Quick answer
There are 46 financial advisors listed in Sonoma County, averaging 2.2★ across 76 verified reviews. Valley Oak Wealth Management (5.0★, 20 reviews) currently ranks #1 by review rating, volume, and proximity.
Looking for the best financial advisors in Sonoma County? FindInMyZip ranks every financial advisors in the county by the same transparent formula — review rating (40%), review volume (30%), proximity (20%), and category fit (10%). Here's what the data shows across 14 cities.
Top-rated financial advisors in Sonoma County
- Valley Oak Wealth Management — 5.0★ across 20 reviews.
- Swad Wealth Management — 5.0★ across 11 reviews.
- Arrow Point Wealth Management — 5.0★ across 9 reviews.
- Proprietor Wealth Management — 5.0★ across 4 reviews.
- Napa Wealth Management — 5.0★ across 3 reviews.
Rankings update automatically as new reviews come in — see the live, always-current list on the Sonoma County directory page.
How many financial advisors serve Sonoma County?
FindInMyZip currently tracks 46 financial advisors across Sonoma County, holding an average rating of 2.2★ on 76 combined reviews. Find a fiduciary advisor for retirement or wealth planning.
Financial Advisors by city in Sonoma County
- Financial Advisors in Cloverdale
- Financial Advisors in Cotati
- Financial Advisors in Forestville
- Financial Advisors in Guerneville
- Financial Advisors in Healdsburg
- Financial Advisors in Kenwood
- Financial Advisors in Monte Rio
- Financial Advisors in Petaluma
What to look for when hiring a financial advisors in Sonoma County
Prioritize licensing and insurance, a track record of recent reviews (not just a high average), and proximity to your ZIP for faster response. When you're ready, schedule a consultation from any listing.
Top-rated financial advisors in Sonoma County
Live ranking — updates automatically as reviews change.
Valley Oak Wealth Management
Valley Oak Wealth Management is a financial advisors business serving Kenwood, CA and the surrounding area.
2 Ranch Dr, Novato, CA 94945, USA
Swad Wealth Management
Swad Wealth Management is a financial advisors business serving Santa Rosa, CA and the surrounding area.
100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, USA
Arrow Point Wealth Management is a financial advisors business serving Santa Rosa, CA and the surrounding area.
1011 2nd St #100, Santa Rosa, CA 95404, USA
Proprietor Wealth Management
Proprietor Wealth Management is a financial advisors business serving Stewarts Point, CA and the surrounding area.
700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, USA
Napa Wealth Management
Napa Wealth Management is a financial advisors business serving Kenwood, CA and the surrounding area.
1836 2nd St, Napa, CA 94559, USA
Frequently asked questions
Who are the best-rated financial advisors in Sonoma County? +
There are 46 financial advisors listed in Sonoma County, averaging 2.2★ across 76 verified reviews. Valley Oak Wealth Management (5.0★, 20 reviews) currently ranks #1 by review rating, volume, and proximity.
How does FindInMyZip rank financial advisors? +
Listings are scored on review rating (40%), review volume (30%), proximity to your ZIP (20%), and category fit (10%). Ratings are Bayesian-smoothed so a few five-star reviews don't outrank an established business unfairly.
How many financial advisors are in Sonoma County? +
46 financial advisors are currently listed across Sonoma County, averaging 2.2★ on 76 reviews.