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Sonoma County Wealth AdvisorsFinancial advisor in Santa Rosa, CA

Sonoma County Wealth Advisors is a financial advisor at 884 3rd St Ste A, Santa Rosa, CA 95404, ranked #26 of 71 financial advisors in Santa Rosa and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Rosa, CAUpdated 0 paid placements in any rankingHow we rank

Call (707) 284-2975Website ↗

Key facts

Key facts about Sonoma County Wealth Advisors
Address884 3rd St Ste A, Santa Rosa, CA 95404Get directions
Phone(707) 284-2975
Websitesocowealthadvisors.com
HoursMonday to Thursday: 9 AM – 4:30 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Santa Rosa and 7 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma, Sonoma, Novato and Napa.

Based in Santa Rosa, CAView on map

Opening hours

Opening hours for Sonoma County Wealth Advisors
DayHours
Monday9 AM – 4:30 PM
Tuesday9 AM – 4:30 PM
Wednesday9 AM – 4:30 PM
Thursday9 AM – 4:30 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sonoma County Wealth Advisors

How is Sonoma County Wealth Advisors ranked in Santa Rosa?

Sonoma County Wealth Advisors is ranked #26 of 71 financial advisors in Santa Rosa by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Sonoma County Wealth Advisors’ hours?

Sonoma County Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4:30 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Sonoma County Wealth Advisors serve?

Serves Santa Rosa and 7 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma, Sonoma, Novato and Napa. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Sonoma County Wealth Advisors?

Sonoma County Wealth Advisors has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Sonoma County Wealth Advisors?

Call Sonoma County Wealth Advisors on (707) 284-2975. The business is at 884 3rd St Ste A, Santa Rosa, CA 95404. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Sonoma County Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sonoma County Wealth Advisors (this business)—665.0 (6)NoNo
Charles Schwab#24673.6 (14)NoNo0.7 mi
Redwood Credit Union#25664.6 (55)YesNo24.6 mi

See all 71 ranked financial advisors in Santa Rosa