Top advisors in Sonoma
We’ve curated a list of the best financial advisors in Sonoma, take a look at it below
Find an advisor in Sonoma| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $670,714,000 | 19 advisors | ||
| 2 | $349,440,799 | 8 advisors | ||
| 3 | $32,525,925 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Sonoma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sonoma. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Sonoma Wealth Advisors
Assets under management
$670,714,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
2. Sonoma Brands Capital
Assets under management
$349,440,799
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. The Delta Group
Assets under management
$32,525,925
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.