Search shows 170 financial advisors in Santa Rosa. 150 list a phone number and 152 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 95403, 95404, 95401, 95409, 95405, 95407.

How do I choose a financial advisor in Santa Rosa?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Santa Rosa compare with the rest of California?

Santa Rosa has 1% of the 24,546 financial advisors listed in California, which ranks #23 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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