Business List: Investment Management Firms in Santa Rosa, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
The 99 Group - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx0	acc********@m**********.com
Ryan Mason - Ameriprise Financial Services	1101 College Ave Ste 140 Santa Rosa, CA 95404	70738xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Aleia Coate	7182 Healdsburg Ave Ste A, Sebastopol, CA 95472	70782xxxx8
Edward Jones - Financial Advisor: Erika Lockwood	1611 Terrace Way, Santa Rosa, CA 95404	70757xxxx9	a.j*******@e********.com							87585		100000
Alpha Wealth Management & Planning	120 Stony Point Rd Ste 215, Santa Rosa, CA 95401	70752xxxx3	akr***@a*****.com	3	2					653	14	644
Abundant Financial & Insurances Services	39899 Balentine Dr Newark, CA 94560	51036xxxx4	she**@a****.com
Sonoma County Solutions-Investors	41 Sussex Dr, Santa Rosa, CA 95403	70752xxxx9
Daniel A Peterson	6285 Commerce Blvd Rohnert Park, CA 94928	70758xxxx4
Aljian Capital Management	3550 Round Barn Blvd APT 208, Santa Rosa, CA 95403	70723xxxx8	inf@a***********.com
Janice L Schneider Cfp	900 Mendocino Ave Santa Rosa, CA 95401	70752xxxx0
Ridgeview Financial Planning		70780xxxx0	inf@r*********.com	5	1
Edward Jones - Financial Advisor: Leif S Tinsley	8945 Brooks Rd S, Windsor, CA 95492	70783xxxx4	a.j*******@e********.com							85136
Allstate Personal Financial Representative: Jon Sims	141 Stony Cir Ste 221, Santa Rosa, CA 95401	70758xxxx7	a**00@a*****.com
Nor-Cal Properties & Investments		83362xxxx3
Northwestern Mutual	1049 4th St Ste I, Santa Rosa, CA 95404	70757xxxx7	abb***@n***************.com	1	1
Maggini Albert Merrill Lynch	90 S E St Santa Rosa, CA 95404	70757xxxx0	ale********@m.com			1	2
M Capital Funding	201 1st St, Petaluma, CA 94952	41589xxxx0
Jose Anaya, Financial Services Professional with New York Life	149 Stony Cir Ste 200 Santa Rosa, CA 95401	70756xxxx4	aak*********@n********.com					4.3	1347	653615		657000
Edward Jones - Financial Advisor: Monique Pearl	1801 4th St Santa Rosa, CA 95404	70752xxxx1	a.j*******@e********.com							87600		100000
Marco Rivera - Ameriprise Financial Services	528 A St Santa Rosa, CA 95401	70754xxxx3	ape*************@a*.com	3	1
Retirement Investment Specialists	1120 College Ave, Santa Rosa, CA 95404	70757xxxx2	dav***********@l.com	5	1
Wedbush Morgan Securities	416 B St Ste D, Santa Rosa, CA 95401	70752xxxx0	a.c@w****.com							4507	290	4500
Altus Equity	2230 Professional Dr, Santa Rosa, CA 95403	70754xxxx2	aei**@a********.com
Brett Howard - Ameriprise Financial Services	528 A St Santa Rosa, CA 95401	70738xxxx5	ape*************@a*.com									57
Wedbush Securities	2455 Bennett Valley Rd Ste C218 Santa Rosa, CA 95404	70752xxxx0	a.c@w****.com			5	1			4510	289	4500
Stifel - Santa Rosa	3554 Round Barn Blvd Ste 200, Santa Rosa, CA 95403	70754xxxx1	buc***@s***.com									33
Allworth Financial	131-A Stony Cir Building 500, Santa Rosa, CA 95401	70729xxxx8	all**********@a**************.com							5389	47	5500
Marco Rivera - Financial Advisor, Ameriprise Financial Services, LLC	528 A St, Santa Rosa, CA 95401	70754xxxx3	ape*************@a*.com	3	1
Oak Mountain Financial Group	5468 Skylane Blvd, Santa Rosa, CA 95403	70752xxxx3	je@c**************.com
Crane Kelly F CFP CLU CFA	1127 Pope St, Saint Helena, CA 94574	92582xxxx3
Edward Jones - Financial Advisor: Erik J Andersen	8945 Brooks Rd S Ste B, Windsor, CA 95492	70783xxxx4
Bizprov Intl	724 Sparkes Rd Sebastopol, CA 95472	70782xxxx7
Merrill Investment & Retirement Financial Center	1155 W Steele Ln, Santa Rosa, CA 95403	70729xxxx8	dom***************@b**********.com
Windy Bay Investment Company	1250 Church St, Saint Helena, CA 94574	70796xxxx7
Sonoma Wealth Advisors - Santa Rosa	50 Old Courthouse Sq #300, Santa Rosa, CA 95404	70793xxxx4	ben@s*******************.com					5	34	640	15	663
John Pearson CFP - Independent Financial Group	1400 Guerneville Rd Ste 14 Santa Rosa, CA 95403	70758xxxx5	jpe***@i**.com			5	2
Edward Jones Investments	52 Mission Cir, Santa Rosa, CA 95409	70753xxxx7	acc********@e********.com							587	8	1000
Edward Jones - Financial Advisor: Bill Glascock, CFP®	1611 Terrace Way, Santa Rosa, CA 95404	70757xxxx0	a.j*******@e********.com
Oakmont Financial Group	6580 Oakmont Dr Ste B Santa Rosa, CA 95409	70753xxxx0	con**@o******************.com
McGowan Rita CFP	Santa Rosa, CA 95402	70754xxxx2
Edward Jones - Financial Advisor: Jonathan A Polkinghorn	1260 N Dutton Ave Ste 285, Santa Rosa, CA 95401	70752xxxx2
Wilusz and Associates - Ameriprise Financial Services	611 Humboldt St Santa Rosa, CA 95404	70756xxxx8	dns***@a*.com
PURE Property Management of California	1101 College Ave # 140, Santa Rosa, CA 95404	70752xxxx0	nor***@p***.co	4.4	542
M W Investment Strategy Group	655 Piper St, Healdsburg, CA 95448	70743xxxx7	agu***@m*****.com
Edward Jones - Financial Advisor: Cara C Widmer	1161 Gravenstein Hwy S Sebastopol, CA 95472	70782xxxx1	a.j*******@e********.com	3	2					87585		100000
Edward Jones - Financial Advisor: Tom McGinley	800 Mendocino Ave Ste 3 Santa Rosa, CA 95401	70754xxxx1	a.j*******@e********.com							87585		100000
Graystone Consulting - Santa Rosa - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70757xxxx5	acm*********@m**********.com
Sonoma Wealth Advisors	50 Old Courthouse Square Ste 300 Santa Rosa, CA 95404	70793xxxx4	ben@s*******************.com					5	34	640	15	663
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Edward Jones - Financial Advisor: Daniel A Myers	8945 Brooks Rd S Ste B, Windsor, CA 95492	70783xxxx4	a.j*******@e********.com							64		69
Morgan Stanley Wealth Management	Serving theSanta Rosa Area	70757xxxx0
SVN \| True Real Estate Partners	1101 College Ave # 210, Santa Rosa, CA 95404	70738xxxx7	inf@s*************.com	4.3	12
Edward Jones - Financial Advisor: Tim R Moore	7724 Healdsburg Ave Sebastopol, CA 95472	70782xxxx0	a.j*******@e********.com			5	1			87585		100000
Schneider & Associates	900 Mendocino Ave Santa Rosa, CA 95401	70752xxxx0
Redwood Residential Property Management	1751 4th St, Santa Rosa, CA 95404	70754xxxx6	inf@r********.com	4.5	105
Raymond James Financial Services	1304 Southpoint Blvd, Petaluma, CA 94954	70776xxxx0
Progressive Asset Management & Financial West Group	575 W College Ave Santa Rosa, CA 95401	70757xxxx0
Brooks Crissey - Ameriprise Financial Services	528 A St Santa Rosa, CA 95401	70738xxxx8	ape*************@a*.com
Kobrin Insurance	190 Wikiup Dr, Santa Rosa, CA 95403	70756xxxx5	off********@t************.com
Spectrum Private Wealth Advisors - Ameriprise Financial	1208 4th St Santa Rosa, CA 95404	70757xxxx0	dns***@a*.com			3	2
Meritage Wealth Advisory	Santa Rosa, CA 95405	70775xxxx7	inf@m*************.com			5	3					522
Trent Wealth Management of LPL Financial	3510 Unocal Pl #300, Santa Rosa, CA 95403	70780xxxx3	aar******@l.com
Censia Wealth Advisors	5213 El Mercado Pkwy Suite F, Santa Rosa, CA 95403	70752xxxx0	inf@c**********.com	4	4					78		88
Praxis Capital, Inc.	3550 Round Barn Blvd # 104, Santa Rosa, CA 95403	70752xxxx0	bob@p******.com	5	1
Umpqua Bank	9078 Brooks Rd S, Windsor, CA 95492	70783xxxx0	aar*******@u*******.com	5	1			3.9	1189	50653	664	49000
Focus Real Estate & Investment	3936 Mayette Ave, Santa Rosa, CA 95405	70754xxxx3	aar@f*****.com	2.7	10
Ubs	100 B St Ste 300, Santa Rosa, CA 95401	70757xxxx2	aar*****@u.com							229669		242000
Spectrum Private Wealth Advisors - Ameriprise Financial Servic	1208 4th St Santa Rosa, CA 95404	70757xxxx0	dns***@a*.com
The Madison/Schmidt Group - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx9	acc********@m**********.com
The Hart Group	5213 El Mercado Pkwy Ste F Santa Rosa, CA 95403	70752xxxx0		4	4
Shanks Tom	4680 Wallace Rd N, Santa Rosa, CA 95404	70753xxxx0	chr@h*************.com
Zepponi & Company	200 4th St #250, Santa Rosa, CA 95401	70754xxxx0	edu**@z****.com	5	1
Beddow Capital Management Inc	250 Healdsburg Ave, Healdsburg, CA 95448	70743xxxx0	a.g******@b**********.com
Jane K Costello - Edward Jones	182 Farmers Ln Ste 200 Santa Rosa, CA 95405	70757xxxx4	acc********@e********.com	5	1							21
North Bay Property Advisors	823 Sonoma Ave, Santa Rosa, CA 95404	70752xxxx0	afi*******@n*********.com	4.6	22
Assured Financial Solutions	3510 Unocal Pl Santa Rosa, CA 95403	70752xxxx9
Innovative Wealth Solutions	445 Orchard St # 110, Santa Rosa, CA 95404	70754xxxx0
Wasson Investment Services	6020 Commerce Blvd Ste 122 Rohnert Park, CA 94928	70720xxxx3	was*@n**************.com	4	6
Maya Cama Cottage Investments	5722 Cottage Ridge Rd Santa Rosa, CA 95403	70754xxxx9
Austen Wilson - Thrivent	427 Mendocino Ave #100, Santa Rosa, CA 95401	25327xxxx0	abc*****@t*****.com									54
Addison Avenue Investment Services	2500 Mendocino Ave Ste C, Santa Rosa, CA 95403	70757xxxx6	aar**********@r*********.com							17482		18000
Premier Property Services	100 Stony Point Rd Suite 180, Santa Rosa, CA 95401	70754xxxx5	ang*@p*********.com	3	2
Hawksbill Capital Management	2029 Stagecoach Rd Santa Rosa, CA 95404	70753xxxx1
Parker Mortgage & Investment Company	2777 Cleveland Ave, Santa Rosa, CA 95403	70756xxxx0	kev@p******.biz
JW Financial Advisors LLC	5656 Wild View Way, Santa Rosa, CA 95404	70756xxxx3	joh@j*********.com					5	11			15
Edward Jones - Financial Advisor: Norman W Eisley, Cfp®\|aams®	1421 Guerneville Rd Ste 104, Santa Rosa, CA 95403	70757xxxx7	acc********@e********.com							95		94
US Mortgage & Investment Co	1535 Farmers Ln, Santa Rosa, CA 95405	70748xxxx0
Christopher Danzer - Ameriprise Financial Services	1101 College Ave Ste 140 Santa Rosa, CA 95404	86622xxxx9	dns***@a*.com
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	3
Jacobson Mark V Cfp	1320 North St Apt 32 Santa Rosa, CA 95404	70754xxxx0
Wells Fargo Advisors	3700 Old Redwood Hwy Suite 108, Santa Rosa, CA 95403	70754xxxx0	a.b@w*****************.com	4	4					188197		189000
Edward Jones - Financial Advisor: Jason S Black	1101 College Ave Ste 220 Santa Rosa, CA 95404	70754xxxx2	a.j*******@e********.com							87585		100000
Investments Strategies	Santa Rosa, CA 95404	70753xxxx0
Erika Lockwood - Edward Jones	1611 Terrace Way Santa Rosa, CA 95404	70757xxxx9	a.j*******@e********.com							87600		100000
Charles Schwab	200 4th St Suite #100, Santa Rosa, CA 95401	70756xxxx1	chr********@s***.com	4.1	11
State Farm	5753 Desoto Dr Santa Rosa, CA 95409	70766xxxx9
Managed Care Solutions	25 Old Courthouse Sq Santa Rosa, CA 95404	70752xxxx9
Edward Jones - Financial Advisor: Mark P Dunn	1151 Yulupa Ave Santa Rosa, CA 95405	70757xxxx8	a.j*******@e********.com	5	4	5	8			155		154
Randolph Managed Investments	50 Old Courthouse Sq Ste 303, Santa Rosa, CA 95404	70757xxxx7
Vangh Investments	810 Yulupa Ave, Santa Rosa, CA 95405	70754xxxx8
Swad Wealth Management	100 Stony Point Rd Ste 244 Santa Rosa, CA 95401	70789xxxx0	inf@s********.com	5	8	5	1
The Round Barn Group - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx0	acc********@m**********.com
A E I Financial Group	3558 Round Barn Blvd Ste 200 Santa Rosa, CA 95403	70753xxxx7	eri@a**********.net			4.6	10	5	6			72
Napa Valley Laparoscopy	1127 Pope St, Saint Helena, CA 94574	70796xxxx6	amb**********@n***************.com
Martin Benck - Prudential Financial	110 Stony Point Rd, Santa Rosa, Ca 95401	70754xxxx0	abc*****@p*******.com
Hank DesJardins - Financial Advisor, Ameriprise Financial Services	528 A St, Santa Rosa, CA 95401	70738xxxx5	ape*************@a*.com
Edward Jones Investments	1611 Terrace Way, Santa Rosa, CA 95404	70757xxxx9	acc********@e********.com							587	8	1000
Crumbley Financial Services	6020 Commerce Blvd, Rohnert Park, CA 94928	70758xxxx0	ric*********@l.com
Rubins Financial Strategies & Foothill Securities Inc	320 10th St Ste 304, Santa Rosa, CA 95401	70754xxxx9
NBC Securities	3562 Round Barn Cir, Santa Rosa, CA 95403	70729xxxx0
GW Randall & Associates	3510 Unocal Pl #207, Santa Rosa, CA 95403	70756xxxx3	re@g********.com
Upstream Investments	490 Mendocino Ave #100, Santa Rosa, CA 95401	70756xxxx0	rp@s************.org
Ryan Mason - Financial Advisor, Ameriprise Financial Services	528 A St Ste 200, Santa Rosa, CA 95401	91682xxxx1	dns***@a*.com	5	1
Edward Jones - Financial Advisor: Jonathan A Polkinghorn	1527 Farmers Ln Santa Rosa, CA 95405	70754xxxx1	a.j*******@e********.com	5	1					87585		100000
Smith Davis Group - Morgan Stanley Financial Advisors	3562 Round Barn Cir 1st Flor, Santa Rosa, CA 95403	70752xxxx0	acc********@m**********.com
VanDenburg Capital Management	2800 Cleveland Ave Ste D Santa Rosa, CA 95403	70757xxxx0	to@v*********.com							261		249
Daniel A Myers - Edward Jones	8945 Brooks Rd S Ste B Windsor, CA 95492	70783xxxx4	a.j*******@e********.com									69
Sonoma County Wealth Advisors	884 3rd St Ste A, Santa Rosa, CA 95404	70728xxxx5	inf@s****************.com
BRIAN BARRETT, Agent - New York Life	149 Stony Circle Ste 200, Santa Rosa, CA 95401	70756xxxx6	aco****@f.newyorklife							266		307
Edward Jones - Financial Advisor: Holly M Garretson, CFP®\|AAMS™	1410 Neotomas Ave #106, Santa Rosa, CA 95405	70752xxxx2	a.j*******@e********.com	5	1							103
Rubins Financial Strategies	Serving theSanta Rosa Area	70753xxxx9
Morgan Stanley Financial Advisors	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx0	acc********@m**********.com	5	3
Golden State Wealth Management	1421 Guerneville Rd Suite 200, Santa Rosa, CA 95403	70758xxxx9	ash********@t************.com	1	1
Enspire Wealth Management, LLC	3510 Unocal Pl Suite 301, Santa Rosa, CA 95403	70752xxxx9	inf@e***********.com
Summit Funding	1400 N Dutton Ave, Santa Rosa, CA 95401	70752xxxx0	aal*****@s**********.net							134	15
Edward Jones - Financial Advisor: Meredeth A Bertacco, CFP®	7182 Healdsburg Ave Ste A, Sebastopol, CA 95472	70782xxxx8	a.j*******@e********.com							87585		100000
Edward Jones - Financial Advisor: Caroline R Fox	1151 Yulupa Ave Santa Rosa, CA 95405	70757xxxx8	a.j*******@e********.com							87585		100000
Pro Money Management	850 2nd St Ste D Santa Rosa, CA 95404	70756xxxx0
Bill Glascock - Edward Jones	1611 Terrace Way Santa Rosa, CA 95404	70757xxxx0	a.j*******@e********.com
Scarbrough Financial Group	3554 Round Barn Blvd Ste 205, Santa Rosa, CA 95403	70752xxxx0	col@s****************.com							55		54
Kilkenny Advisors	3800 Guerneville Rd Santa Rosa, CA 95401	70754xxxx0
Gbs Financial Corporation	558 B St # 200, Santa Rosa, CA 95401	70756xxxx0		5	1
Northwestern Mutual Financial Network	149 Stony Cir Ste 250 Santa Rosa, CA 95401	70757xxxx5	aar********@n*.com							107326	16242	108000
Encore Wealth Management	1605 4th St, Santa Rosa, CA 95404	70757xxxx3
Edward Jones - Financial Advisor: Olivia Foppiano	144 Matheson St, Healdsburg, CA 95448	70743xxxx7	a.j*******@e********.com
Arrow Point Wealth Management	1011 2nd St Ste 100, Santa Rosa, CA 95404	80024xxxx6
Edward Jones - Financial Advisor: Justin C Pigeon	2455 Bennett Valley Rd Ste C116, Santa Rosa, CA 95404	70754xxxx7	a.j*******@e********.com									8
Centaurus Financial	445 Orchard St Santa Rosa, CA 95404	70754xxxx0
Northbay Advisors	6010 Commerce Blvd, Cotati, CA 94928	70758xxxx4	dan@n***************.com									9
Pensionalysis, Inc.	522 San Anselmo Ave San Anselmo, CA 94960	41545xxxx4	chi@p***********.com			1	1
Edward Jones - Financial Advisor: Norman W. Eisley	1421 Guerneville Rd Ste 104 Santa Rosa, CA 95403	70757xxxx7	a.j*******@e********.com			5	1			95		94
Wilson, Michael T	930 Mendocino Ave, Santa Rosa, CA 95401	70757xxxx1
Edward Jones - Financial Advisor: Norman W Eisley, CFP®	1421 Guerneville Rd Ste 104, Santa Rosa, CA 95403	70757xxxx7	a.j*******@e********.com							87592		100000
Pathway Insurance Agency	2425 Cleveland Ave Ste 100 Santa Rosa, CA 95403	70757xxxx9
Jhahleh’s Consulting Services	4719 Quail Lakes Dr Stockton, CA 95207	20997xxxx9	fil*@g****.com
Napa Valley Wealth Management	1127 Pope St Ste 101, Saint Helena, CA 94574	70796xxxx6											5	1
Edward Jones - Financial Advisor: Aaron A Foppe	2544 Cleveland Ave Ste 200 Santa Rosa, CA 95403	70729xxxx1	a.j*******@e********.com							87585		100000
Edward Jones - Financial Advisor: Matthew Walls	1101 College Ave Ste 220, Santa Rosa, CA 95404	70754xxxx2	acc********@e********.com							87585		100000
Bob Duffield - Edward Jones	5761 Mountain Hawk Dr Ste 101 Santa Rosa, CA 95409	70753xxxx0	a.j*******@e********.com	5	1					142	3	140
Mission Capital	4795 Old Redwood Hwy, Santa Rosa, CA 95403	70763xxxx0	jgu**@m***************.com	4.4	7
ZRC Wealth Management, LLC	3562 Round Barn Cir Suite 300, Santa Rosa, CA 95403	70752xxxx1	inf@z***.com
Edward Jones - Financial Advisor: Katherine Wells	1301 Redwood Way Ste 245, Petaluma, CA 94954	70779xxxx0	a.j*******@e********.com	5	2					1		1
Ben Stewart - Ameriprise Financial Services	1101 College Ave Ste 140 Santa Rosa, CA 95404	70720xxxx0	ben******@a*.com									138
Deucalion	19501 Brooklime Sonoma, CA 95476	70793xxxx4
Innovative Retirement Advisers	4737 Stonehedge Dr, Santa Rosa, CA 95405	70753xxxx6	web****@e****.com
Edward Jones - Financial Advisor: Kim I Murphy	3510 Unocal Pl Ste 101 Santa Rosa, CA 95403	70754xxxx0	a.j*******@e********.com							114		116
RBC Wealth Management	3562 Round Barn Cir, Santa Rosa, CA 95403	70752xxxx6	cli********@r.com							14733		16000
Matthew Hunstock - Ameriprise Financial Services	1101 College Ave Ste 140 Santa Rosa, CA 95404	70720xxxx5	dns***@a*.com
Edward Jones - Financial Advisor: Greg Harder	1527 Farmers Ln, Santa Rosa, CA 95405	70754xxxx1	acc********@e********.com	5	1					87585		100000
UBS Financial	3558 Round Barn Blvd Ste 201, Santa Rosa, CA 95403	70752xxxx1	aar*****@u.com							229669		242000
Edward Jones - Financial Advisor: Cara C Widmer, AAMS™	1161 Gravenstein Hwy S, Sebastopol, CA 95472	70782xxxx1	a.j*******@e********.com							87585		100000
Ameriprise Financial Advisors - Fannin & Associates	110 Stony Point Rd Ste 260 Santa Rosa, CA 95401	70752xxxx6	dns***@a*.com
Edward Jones - Financial Advisor: Jason S Black	521 College Ave, Santa Rosa, CA 95404	70754xxxx2	a.j*******@e********.com							85136
Double Eagle Financial	2300 Bethards Dr Ste R, Santa Rosa, CA 95405	70757xxxx3	chu@d******************.com
Kendrick Valerie Ea Cfp	1525 4th St Santa Rosa, CA 95404	70754xxxx9
Kera Capital Partners	Sacramento, CA 95817	40866xxxx4	inf@k*****.com
Gutsch Jeff	3700 Old Redwood Hwy, Santa Rosa, CA 95403	70752xxxx0
Double Eagle Financial Registered Investment Advsr	2300 Bethards Dr Ste R Santa Rosa, CA 95405	70757xxxx3		5	1	2.3	3
Sisson & Son	101 Golf Course Dr Ste A1 Rohnert Park, CA 94928	70758xxxx2	sis********@p**.dreamhost	4.9	29	5	21
Buckingham Strategic Wealth	3550 Round Barn Blvd #212, Santa Rosa, CA 95403	70754xxxx0	adm@b**************.com	5	1					557	6	652
Life	4137 Chico Ave Santa Rosa, CA 95407	70754xxxx3
Prestige Real Estate & Property Management	2999 Cleveland Ave C, Santa Rosa, CA 95403	70780xxxx1	cra*********@g**.com	4.5	41					329	23
Pirates Payment Processing Solution	Pittsburg, CA 94565	51035xxxx1
JDH Wealth Management	181 CONCOURSE BLVD., Ste A, Santa Rosa, CA 95403	70754xxxx0	c18***************************@s***.wixpress							169	3	171
Commonwealth Financial Network	7476 Hidden Lake Rd, Forestville, CA 95436	70788xxxx6	a.-***********@c*********.com
Money Manager Review	12620 DuPont Rd Sebastopol, CA 94109	41538xxxx1				1	2
BaySierra Financial, Inc.	1410 Neotomas Ave #102, Santa Rosa, CA 95405	70754xxxx6	bri**@b******.com	5	14							3
MAI Capital Management	917 Mendocino Ave, Santa Rosa, CA 95401	70752xxxx1	aar@m.capital
Edward Jones - Financial Advisor: Will Ekren	6010 Commerce Blvd Ste 150 Rohnert Park, CA 94928	70758xxxx6	a.j*******@e********.com									119
WealthSpring	1550 Airport Blvd Suite 205, Santa Rosa, CA 95403	70796xxxx7	abo*@w*****************.com
Daulat	30920 Huntwood Ave Ste 203 Hayward, CA 94544	34787xxxx5	ric@d*****.com							2567		2900
Ameriprise Financial Advisors	3510 Unocal Pl Ste 207 Santa Rosa, CA 95403	70756xxxx7	ame***************@e.ameriprise							132671		134000
Acg	5810 Commerce Blvd, Rohnert Park, CA 94928	70758xxxx2	aei**@a********.com
Erickson Dan	2300 Bethards Dr Ste H Santa Rosa, CA 95405	70757xxxx4
Sonoma Wealth Management Group - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx0	acc********@m**********.com
CIRE Property Management	823 Sonoma Ave, Santa Rosa, CA 95404	70753xxxx6	bi@n*********.com	1	1
Edward Jones - Financial Advisor: Jeff Crouch	1801 4th St, Santa Rosa, CA 95404	70752xxxx1	a.j*******@e********.com	5	2					224	84	235
Edward Jones - Financial Advisor: Krista Neary	574 E Cotati Ave, Cotati, CA 94931	70766xxxx7	a.j*******@e********.com							90	2	92
Edward Jones - Financial Advisor: Holly M Garretson	1260 N Dutton Ave Ste 285 Santa Rosa, CA 95401	70752xxxx2	a.j*******@e********.com			5	3					103
Edward Jones - Financial Advisor: Anthony J Feeney	6085 State Farm Dr Ste 105, Rohnert Park, CA 94928	70758xxxx3	a.j*******@e********.com							87585		100000
Patelco Credit Union	1965 Cleveland Ave, Santa Rosa, CA 95401	80035xxxx8	a@p******.org	3.7	23					34546	705	34000
Commercial Management Group	1899 Mendocino Ave, Santa Rosa, CA 95401	86689xxxx0	inf@c**********.com
King Ridge Group - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx8
Randolph Managed Investments	50 Old Courthouse Sq Santa Rosa, CA 95404	70757xxxx7
Moe Jacobson - Raymond James	201 Keller St, Petaluma, CA 94952	70776xxxx4	aar**********@r*********.com							17482		18000
Lopez Marin Alina	738 Orchard St Santa Rosa, CA 95404	70752xxxx9
Early and Associates Insurance Services	Petaluma, CA 94954	70732xxxx4	ani@n**********************.com									71
Drake Thomas Financial Consultant	5468 Skylane Blvd, Santa Rosa, CA 95403	70754xxxx7
Intention Financial Group	1101 College Ave Suite 215, Santa Rosa, CA 95404			5	17
Hank DesJardins - Ameriprise Financial Services	528 A St Santa Rosa, CA 95401	70738xxxx5	ape*************@a*.com
Stifel	3554 Round Barn Blvd #200, Santa Rosa, CA 95403	70754xxxx1	buc***@s***.com							4772		5200
Abacus Wealth Partners	101 South Main St Sebastopol, CA 95472	70782xxxx0	aca**@a*********.com	5	1	5	1			894		933
Sonoma Investment Group	801 4th St, Santa Rosa, CA 95404	85532xxxx3
Brett Howard - Financial Advisor, Ameriprise Financial Services, LLC	528 A St, Santa Rosa, CA 95401	70738xxxx5	ape*************@a*.com									57
Stockmarket Cycles	3806 Skyfarm Dr Santa Rosa, CA 95403	70776xxxx0	gn6**********@p**.dreamhost
Larson Sue M Financial Services	930 Mendocino Ave Santa Rosa, CA 95401	70757xxxx3
Ubs Financial Services	3558 Round Barn Blvd, Santa Rosa, CA 95403	70753xxxx0
Grove Wealth Advisors		70738xxxx0
Avior Wealth Management	2880 Cleveland Ave Ste 2, Santa Rosa, CA 95403	70757xxxx0	col******@a**.com	5	1
Cipolla Financial & Insurance Services	50 Santa Rosa Ave # 110, Santa Rosa, CA 95404	70734xxxx4
Edward Jones - Financial Advisor: Jane K Costello	2300 Bethards Dr, Santa Rosa, CA 95405	70757xxxx4	a.j*******@e********.com
Ascend National Wealth Advisors	427 Mendocino Ave #100, Santa Rosa, CA 95401	25327xxxx0	abc*****@t*****.com									54
Wood Wealth Management	3663 N Laughlin Rd # 203, Santa Rosa, CA 95403	70757xxxx5
Aljian Capital Management	3550 Round Barn Blvd, Santa Rosa, CA 95403	70723xxxx8	inf@a***********.com
Upton Financial	131 Stony Cir #500, Santa Rosa, CA 95401	70752xxxx1	inf@u*****.com
Edward Jones - Financial Advisor: Tim R Moore, AAMS™	7724 Healdsburg Ave, Sebastopol, CA 95472	70782xxxx0	a.j*******@e********.com							87585		100000
Bank Of Marin	412 Center Street, Healdsburg, CA 95448	70743xxxx0	ach********@b********.com
Michael T Wilson, CFP	930 Mendocino Ave Ste 101 Santa Rosa, CA 95401	70757xxxx1
Encore Wealth Management	1605 Fourth St Santa Rosa, CA 95404	70757xxxx3	ama*@e*****.com			4	4
Apex Wealth Advisors - Ameriprise Financial Services	528 A St, Santa Rosa, CA 95401	70738xxxx0	ape*************@a*.com									57
Soennichsen Rick Cfp	3510 Unocal Pl Ste 200 Santa Rosa, CA 95403	70752xxxx4
Wells Fargo Private Bank	3550 Round Barn Blvd, Santa Rosa, CA 95403	70752xxxx0	aar********@w*******.com							153083		11
Strategic Planning & Investment Advisors - Ameriprise Financial	1101 College Ave Ste 140 Santa Rosa, CA 95404	70720xxxx5	dns***@a*.com
Parker Mortgage & Investment Co	131 Stony Cir, Santa Rosa, CA 95401	70757xxxx2	joh@p*******.biz
Corwell Asset Management	1058 Wikiup Dr Santa Rosa, CA 95403	70754xxxx2
Edward Jones - Financial Advisor: Tim Hanson	600 McDonald Ave Suite 100, Santa Rosa, CA 95404	70754xxxx0	a.j*******@e********.com							87600		100000
W Property Management. Inc.	1101 College Ave # 140, Santa Rosa, CA 95404	70754xxxx7	gar@w*****************.com	4.6	54
Edward Jones - Financial Advisor: Bob Duffield	5761 Mountain Hawk Dr Ste 101, Santa Rosa, CA 95409	70753xxxx0	a.j*******@e********.com		12					142	3	140
Specialized Services For Law Firms	15 W 3rd St Suite B, Santa Rosa, CA 95401	70752xxxx4	adm@c******.com	4.2	5
NPB Financial Group	5339 Yerba Buena Rd, Santa Rosa, CA 95409	70753xxxx3
John Hancock Financial	2 Padre Pkwy Rohnert Park, CA 94928	70758xxxx7	dns****@m*****.com
Scarbrough Financial Group, LLC.	3554 Round Barn Blvd # 204, Santa Rosa, CA 95403	86653xxxx0	col@s****************.com	5	1
Ylisa I Sanford - Ameriprise Financial Services	1208 4th St Santa Rosa, CA 95404	70757xxxx0	dns***@a*.com
Umpqua Bank	201 N Main St, Sebastopol, CA 95472	70763xxxx0	ali********@u*******.com	4	9			3.9	1189	50653	660	49000
Morgan Stanley Wealth Management	3562 Round Barn Cir, Santa Rosa, CA 95403	70757xxxx9	aar*********@m*********************.com
GRP Wealth Strategies Group	165 Johnson St, Windsor, CA 95492	70783xxxx1	adm@g****************.com
Brooks Crissey - Financial Advisor, Ameriprise Financial Services	528 A St, Santa Rosa, CA 95401	70738xxxx8	ape*************@a*.com
Financial Advisers Network	141 Stony Cir Ste 207 Santa Rosa, CA 95401	70757xxxx1
Foothill Securities-Barbara Chown	141 Stony Cir, Santa Rosa, CA 95401	70752xxxx0	mai@b************.com
Edward Jones - Financial Advisor: Meredeth A Bertacco	7182 Healdsburg Ave Ste A Sebastopol, CA 95472	70782xxxx8	a.j*******@e********.com	5	2	5	1					192
Edward Jones - Financial Advisor: Taylor J Novak	6085 State Farm Dr Ste 105, Rohnert Park, CA 94928	70758xxxx3	a.j*******@e********.com							87585		100000
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Wealth Enhancement Group	1127 Pope St Ste 101, Saint Helena, CA 94574	70796xxxx6	aba**@w**************.com
Mathew P Schweifler, Financial Advisor	100 E St #207, Santa Rosa, CA 95404	70731xxxx1	inf@h***************.com
CaliforniaHawk Wealth Management; Gilbert Hawkins	2625 Piner Rd, Santa Rosa, CA 95401	70757xxxx7
Ameriprise Financial Advisors	3510 Unocal Pl Ste 206 Santa Rosa, CA 95403	70756xxxx8
Tri Telic Inc A Registered Investment Advisor	3550 Round Barn Blvd Ste 207 Santa Rosa, CA 95403	70757xxxx1
Edward Jones - Financial Advisor: Kim I Murphy, CEPA®\|AAMS™	3510 Unocal Pl #101, Santa Rosa, CA 95403	70754xxxx0	a.j*******@e********.com							87592		100000
Edward Jones - Financial Advisor: Miranda J Sandvig, AAMS™	170 Farmers Ln Suite 4, Santa Rosa, CA 95405	70757xxxx9	a.j*******@e********.com									24
Bell Investment Advisors	131-A Stony Cir Ste 500 Santa Rosa, CA 95401	51043xxxx6
Edward Jones - Financial Advisor: Joseph A Sobolewski	144 Matheson St, Healdsburg, CA 95448	70743xxxx7	a.j*******@e********.com							87585		100000
Edward Jones - Financial Advisor: Will Ekren, AAMS™	6010 Commerce Blvd Ste 150, Rohnert Park, CA 94928	70758xxxx6	a.j*******@e********.com									119
Umpqua Bank	6641 Oakmont Dr, Santa Rosa, CA 95409	70753xxxx0	abc*****@u*******.com	4.2	5			4	1189	50650	669	49000
D J Hunt Private Client Group	520 Palm Ave Penngrove, CA 94951	70779xxxx2
NorthBay Property Management	1057 College Ave #8, Santa Rosa, CA 95404	70723xxxx9		3.2	9
Edward Jones - Financial Advisor: Jessica A Kozlowski	1527 Farmers Ln, Santa Rosa, CA 95405	70754xxxx1
Allied Brokers	Pleasanton, CA 94566	92533xxxx0				5	2
North Coast Asset Management	9051 Conde Ln Windsor, CA 95492	70783xxxx0
Financial Network Investment Corporation	7217 Malone Rd, Forestville, CA 95436	70788xxxx9	bea@c********.com
Edward Jones - Financial Advisor: Russell D Van Sistine	800 Mendocino Ave Ste 3 Santa Rosa, CA 95401	70754xxxx1	a.j*******@e********.com							87585		100000
Umpqua Bank	3558 Round Barn Blvd Ste 300, Santa Rosa, CA 95403	70757xxxx0	aar*******@u*******.com					3.9	1189	50653	669	49000
Rick Tasker, Robertson Stephens	2455 Bennett Valley Rd Ste B115, Santa Rosa, CA 95404	80088xxxx7	abl@r******.com							995	8	1000
JW Financial Advisors	5656 Wild View Way Santa Rosa, CA 95404	70753xxxx2	j.-***@j********.com					5	11			15
BaySierra Financial	1410 Neotomas Ave Ste 102 Santa Rosa, CA 95405	70754xxxx6	bri**@b******.com									3
Edward Jones - Financial Advisor: Bill Glascock	5761 Mountain Hawk Dr Ste 101, Santa Rosa, CA 95409	70753xxxx0
Commercial Management Group	418 B St, Santa Rosa, CA 95401	70757xxxx0	inf@c**********.com	5	4
Edward Jones - Financial Advisor: Tim Woods	6641 Oakmont Dr Ste A Santa Rosa, CA 95409	70728xxxx8	a.j*******@e********.com							87585		100000
Annadel Capital	200 4th St Ste 300B Santa Rosa, CA 95401	70752xxxx3
Willow Creek Wealth Management	825 Gravenstein Hwy N, Sebastopol, CA 95472	70782xxxx6	all*****@w**************.com							105		110
Apex Wealth Advisors - Ameriprise Financial Services, LLC	528 A St, Santa Rosa, CA 95401	70738xxxx0	ape*************@a*.com									57
Edward Jones - Financial Advisor: Tom Croft	1611 Terrace Way Santa Rosa, CA 95404	70757xxxx9	a.j*******@e********.com							87585		100000
Edward Jones - Financial Advisor: Craig Walker	1425 N Mcdowell Blvd Ste 110, Petaluma, CA 94954	70794xxxx6	a.j*******@e********.com		116					87585		100000
Frimmersdorf, Rey	850 3rd St, Santa Rosa, CA 95404	70753xxxx0
A-1 Loans & Investments \| Private Money Lender \| Trust Deed Investments \| Real Estate Service	411 Farmers Ln, Santa Rosa, CA 95405	70732xxxx1	amp*@a*****.com
Fox & Company, Inc.	2001 4th St, Santa Rosa, CA 95404	70734xxxx0	apr@f************.com	5	105			5	16	381	76	387
RBC Wealth Management	3562 Round Barn Cir # 310, Santa Rosa, CA 95403	70752xxxx6	rbc*******@r.com
Ham Delles Co Inc	386 Tesconi Ct, Santa Rosa, CA 95401	70757xxxx0	and*@h*************.com	3.5	11
Atkins Jack, MBA CFP	902 Stevenson St Santa Rosa, CA 95404	70757xxxx0
Bank of Marin	90 S E Street, Suite 100, Santa Rosa, CA 95404	70738xxxx2	ach********@b********.com
Albright Investment Properties	405 E D St Ste 112, Petaluma, CA 94952	70732xxxx5
Sites Retirement Solutions	1400 N Dutton Ave Ste 19 Santa Rosa, CA 95401	70757xxxx0
Wealth Management Consultants	3550 Round Barn Blvd Ste 212, Santa Rosa, CA 95403	70754xxxx0
Edward Jones - Financial Advisor: Matthew Walls, CFP®\|CEPA®	3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403	70729xxxx1	a.j*******@e********.com	5	5							2
Edward Jones - Financial Advisor: Jonathan Polkinghorn	1260 North Dutton Ave Ste 285 Santa Rosa, CA 95401	70752xxxx2	acc********@e********.com							87585		100000
Equis Realty	Novato, CA 94947	41549xxxx0				5	1
Meyers Financial Services	670 West Napa Street Suite C Sonoma, CA 95476	70793xxxx4	ari@m************.com			4.7	3			188		190
NaZarek Kim	141 Stony Cir Santa Rosa, CA 95401	70757xxxx1
Montgomery Taylor & Co	2880 Cleveland Ave Ste 2, Santa Rosa, CA 95403	70757xxxx0
Edward Jones - Financial Advisor: Matthew Crooks	3510 Unocal Pl Ste 101 Santa Rosa, CA 95403	70754xxxx0	a.j*******@e********.com	5	1					18		19
Open Trail Financial Consultants	111 Santa Rosa Ave #330, Santa Rosa, CA 95404	70754xxxx1	j-d@o********.com
Ute Scott Smith	829 Sonoma Ave Santa Rosa, CA 95404	70752xxxx0				5	1
Oak Mountain Financial Group, Inc.	100 E St STE 106, Santa Rosa, CA 95404	70752xxxx3
Umpqua Bank Home Lending	1322 4th St, Santa Rosa, CA 95404	70723xxxx0	ali********@u*******.com					3.9	1189	50653	660	49000	5	1
Primerica Financial Services	2635 Cleveland Ave STE 4, Santa Rosa, CA 95403	91658xxxx1	a.-*****************@p******.com	3	4					149620	3790	162000
Financial Pathways	4421 Bartleson Rd, Sebastopol, CA 95472	70782xxxx7	wjd****@f***************.com
Stg Asset Mgmt Inc	1304 Southpoint Blvd, Petaluma, CA 94954	70765xxxx6	aga@s*****.com
Trimtabs	520 Mendocino Ave Santa Rosa, CA 95401	70752xxxx1
Martin Benck - Prudential Financial	110 Stony Point Rd # 220, Santa Rosa, CA 95401	70754xxxx0	abc*****@p*******.com
Protected Investors of America	900 Mendocino Ave Santa Rosa, CA 95401	70752xxxx0
Ben Stewart - Financial Advisor, Ameriprise Financial Services	9240 Old Redwood Hwy Unit 200-258, Windsor, CA 95492	70720xxxx0	ben******@a*.com									138
Merrill Lynch Wealth Management	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx0	ali************@m.com	3.5	2
Edward Jones - Financial Advisor: Mark P Dunn, ChFC®\|CEPA®\|RICP®\|CLU®\|AAMS™\|CRPC™\|CRPS™	1151 Yulupa Ave, Santa Rosa, CA 95405	70757xxxx8	a.j*******@e********.com	5	4					155		154
Tag Group USA Inc	2455 Bennett Valley Rd Ste C102, Santa Rosa, CA 95404	70757xxxx0
Edward Jones - Financial Advisor: Katherine Wells	1301 Redwood Way, Petaluma, CA 94954	70779xxxx0	a.j*******@e********.com
Edward Jones - Financial Advisor: Michael P Lightner	1304 Southpoint Blvd Ste 240, Petaluma, CA 94954	70777xxxx4	a.j*******@e********.com							87585		100000
Edward Jones - Financial Advisor: Aaron A Foppe	3510 Unocal Pl Ste 101, Santa Rosa, CA 95403	70754xxxx0	a.j*******@e********.com							18		19
Jacob J Brodt-Wealth Financial Advisor	2801 4th St, Santa Rosa, CA 95405	70748xxxx2	aab**@b**********.com							40847	177	41000
Avior Wealth Management, LLC	2880 Cleveland Ave STE 2, Santa Rosa, CA 95403	70757xxxx0	aar*******@a********.com	5	1
Marco Rivera - Financial Advisor, Ameriprise Financial Services	528 A St, Santa Rosa, CA 95401	70754xxxx3	ape*************@a*.com
Merrill Lynch Financial Advisor Nicholas Nicholson	90 S E St, Santa Rosa, CA 95404	70757xxxx5	ali************@m.com	5	1
Better Invested Property Management	755 4th St, Santa Rosa, CA 95404	70761xxxx8	kee*@b*************.com	5	9
Miles Brown Asset Management	703 Second St Ste 410 Santa Rosa, CA 95404	41569xxxx0	joh*****@m*******.com							106		108
U.S. Trust	10 Santa Rosa Ave Ste 200, Santa Rosa, CA 95404	70752xxxx0	aki*******@u****.com
Kobrin Financial & Insurance Services	4849 Old Redwood Hwy Santa Rosa, CA 95403	70756xxxx5	inf@c**********.com	5	6	4.3	6	4.8	6	232	2	236
Edward Jones - Financial Advisor: Michael P Lightner	701 Sonoma Mountain Pkwy, Petaluma, CA 94954	70777xxxx4	a.j*******@e********.com
Edward Jones - Financial Advisor: John P O'Neill	144 Matheson St, Healdsburg, CA 95448	70743xxxx7	a.j*******@e********.com
Pope Capital Investments	1400 N Dutton Ave Santa Rosa, CA 95401