AdvisorCensus / Financial advisors / California / Santa Rosa, CA / Branch offices
Advisory firms with an office in Santa Rosa, CA, headquartered elsewhere
35 investment advisory firms with a principal office outside the Santa Rosa, CA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Abacus Wealth Partners | Sebastopol, CA | Santa Monica, CA | SEC-registered investment adviser |
| Advisor Resource Council | Santa Rosa, CA | Dallas, TX | SEC-registered investment adviser |
| Alpha Wealth Management and Planning LLC | Santa Rosa, CA | Novato, CA | SEC-registered investment adviser |
| Atlas Private Wealth Advisors | Santa Rosa, CA | Red Bank, NJ | SEC-registered investment adviser |
| Avior Wealth Management, LLC | Santa Rosa, CA | Omaha, NE | SEC-registered investment adviser |
| BPM Wealth Advisors, LLC | Santa Rosa, CA | San Francisco, CA | SEC-registered investment adviser |
| Caldwell Sutter Capital, Inc. | Santa Rosa, CA | Sausalito, CA | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Rohnert Park, CA | Fairfield, IA | SEC-registered investment adviser |
| Choreo, LLC | Petaluma, CA | Rockford, IL | SEC-registered investment adviser |
| Diversify Advisory Services, LLC | Santa Rosa, CA | South Jordan, UT | SEC-registered investment adviser |
| Diversify Wealth Management, LLC | Santa Rosa, CA | South Jordan, UT | SEC-registered investment adviser |
| Elevation Wealth Partners, LLC | Santa Rosa, CA | Walnut Creek, CA | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Santa Rosa, CA | Ontario, CA | SEC-registered investment adviser |
| Fillmore Capital Partners, LLC | Petaluma, CA | Powell, OH | SEC-registered investment adviser |
| Fiscal Wisdom Wealth Management LLC | Santa Rosa, CA | Canton, CT | SEC-registered investment adviser |
| Fortis Capital Advisors, LLC | Rohnert Park, CA | Prairie Village, KS | SEC-registered investment adviser |
| Global Assets Advisory, LLC | Petaluma, CA | Orlando, FL | SEC-registered investment adviser |
| Hofer & Associates Wealth Management | Rohnert Park, CA | Thousand Oaks, CA | SEC-registered investment adviser |
| Larson Financial Group, LLC | Santa Rosa, CA | Saint Louis, MO | SEC-registered investment adviser |
| MAI Capital Management, LLC | Santa Rosa, CA | Cleveland, OH | SEC-registered investment adviser |
| Mariner Advisor Network | Rohnert Park, CA | Overland Park, KS | SEC-registered investment adviser |
| Meritas Wealth Management, LLC | Healdsburg, CA | San Rafael, CA | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Santa Rosa, CA | Dallas, TX | SEC-registered investment adviser |
| Newedge Advisors | Santa Rosa, CA | New Orleans, LA | SEC-registered investment adviser |
| NWF Advisory Services Inc | Santa Rosa, CA | Los Angeles, CA | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | Petaluma, CA | San Francisco, CA | SEC-registered investment adviser |
| RB Capital Management, LLC | Windsor, CA | Reno, NV | SEC-registered investment adviser |
| Robertson Stephens | Santa Rosa, CA | San Francisco, CA | SEC-registered investment adviser |
| Shira Ridge Wealth Management | Santa Rosa, CA | San Rafael, CA | SEC-registered investment adviser |
| Southland Equity Partners, LLC. | Windsor, CA | Charlottesville, VA | SEC-registered investment adviser |
| Sovran Advisors, LLC | Petaluma, CA | San Diego, CA | SEC-registered investment adviser |
| Sustainvest Asset Management, LLC | Petaluma, CA | Linwood, NJ | SEC-registered investment adviser |
| TLG Advisors, Inc. | Cloverdale, CA | Summit, NJ | SEC-registered investment adviser |
| Wealthspring | Santa Rosa, CA | Long Beach, CA | SEC-registered investment adviser |
| Wedbush Securities Inc. | Santa Rosa, CA | Pasadena, CA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Santa Rosa, CA, headquartered elsewhere. https://advisorcensus.com/advisors/ca/santa-rosa/branch-offices https://advisorcensus.com/advisors/ca/santa-rosa/branch-offices