AdvisorCensus / Financial advisors / California / Santa Rosa, CA / Charles Schwab
Financial advisors in Santa Rosa, CA using Charles Schwab
16 SEC-registered investment advisory firms headquartered in the Santa Rosa, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Breen Wealth Management, LLC | Petaluma | SEC-registered investment adviser | $100 million to $500 million |
| Core Wealth Partners LLC | Santa Rosa | SEC-registered investment adviser | $100 million to $500 million |
| Creekside Partners | Petaluma | SEC-registered investment adviser | $500 million to $1 billion |
| Dobson Asset Management | Petaluma | SEC-registered investment adviser | $100 million to $500 million |
| Enspire Wealth Management, LLC | Santa Rosa | SEC-registered investment adviser | $100 million to $500 million |
| Fermata Advisors | Sonoma | SEC-registered investment adviser | $1 billion to $5 billion |
| FPC Investment Advisory, Inc. | Petaluma | SEC-registered investment adviser | $100 million to $500 million |
| Hawthorn Capital Management, LLC | Sebastopol | SEC-registered investment adviser | $100 million to $500 million |
| JDH Wealth Management, LLC | Santa Rosa | SEC-registered investment adviser | $100 million to $500 million |
| JPC Wealth Management, Inc. | Petaluma | SEC-registered investment adviser | $100 million to $500 million |
| Madson Wealth Advisors Inc. | Santa Rosa | SEC-registered investment adviser | $100 million to $500 million |
| North Bay Wealth Management | Petaluma | SEC-registered investment adviser | $100 million to $500 million |
| Romain Walsh Clerou Professional Investment MGMT | Sonoma | SEC-registered investment adviser | $100 million to $500 million |
| Sonoma Allocations | Santa Rosa | SEC-registered investment adviser | $100 million to $500 million |
| Swad Wealth Management LLC | Santa Rosa | SEC-registered investment adviser | $100 million to $500 million |
| Willow Creek Wealth Management, Inc. | Sebastopol | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Santa Rosa, CA using Charles Schwab. https://advisorcensus.com/advisors/ca/santa-rosa/custodians/charles-schwab https://advisorcensus.com/advisors/ca/santa-rosa/custodians/charles-schwab