#1Sonoma Allocations
SONOMA ALLOCATIONS LLC
Serves this area from CA
Retirement Plan Advisors in Santa Rosa, CA
The top-ranked retirement plan advisors serving Santa Rosa, CA are Sonoma Allocations, Jdh Wealth Management, LLC and Breen Wealth Management, LLC. We list 50 retirement plan advisors serving Santa Rosa, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Santa Rosa, CA (Sonoma County). 50 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Santa Rosa
#2Jdh Wealth Management, LLC
JDH WEALTH MANAGEMENT, LLCServes this area from CA#3Breen Wealth Management, LLC
BREEN WEALTH MANAGEMENT, LLCServes this area from Petaluma, CA (15 mi)#4North Bay Wealth Management
NORTH BAY WEALTH MANAGEMENTServes this area from Petaluma, CA (15 mi)#5Fermata Advisors
FERMATA ADVISORS, LLCServes this area from Sonoma, CA (17 mi)#6Dedora Capital, Inc.
DEDORA CAPITAL, INC.Serves this area from Napa, CA (25 mi)#7Alpha Wealth Management And Planning LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLCServes this area from Novato, CA (25 mi)#8Knecht Capital Management, LLC
KNECHT CAPITAL MANAGEMENT, LLCServes this area from CA#9Longview Financial Advisors, LLC
LONGVIEW FINANCIAL ADVISORS, LLCServes this area from San Rafael, CA (30 mi)#10Jocelyn Investment Management, LLC
JOCELYN INVESTMENT MANAGEMENT, LLCServes this area from San Rafael, CA (31 mi)
20 more providers serving this area
- Global Retirement Partners LLC, San Rafael, CA (31 mi)
- Rpa Financial, LLC, San Rafael, CA (31 mi)
- Madrone Investment Advisory, LLC, San Rafael, CA (34 mi)
- O'donnell Financial Services, LLC, San Rafael, CA (34 mi)
- Westhill Financial Advisors, Inc., San Rafael, CA (34 mi)
- Ridgecrest Wealth Partners, LLC, San Rafael, CA (34 mi)
- Kcm Investment Advisors, Larkspur, CA (36 mi)
- Solano Wealth Advisors, Fairfield, CA (37 mi)
- Aspirean Wealth, LLC, Strawberry, CA (39 mi)
- Urban Investment Advisors, Strawberry, CA (39 mi)
- Schmitz Capital Partners, LLC, Mill Valley, CA (40 mi)
- Penserra Wealth Management, Orinda, CA (48 mi)
- Wespac Advisors, LLC, Orinda, CA (48 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (49 mi)
- Hyphen Wealth Management, Lafayette, CA (49 mi)
- Nauta Capital LLC, Lafayette, CA (49 mi)
- Gebhardt Group, Inc, Lafayette, CA (50 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (50 mi)
- Destination Wealth Management, Contra Costa Centre, CA (50 mi)
- Lafayette Square Financial Advisors, Inc., Acalanes Ridge, CA (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Rosa?
We list 50 retirement plan advisors serving Santa Rosa, CA: 0 based there and 50 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Santa Rosa?
The top-ranked retirement plan advisors serving Santa Rosa, CA are Sonoma Allocations, Jdh Wealth Management, LLC, Breen Wealth Management, LLC, North Bay Wealth Management and Fermata Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santa Rosa are verified against official records?
10 of the top 10 match an active official record: Sonoma Allocations (U.S. Securities and Exchange Commission), Jdh Wealth Management, LLC (U.S. Securities and Exchange Commission), Breen Wealth Management, LLC (U.S. Securities and Exchange Commission), North Bay Wealth Management (U.S. Securities and Exchange Commission) and Fermata Advisors (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .