4.5+ Stars · Santa Rosa
Highly Rated Financial Advisors in Santa Rosa, CA
Only the best make this list. These financial advisors in Santa Rosa have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Santa Rosa, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Paladin Fiduciary Services LLC with a 4.8-star rating from 18 Google reviews and an RNM Score of 71/100. Also in the top tier: Edward Jones - Financial Advisor: Matthew Walls, CFP®|AWMA® and Kobrin Financial & Insurance Services. The average rating across all listed financial advisors in Santa Rosa is 4.9 stars from 5 reviews per business on average.
Financial advisors in Santa Rosa typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Scarbrough Financial Group, LLC.
Scarbrough Financial Group, LLC. stands out as the top-ranked advisor in Santa Rosa based on its leading position in local financial advisory rankings.
Most Reviewed
Morgan Stanley Financial Advisors
A high review count reflects a large, established client base and provides a reliable indicator of consistent service quality and trust.
When choosing a financial advisor in Santa Rosa, consider both the advisor's local reputation and the range of services offered; it's also wise to schedule initial consultations with at least two firms to compare their approach and fees.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Santa Rosa financial advisor with 4.8 stars from 18 Google reviews.
6570 Oakmont Dr #100B, Santa Rosa, CA 95409, USA5.0 stars from 13 reviews, reflecting consistent client satisfaction in Santa Rosa.
3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403, USA5.0 stars from 10 Google reviews—exceptional local service from a trusted advisor.
4849 Old Redwood Hwy, Santa Rosa, CA 95403, USAFinancial Advisors Rankings in Santa Rosa, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Paladin Fiduciary Services LLC6570 Oakmont Dr #100B, Santa Rosa, CA 95409, USA | 4.8★ | 18 |
| #2 | Edward Jones - Financial Advisor: Matthew Walls, CFP®|AWMA®3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403, USA | 5.0★ | 13 |
| #3 | Kobrin Financial & Insurance Services4849 Old Redwood Hwy, Santa Rosa, CA 95403, USA | 5.0★ | 10 |
| #4 | Scarbrough Financial Group, LLC.3554 Round Barn Blvd # 204, Santa Rosa, CA 95403, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Matthew Crooks, AAMS®|CRPC™1625 Terrace Way Suite B, Santa Rosa, CA 95404, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Wealth Management90 S E St Ground Floor, Santa Rosa, CA 95404, USA | 3.5★ | 2 |
| #7 | Edward Jones - Financial Advisor: Holly M Garretson, CFP®|AAMS®1410 Neotomas Ave #106, Santa Rosa, CA 95405, USA | 5.0★ | 1 |
| #8 | Retirement Investment Specialists1120 College Ave, Santa Rosa, CA 95404, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Jessica A Kozlowski800 Mendocino Ave Suite 3, Santa Rosa, CA 95401, USA | 5.0★ | 1 |
| #10 | Willow Creek Wealth Management, Inc.825 CA-116 #5, Sebastopol, CA 95472, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Santa Rosa
5.0 stars from 1 Google review, reflecting exceptional early client feedback.
3554 Round Barn Blvd # 204, Santa Rosa, CA 95403, USA
5.0-star rating from shoppers, reflecting exceptional client satisfaction in Santa Rosa.
1625 Terrace Way Suite B, Santa Rosa, CA 95404, USA
Mixed 3.5-star rating from 2 Google reviews for this Santa Rosa financial advisor.
90 S E St Ground Floor, Santa Rosa, CA 95404, USA
Exceptional 5.0-star rating from one Google review.
1410 Neotomas Ave #106, Santa Rosa, CA 95405, USA
Rated 5.0 stars from one Google review, this financial advisor serves Santa Rosa.
1120 College Ave, Santa Rosa, CA 95404, USA
Rated 5.0 stars from a small number of Google reviews.
800 Mendocino Ave Suite 3, Santa Rosa, CA 95401, USA
5.0 stars from 1 Google review, a perfect local financial advisor rating.
825 CA-116 #5, Sebastopol, CA 95472, USA
A Santa Rosa financial advisor with no customer reviews yet to help you decide.
250 D St Suite 204, Santa Rosa, CA 95404, USA
5.0-star rating from 6 Google reviews for a local financial advisor.
1151 Yulupa Ave, Santa Rosa, CA 95405, USA
A local financial advisor with a perfect 5.0-star rating from 9 Google reviews.
1011 2nd St #100, Santa Rosa, CA 95404, USA
Praised by clients for top-rated financial guidance with a perfect 5.0-star record locally.
884 3rd St Suite A, Santa Rosa, CA 95404, USA
Earning a perfect 5.0-star rating from early client reviews in Santa Rosa.
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, USA
Rated 5.0 stars from 3 Google reviews, this Santa Rosa advisor is highly regarded.
5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403, USA
Rated 5.0 stars from 2 Google reviews, this Santa Rosa advisor is highly regarded.
2880 Cleveland Ave STE 2, Santa Rosa, CA 95403, USA
Rated 5.0 stars from 1 Google review for financial guidance in Santa Rosa.
3550 Round Barn Blvd #212, Santa Rosa, CA 95403, USA
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Financial Advisors in Santa Rosa, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Paladin Fiduciary Services LLC | 71/100 | 4.8 ★ | 18 |
| 2 | Edward Jones - Financial Advisor: Matthew Walls, CFP®|AWMA® | 73/100 | 5.0 ★ | 13 |
| 3 | Kobrin Financial & Insurance Services | 71/100 | 5.0 ★ | 10 |
| 4 | Scarbrough Financial Group, LLC. | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Matthew Crooks, AAMS®|CRPC™ | 62/100 | 5.0 ★ | 1 |
| 6 | Merrill Lynch Wealth Management | 39/100 | 3.5 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Holly M Garretson, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Retirement Investment Specialists | 62/100 | 5.0 ★ | 1 |
| 9 | Edward Jones - Financial Advisor: Jessica A Kozlowski | 62/100 | 5.0 ★ | 1 |
| 10 | Willow Creek Wealth Management, Inc. | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Santa Rosa
What is a fiduciary financial advisor and why does it matter in Santa Rosa?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Santa Rosa, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Santa Rosa?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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