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Financial Planners in Sonoma, CA: 2026 rankings

88 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Sonoma: Community First Credit Union, RFA Score 71/100; 4.9★ from 76 Google reviews.

  2. 8

    Most-reviewed: Redwood Credit Union, 114 Google reviews at 4.0★, the most of 88 ranked; ranked #8.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

88 Sonoma financial planners are ranked here by RFA Score, from eight published factors. 25 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.3★ across 88 rated firms.

Top 10 financial planners in Sonoma at a glance

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.

Top 10 financial planners in Sonoma at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Community First Credit Union714.9★ (76)Novato, 15 mi away—Top score
2Redwood Credit Union704.6★ (55)Napa, 9 mi awaySat—
3Redwood Credit Union694.4★ (57)Petaluma, 10 mi awaySat—
4Community First Credit Union684.7★ (77)Santa Rosa, 20 mi away——
5Redwood Credit Union684.3★ (69)Rohnert Park, 14 mi awaySat—
6Fiduciary Financial Group685.0★ (54)San Rafael, 22 mi away——
7Community First Credit Union674.2★ (93)Santa Rosa, 18 mi away——
8Redwood Credit Union674.0★ (114)Santa Rosa, 18 mi awaySatMost reviews
9Redwood Credit Union664.4★ (42)Santa Rosa, 17 mi awaySat—
10Redwood Credit Union664.1★ (48)Novato, 14 mi awaySat—

All 88 financial planners in Sonoma, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

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.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Redwood Credit Union

    Based in Napa, 9 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.6★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 55 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1705 1st St, Napa, CA 94559
    View profile for Redwood Credit Union(707) 545-4000

  3. #3 Redwood Credit Union

    Based in Petaluma, 10 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.4★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 57 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    301 N McDowell Blvd, Petaluma, CA 94954
    View profile for Redwood Credit Union(800) 479-7928

  5. #5 Redwood Credit Union

    Based in Rohnert Park, 14 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.3★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 69 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    250 Rohnert Park Expy, Rohnert Park, CA 94928
    View profile for Redwood Credit Union(707) 545-4000

  8. #8 Redwood Credit Union

    Based in Santa Rosa, 18 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.0★ from 114 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 114 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1205 N Dutton Ave, Santa Rosa, CA 95401
    View profile for Redwood Credit Union(800) 479-7928

  9. #9 Redwood Credit Union

    Based in Santa Rosa, 17 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.4★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 42 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    2763 4th St, Santa Rosa, CA 95405
    View profile for Redwood Credit Union(707) 545-4000

  10. #10 Redwood Credit Union

    Based in Novato, 14 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.1★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1010 Grant Ave, Novato, CA 94945
    View profile for Redwood Credit Union(800) 479-7928

  13. #13 Liberty Group

    Based in Larkspur, 25 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    485 Magnolia Ave, Larkspur, CA 94939
    View profile for Liberty Group(415) 229-9002

  16. #16 Redwood Credit Union

    Based in Santa Rosa, 19 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.1★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 41 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    2460 Mendocino Ave suite a, Santa Rosa, CA 95403
    View profile for Redwood Credit Union(707) 545-4000

  17. #17 Redwood Credit Union

    Based in San Rafael, 23 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 44 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    209 3rd St, San Rafael, CA 94901
    View profile for Redwood Credit Union(800) 479-7928

  20. #20 Redwood Credit Union

    Based in Santa Rosa, 19 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 45 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3033 Cleveland Ave #100, Santa Rosa, CA 95403
    View profile for Redwood Credit Union(707) 545-4000

  23. #23 Redwood Credit Union

    Based in American Canyon, 13 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.5★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    406 Napa Junction Rd Ste 126, American Canyon, CA 94503
    View profile for Redwood Credit Union(800) 479-7928

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 88 ranked financial planners here; the rest are on their profiles.

financial planners in Sonoma, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Abacus Wealth Partners625.0★ (15)21 mi
27Arrow Point Wealth Management615.0★ (11)17 mi
28Bank of America Financial Center613.2★ (60)18 mi
29Miles Brown Asset Management, LLC615.0★ (14)22 mi
30Swad Wealth Management615.0★ (11)19 mi
31Emily S. Chan - Ameriprise Financial Services, LLC615.0★ (14)22 mi
32BMO Bank N.A Branches613.4★ (17)14 mi
33BMO Bank N.A Branches613.0★ (36)16 mi
34Vintage Wealth Advisors615.0★ (5)10 mi
35Sonoma Wealth Advisors614.9★ (33)In Sonoma
36Bank of America (with Drive-thru ATM)613.0★ (76)19 mi
37Bank of America Financial Center602.5★ (43)10 mi
38Margarita's Financial Dynasty, LLC604.6★ (16)24 mi
39Bank of America Financial Center602.9★ (46)16 mi
40BMO Bank N.A Branches602.6★ (13)10 mi
41Bank of America (with Drive-thru ATM)602.8★ (29)14 mi
42Kobrin Financial & Insurance Services605.0★ (10)22 mi
43Bank of America (with Drive-thru ATM)603.2★ (53)23 mi
44Thomas K. Porta CPA, CFA, CFP, Esq.603.2★ (21)18 mi
45Harvest Financial LLC604.0★ (4)9 mi
46Napa Wealth Management595.0★ (3)9 mi
47Wasson Investment Services594.0★ (6)14 mi
48Bank of America (with Drive-thru ATM)593.0★ (47)22 mi
49Summit Wealth Group595.0★ (6)18 mi
50Bank of America (with Drive-thru ATM)592.4★ (45)14 mi

Also serving Sonoma

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Sonoma
BusinessGoogle ratingDistance
Aimee Matthews - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Sonoma
Ameriprise FinancialIn Sonoma
Cerity PartnersIn Sonoma
Edward Jones - Financial AdvisorIn Sonoma
Edward Jones - Financial Advisor: Dean Stein, ChFC®|CEPA®|AAMS®In Sonoma
Edward Jones - Financial Advisor: Gary C Scott, CFP®|CEPA®In Sonoma
Edward Jones - Financial Advisor: Hugo R Mendoza5.0★ (2)In Sonoma
Edward Jones - Financial Advisor: James Wandzilak, CFP®In Sonoma
Edward Jones - Financial Advisor: Joe Klein, CRPS™In Sonoma
Edward Jones - Financial Advisor: John R Cowles5.0★ (2)In Sonoma
Edward Jones - Financial Advisor: Lindsey Stone, CFP®In Sonoma
Edward Jones - Financial Advisor: Matthew G Lightner, CFP®|AAMS®In Sonoma
Edward Jones - Financial Advisor: Peter A Stewart, AAMS®In Sonoma
Edward Jones - Financial Advisor: Peter Monteleone, CEPA®In Sonoma
James Carabini - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Sonoma
Luke Mazza - Financial Advisor, Ameriprise Financial Services, LLCIn Sonoma
Mission Value PartnersIn Sonoma
Myers DewittIn Sonoma
Oak Root LLC5.0★ (1)In Sonoma
Sonoma AllocationsIn Sonoma

How we ranked Sonoma financial planners

We scored 88 Sonoma financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Sonoma data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Sonoma: frequently asked questions

Which financial planner has the highest RFA Score in Sonoma?

By RFA Score, the highest-ranked financial planner in Sonoma, CA is Community First Credit Union with an RFA Score of 71/100. It has 4.9★ from 76 Google reviews. Redwood Credit Union (#2) and Redwood Credit Union (#3) follow. We ranked 88 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Sonoma?

RankedFinancialAdvisors ranks 88 financial planners serving Sonoma, CA. 3 of them are based in Sonoma; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Sonoma work on weekends?

25 of 88 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Redwood Credit Union (#2), Redwood Credit Union (#3) and Redwood Credit Union (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sonoma financial planners have?

The median Google rating among 88 rated financial planners in Sonoma is 4.3★, with a median of 16 reviews. Redwood Credit Union has the most, 114 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Sonoma count in this ranking?

Yes, if they are within 25 mi of the Sonoma city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Sonoma ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Sonoma a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Sonoma

  1. November 2026: RFA Scores recalculated for 88 financial planners serving Sonoma.

More financial planners and Sonoma pages