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Financial advisors in Santa Rosa, CA: 5 specialties ranked (2026)

5 ranked specialtiesUpdated 0 paid placements in any rankingHow we rank

5 specialties have a ranked list for Santa Rosa, CA. Each list ranks the firms that serve the city by RFA Score. The largest list by ranked firms is financial advisors, with 71.

Top 3 in each specialty in Santa Rosa

Ranked by RFA Score among the firms that serve the city. Open a specialty for its full list.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

More specialties listed in Santa Rosa

Fewer than 5 firms qualify to rank here. Linked specialties open the California list.

Nearby pages for Santa Rosa

How Santa Rosa financial advisors are ranked

Each specialty list scores every firm that serves Santa Rosa on the same RFA Score, from 0 to 100.

Reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered each carry a fixed weight.

Rankings can’t be bought. Sponsored firms are labelled, never numbered and never change a rank.

Read the full methodSanta Rosa financial advisors report 2026All California cities