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Sonoma Wealth AdvisorsFinancial advisor in Sonoma, CA

Sonoma Wealth Advisors is a financial advisor at 539 Broadway Ste A, Sonoma, CA 95476, ranked #1 of 120 financial advisors in Sonoma and rated 4.9 from 33 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.

Sonoma, CAUpdated 0 paid placements in any rankingHow we rank

Call (707) 938-7414Website ↗

Key facts

Key facts about Sonoma Wealth Advisors
Address539 Broadway Ste A, Sonoma, CA 95476Get directions
Phone(707) 938-7414
Websitesonomawealthadvisors.com
HoursMonday to Thursday: 9 AM – 4:30 PM; Friday: 9 AM – 3:30 PM
Google rating4.9 from 33 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Sonoma and 11 towns within 25 miles: Napa, Petaluma, American Canyon, Rohnert Park, Novato, Vallejo, Santa Rosa, Hercules, Pinole, San Rafael and San Anselmo.

Based in Sonoma, CAView on map

Opening hours

Opening hours for Sonoma 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 – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sonoma Wealth Advisors

How is Sonoma Wealth Advisors ranked in Sonoma?

Sonoma Wealth Advisors is ranked #1 of 120 financial advisors in Sonoma by RFA Score, with 71 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 Wealth Advisors’ hours?

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

What areas does Sonoma Wealth Advisors serve?

Serves Sonoma and 11 towns within 25 miles: Napa, Petaluma, American Canyon, Rohnert Park, Novato, Vallejo, Santa Rosa, Hercules, Pinole, San Rafael and San Anselmo. 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 Wealth Advisors?

Sonoma Wealth Advisors has a rating of 4.9 from 33 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 Wealth Advisors?

Call Sonoma Wealth Advisors on (707) 938-7414. The business is at 539 Broadway Ste A, Sonoma, CA 95476. 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 Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sonoma Wealth Advisors (this business)—714.9 (33)NoNo
Community First Credit Union#2714.9 (76)NoNo14.7 mi
Redwood Credit Union#3704.6 (55)YesNo9.0 mi

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