Business List: Wealth 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
Alpha Wealth Management and Planning	350 Ignacio Blvd Ste 105, Novato, CA 94949	41550xxxx9	akr***@a*****.com
Financial Partners Wealth Strategies	201 Keller St, Petaluma, CA 94952	70776xxxx4
Jacobson & Breen Wealth Management	200 Kentucky St, Petaluma, CA 94952	70759xxxx5	bri@b********.com
American Wealth Management	765 Baywood Dr. Ste. 225, Petaluma, CA 94954	70776xxxx0
Sequoia Wealth Management	625 2nd St, Petaluma, CA 94952	70776xxxx7
Merrill Lynch Financial Advisor Oscar S Robles	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx4	aar********@s***.com
Northwestern Mutual	1049 4th St I, Santa Rosa, CA 95404	70757xxxx7	a.-*********@n***************.com	1	1					107326	16242	108000
Retirement Investment Specialists	1120 College Ave, Santa Rosa, CA 95404	70757xxxx2	dav***********@l.com	5	1
Northwestern Mutual : Sharon S Zimmerman, CFP	1049 4th St I, Santa Rosa, CA 95404	70757xxxx7
Edward Jones - Financial Advisor: Mark P Dunn, CFP®\|ChFC®\|CEPA®\|RICP®\|CLU®\|AAMS™\|CRPC™\|AWMA™\|CRPS™	1151 Yulupa Ave, Santa Rosa, CA 95405	70757xxxx8	a.j*******@e********.com	5	4
Wedbush Securities	2455 Bennett Valley Rd c218, Santa Rosa, CA 95404	70752xxxx0	a.c@w****.com	1	1					4509	289	4500
Sanders Capital Wealth Management	120 Pleasant Hill Ave N Ste 320 Sebastopol, CA 95472	70782xxxx1
Allworth Financial	131-A Stony Cir Building 500, Santa Rosa, CA 95401	70729xxxx8	all**********@a**************.com							5389	47	5500
Tracy Lamond CFA-TLC Investment Management	4 Oak Forest Rd, Novato, CA 94949	41523xxxx0
FocusYOU	2841 Cleveland Ave STE 9, Santa Rosa, CA 95403	70728xxxx0	art*@f*****.com
Sonoma Wealth Advisors - Santa Rosa	50 Old Courthouse Sq #300, Santa Rosa, CA 95404	70793xxxx4	ben@s*******************.com					5	34	640	15	663
Edward Jones - Financial Advisor: Bill Glascock, CFP®	1611 Terrace Way, Santa Rosa, CA 95404	70757xxxx0	a.j*******@e********.com
Clearview Wealth Partners	765 Baywood Dr Ste 327, Petaluma, CA 94954	70778xxxx2	ash*@c********.com
DFD Accounting & Consulting Services	Redwood City, CA 94062	65040xxxx4	fil*@g****.com
Oakmont Financial Group	6580 Oakmont Dr # B, Santa Rosa, CA 95409	70753xxxx0	con**@o******************.com
Grove Wealth Advisors	3510 Unocal Pl Ste 302, Santa Rosa, CA 95403	70738xxxx0
Private Bank, Bank of America	90 S E St, Santa Rosa, CA 95404	70729xxxx3	ban********@e**.bankofamerica	4	1
Dillwood Burkel & Millar, LLP	175 Concourse Blvd Ste A Santa Rosa, CA 95403	70757xxxx6	abe@d***.com		194	5	1
Merrill Lynch Financial Advisor Clarence Souza	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx9	aar********@s***.com
Heritage Wealth Advisors - Ameriprise Financial Services	611 Humboldt St Ste 201, Santa Rosa, CA 95404	70756xxxx8	ale******@a*.com							374	39	420
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
Morgan Stanley Wealth Management	Serving theSanta Rosa Area	70757xxxx0
Edward Jones - Financial Advisor: Kim I Murphy, CEPA®\|AAMS™	3510 Unocal Pl Suite 115, Santa Rosa, CA 95403	70754xxxx0	a.j*******@e********.com
Spectrum Private Wealth Advisors - Ameriprise Financial	1208 4th St Santa Rosa, CA 95404	70757xxxx0	dns***@a*.com			3	2
The Notarista	1410 Neotomas Ave, Ste 214, Santa Rosa, CA 95405	70758xxxx4	app****************@d.ca			5	2
Wood Wealth Management	3755 Brickway Blvd., Suite #400, Santa Rosa, CA 95403	70757xxxx5
Meritage Wealth Advisory	Santa Rosa, CA 95405	70775xxxx7	inf@m*************.com			5	3					522
Wealth Enhancement Group	3 Hamilton Lndg Ste 260, Novato, CA 94949	41538xxxx0	aba**@w**************.com
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
Merrill Lynch Wealth Management	1715 2nd St, Napa, CA 94559	70725xxxx6
Spectrum Private Wealth Advisors - Ameriprise Financial Servic	1208 4th St Santa Rosa, CA 95404	70757xxxx0	dns***@a*.com
Mills Wealth Management	1030 Seminary St Ste D, Napa, CA 94559	70725xxxx5	qcj*****@w****************.com
CaliforniaHawk Wealth Management	2625 piner rd, Santa Rosa, CA 95401	70757xxxx7	g.h****@c***********.com
Carson Wealth	960 School St, Napa, CA 94559	70725xxxx5	abr**@c*********.com							2065	53	2300
Jeffrey Gospe - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70757xxxx4	acc********@m**********.com
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
Austen Wilson - Thrivent	427 Mendocino Ave #100, Santa Rosa, CA 95401	25327xxxx0	abc*****@t*****.com
Golden State Wealth Management	3558 Round Barn Blvd Suite 203, Santa Rosa, CA 95403	70777xxxx8	ash********@t************.com
Addison Avenue Investment Services	2500 Mendocino Ave Ste C, Santa Rosa, CA 95403	70757xxxx6	aar**********@r*********.com							17482		18000
Merrill Lynch Financial Advisor Jeffrey A James	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx0	aar********@s***.com
JW Financial Advisors LLC	5656 Wild Vw Wy, Santa Rosa, CA 95404	70753xxxx2	j.-***@j********.com									15
Horne Financial Services	7336 Carioca Ct Rohnert Park, CA 94928	70779xxxx0		5	2	3	8
Five T Wealth Management	591 Coombs St, Napa, CA 94559	70792xxxx1	and*@5*****.com
Wealth Net	165 N Redwood Dr, San Rafael, CA 94903	41547xxxx0
Meritage Wealth Advisory	2777 Yulupa Ave, Santa Rosa, CA 95405	70775xxxx7	inf@m*************.com									523
Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com							126		130
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Willow Creek Wealth Management	825 Gravenstein Hwy N Ste 5 Sebastopol, CA 95472	70782xxxx6	all*****@w**************.com
Wells Fargo Advisors	3700 Old Redwood Hwy Suite 108, Santa Rosa, CA 95403	70754xxxx0	a.b@w*****************.com	4	4					188197		189000
Wealth Expansion Unlimited	7 Indigo Dr, Petaluma, CA 94954	51086xxxx7
Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC	528 A St Ste 200, Santa Rosa, CA 95401	91682xxxx1	dns***@a*.com	5	1
Enso Wealth Management	1051 Broadway, Sonoma, CA 95476	70734xxxx7
Merrill Lynch Wealth Management Advisor Matthew M Davis	90 S E St, Santa Rosa, CA 95404	70757xxxx4	and************@m.com
Charles Schwab	200 4th St Suite #100, Santa Rosa, CA 95401	70756xxxx1	chr********@s***.com	4.1	11
Sonoma County Wealth Advisors	6020 Commerce Blvd, Rohnert Park, CA 94928	70758xxxx0	inf@s****************.com
Willow Creek Wealth	50 Old Courthouse Sq, Santa Rosa, CA 95404	70757xxxx7
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
Hank DesJardins - Financial Advisor, Ameriprise Financial Services, LLC	528 A St, Santa Rosa, CA 95401	70738xxxx5	ape*************@a*.com
Crumbley Financial Services	6020 Commerce Blvd, Rohnert Park, CA 94928	70758xxxx0	ric*********@l.com
Argos Wealth Advisors	4900 Redwood Rd, Napa, CA 94558	70725xxxx8	9f8***********************************@w***************.com
Annuity General	Serving theSanta Rosa Area	80033xxxx4
G Rp Wealth Strategies Group	160 Wikiup Dr, Santa Rosa, CA 95403	70752xxxx7
GW Randall & Associates	3510 Unocal Pl #207, Santa Rosa, CA 95403	70756xxxx3	dai@g******.com
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com							157		154
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 d, Santa Rosa, CA 95403	70757xxxx0
Sonoma County Wealth Advisors	884 3rd St Suite A, Santa Rosa, CA 95404	70728xxxx5	inf@s****************.com
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
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
Merrill Lynch Wealth Management	700 Main St, Napa, CA 94559	70725xxxx9	bro********@m.com	5	1
Abacus Wealth Partners	7182 Healdsburg Ave, Sebastopol, CA 95472	70782xxxx0
Bill Glascock - Edward Jones	1611 Terrace Way Santa Rosa, CA 95404	70757xxxx0	a.j*******@e********.com
Kristen Kaczmark - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx9	acm*********@m**********.com
Gbs Financial Corporation	558 B St # 200, Santa Rosa, CA 95401	70756xxxx0		5	1
User Based Systems	Castro Valley, CA 94552	51086xxxx9
Encore Wealth Management	1605 4th St, Santa Rosa, CA 95404	70757xxxx3	joh*****@e*******************.com
Arrow Point Wealth Management	1011 2nd St #100, Santa Rosa, CA 95404	80024xxxx6		5	5
Morgan Stanley Wealth Management	700 Main St, Napa, CA 94559	70725xxxx3	acm*********@m**********.com
Spectrum Wealth Partners	775 Baywood Dr, Petaluma, CA 94954	70778xxxx2
Edward Jones - Financial Advisor: Norman W Eisley, CFP®	1421 Guerneville Rd Ste 104, Santa Rosa, CA 95403	70757xxxx7	a.j*******@e********.com							88515		101000
Peter J Madison - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70757xxxx8	acc********@m**********.com
Evert Fernandez, LPL Financial Advisor	1605 4th St, Santa Rosa, CA 95404	70754xxxx0	eve**********@l.com
Phuong La, EA	166 Geary St 1500 1271 San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	5
Napa Valley Wealth Management	1127 Pope St Ste 101, Saint Helena, CA 94574	70796xxxx6											5	1
Encore Wealth Management	1101 College Ave Ste 140, Santa Rosa, CA 95404	70757xxxx3	joh*****@e*******************.com
Deidre McAloon	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx5	acc********@m**********.com
ZRC Wealth Management, LLC	3562 Round Barn Cir Suite 300, Santa Rosa, CA 95403	70752xxxx1	and*@z**.com
David Felte, Financial Advisor - Salmon-Felte Insurance And Financial Services	2455 Bennett Valley Rd # B200, Santa Rosa, CA 95404	70756xxxx8	c.h***@s********.com
David Marinoff-Bancwest Investment Services Wealth Financial Advisor	3300 Jefferson St, Napa, CA 94558	70729xxxx0	aab**@b**********.com		76					40848	177	41000
California Hawk Wealth Management	79 Pixy Pl, Santa Rosa, CA 95409	70757xxxx7	g.h****@c***********.com
Innovative Retirement Advisers	4737 Stonehedge Dr, Santa Rosa, CA 95405	70753xxxx6	web****@e****.com
Books in Harmony	2930 Domingo Ave, Ste 1555, Berkeley, CA 94705	92530xxxx2	inf@b************.com			5	12
GRP Wealth Strategies Group	160 Wikiup Dr Ste 101 Santa Rosa, CA 95403	70752xxxx7	adm@g****************.com
Clifford Financial Planning	3503 Cleveland Ave Suite 206, Santa Rosa, CA 95403	70752xxxx3	ru@c**********************.com
Bay Sierra Financial Inc	1410 Neotomas Ave, Santa Rosa, CA 95405	70754xxxx6
Brooks Crissey - Financial Advisor, Ameriprise Financial Services, LLC	528 A St, Santa Rosa, CA 95401	70738xxxx8	ape*************@a*.com
Kate Wilusz - Private Wealth Advisor, Ameriprise Financial Services, LLC	611 Humboldt St, Santa Rosa, CA 95404	70756xxxx8	dns***@a*.com
Double Eagle Financial	2300 Bethards Dr # R, Santa Rosa, CA 95405	70757xxxx3	chu@d******************.com	5	1
Arrow Point Wealth Management	1011 2nd St, Santa Rosa, CA 95404	80024xxxx6	dun*@a************.com
Beryl Business Solutions	1040 3rd St Napa, CA 94559	41544xxxx5	ber@b**********.com			3.6	5
Kera Capital Partners	Sacramento, CA 95817	40866xxxx4	inf@k*****.com
Buckingham Strategic Wealth	3550 Round Barn Blvd #212, Santa Rosa, CA 95403	70754xxxx0	adm@b**************.com	5	1					557	6	652
Summer Morris CPA	1007 W College Ave Ste 475 Santa Rosa, CA 95401	70731xxxx0	jan@s*************.com			4.5	20
5T Wealth	595 Coombs St, Napa, CA 94559	70722xxxx0	chr@5*****.com	2.3	3					135	3	140
Michael Reid - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx5	acc********@m**********.com
JDH Wealth Management	181 Concourse Blvd suite a, Santa Rosa, CA 95403	70754xxxx0	btu**@j******.com							169	3	171
Valley Oak Wealth Management	2 Ranch Dr, Novato, CA 94945	41589xxxx9	ann@v*********.com	5	14					238	42	262
Alpha Wealth Management and Planning, Santa Rosa	120 Stony Point Rd Ste 215, Santa Rosa, CA 95401	70752xxxx3	akr***@a*****.com	3	2
MAI Capital Management	917 Mendocino Ave, Santa Rosa, CA 95401	70752xxxx1	aar@m.capital
WealthSpring	1550 Airport Blvd Suite 205, Santa Rosa, CA 95403	70796xxxx7	abo*@w*****************.com
Financial Health & Wealth Management	160 Willowgreen Pl Santa Rosa, CA 95403	70733xxxx4
Sonoma Wealth Management Group - Morgan Stanley	3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403	70752xxxx0	acc********@m**********.com
Bruce D. Ketron & Associates	740 Fourth St Santa Rosa, CA 95404	70754xxxx0				5	3
Core Wealth Partners	558 B St, Santa Rosa, CA 95401	70756xxxx0	inf@c****************.com
Trent Wealth Management	3558 Round Barn Blvd Ste 200, Santa Rosa, CA 95403	70780xxxx4	a.n***@l.com
Alpha Wealth Management	120 Stony Point Rd Suite 215, Santa Rosa, CA 95401	70752xxxx3	akr***@a*****.com	3	2
Merrill Lynch Financial Advisor James M Below	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx6	aar********@s***.com
Merrill Lynch Financial Advisor Fernando J Carrillo	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx8	aar********@s***.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
Anders Wealth Management	7 4th St Ste 66, Petaluma, CA 94952	70776xxxx5	tin@a**********.com
Brett Howard - Financial Advisor, Ameriprise Financial Services, LLC	528 A St, Santa Rosa, CA 95401	70738xxxx5	ape*************@a*.com									57
Grove Wealth Advisors		70738xxxx0
Avior Wealth Management	2880 Cleveland Ave Ste 2 Santa Rosa, CA 95403	70757xxxx0	aar*******@a********.com			4	5
Seacrest Wealth Management	7075 Redwood Blvd, Novato, CA 94945	70776xxxx0	amc******@s*******.com
Cipolla Financial & Insurance Services	50 Santa Rosa Ave # 110, Santa Rosa, CA 95404	70734xxxx4
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
Anderson, Folkoff & Co. - Temp. CLOSED	1550 Airport Blvd Ste 100 Santa Rosa, CA 95403	70757xxxx6				2.3	3
Left Coast Finance	Santa Rosa, CA 95403	83124xxxx5	jac*@t************.com
Upton Financial	131 Stony Cir #500, Santa Rosa, CA 95401	70752xxxx1	dav@u****.com
Specialized Services For Law Firms	Santa Rosa, CA 95402	70752xxxx4	adm@c******.com			3	6
Bank Of Marin	412 Center Street, Healdsburg, CA 95448	70743xxxx0	ach********@b********.com
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
Wells Fargo Private Bank	3550 Round Barn Blvd, Santa Rosa, CA 95403	70752xxxx0	aar********@w*******.com	5	1
Merrill Lynch Financial Advisor Samuel Tonascia	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx0	aar********@s***.com
5T Wealth	1306 Oak Ave, Saint Helena, CA 94574	70796xxxx7
Urda Wealth Management Inc	1001 2nd St, Napa, CA 94559	92574xxxx0
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com									203
Scarbrough Financial Group, LLC.	3554 Round Barn Blvd # 204, Santa Rosa, CA 95403	86653xxxx0	col@s****************.com	5	1
Milks Joyce Stewart	141 Stony Cir Ste 219 Santa Rosa, CA 95401	70752xxxx7				3.6	5
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
Merrill Lynch Financial Advisor Bruce B Tonascia	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx3	aar********@s***.com
Californiahawk Wealth Management	131 Stony Cir Ste A, Santa Rosa, CA 95401	70757xxxx7	j.s**@c***********.com
Edward Jones - Financial Advisor: Scott P Holder	170 Farmers Ln Suite 4, Santa Rosa, CA 95405	70757xxxx9	a.j*******@e********.com
Anders Wealth Management	283 Thompson Ln, Petaluma, CA 94952	70776xxxx5
Sonoma Wealth Advisors	539 Broadway Ste A, Sonoma, CA 95476	70793xxxx4	ben@s*******************.com							640	15	664
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
Unified Wealth Advisors	8733 Lakewood Dr Ste 210, Windsor, CA 95492	70783xxxx0	dan@u********.com
CaliforniaHawk Wealth Management; Gilbert Hawkins	2625 Piner Rd, Santa Rosa, CA 95401	70757xxxx7	j.s**@c***********.com
Salient-Friedman Wealth Management	1744 Novato Blvd Ste 200, Novato, CA 94947	41549xxxx0	afr****@f**********.com
5T Wealth Management	702 Trancas St Ste 200, Napa, CA 94558	70722xxxx0
GT Product Consulting	San Bruno, CA 94066	65042xxxx1	gt@g****************.co			5	1					14
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services	611 Humboldt St, Santa Rosa, CA 95404	41562xxxx5	ale******@a*.com									107
Just 1 Real Estate	2181 N Tracy Blvd, Ste 275, Tracy, CA 95377	20965xxxx5	ll@j**************.com			5	5
Bell Investment Advisors	131-A Stony Cir #500, Santa Rosa, CA 95401	51043xxxx6	bba**@b*******.com
Farmers Insurance - Rafael Gutierrez	141 Stony Cir Ste 185 Santa Rosa, CA 95401	70754xxxx5	abc*****@f****.com			3.6	9
Deb Farber Bookkeeping & Consulting Services	1557 Parkway Dr Rohnert Park, CA 94928	70778xxxx8
Rubins Financial Strategies	320 10th St Ste 304 Santa Rosa, CA 95401	70754xxxx9
Bank of America Private Client Advisor Jason M Foster	90 S E St, Santa Rosa, CA 95404	70729xxxx3	ban********@e**.bankofamerica	3	1
Golden Key Wealth Management	132 Mill St Ste 203, Healdsburg, CA 95448	70743xxxx3
Sequoia Wealth Management Group	765 Baywood Dr Ste 235, Petaluma, CA 94954	70776xxxx0	chi***@s*******.com
Leavitt Wealth Management	3510 Unocal Pl Ste 325, Santa Rosa, CA 95403	70752xxxx9
Decota Wealth Management	140 2nd St Ste 250, Petaluma, CA 94952	70798xxxx4
Madson Wealth Advisors	1160 N Dutton Ave Ste 210, Santa Rosa, CA 95401	70757xxxx0
North Bay Wealth Management	775 Baywood Dr, Petaluma, CA 94954	70734xxxx2
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51076xxxx5	aub*@p********.com	5	6	5	42			582	9	579
Willow Creek Wealth Management, Inc.	825 Gravenstein Hwy N #5, Sebastopol, CA 95472	70782xxxx6	all*****@w**************.com							97
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
Wine Country Wealth Management	809 Broadway, Sonoma, CA 95476	70793xxxx9
RBC Wealth Management	3562 Round Barn Cir # 310, Santa Rosa, CA 95403	70752xxxx6	rbc*******@r.com
Bank of Marin	90 S E Street, Suite 100, Santa Rosa, CA 95404	70738xxxx2	ach********@b********.com
Lucey Wealth Advisors	1129 Industrial Ave Ste 102, Petaluma, CA 94952	70721xxxx4	mik@l*****************.com	5	9							29
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
Millennial Build	American Canyon, CA 94503	70765xxxx7
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
Meyers Financial Services	670 West Napa Street Suite C Sonoma, CA 95476	70793xxxx4	ari@m************.com			4.8	4			188		190
DKB Wealth Management	50 Old Courthouse Sq Santa Rosa, CA 95404	70757xxxx0
Encore Wealth Management	Serving theSanta Rosa Area	70743xxxx0
Open Trail Financial Consultants	111 Santa Rosa Ave #330, Santa Rosa, CA 95404	70754xxxx1	aca****@o********.com
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services, LLC	611 Humboldt St, Santa Rosa, CA 95404	41562xxxx5	ale******@a*.com
Wealth Spire Advisors	100 Smith Ranch Rd, San Rafael, CA 94903	41552xxxx0	abb****@w********.com							104		132
Merrill Lynch Wealth Management	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx0	ali************@m.com	3.5	2
Merrill Lynch Financial Advisor David J Wachter	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx1	aar********@s***.com
Pharos Wealth Management	352 Ignacio Blvd, Novato, CA 94949	41520xxxx6	bri***@p*********.com	5	2							114
Wealth Strategies	444 10th St, Santa Rosa, CA 95401	70757xxxx0
Jacob J Brodt-Wealth Financial Advisor	2801 4th St, Santa Rosa, CA 95405	70748xxxx2	aab**@b**********.com							40847	177	41000
Jacobson Wealth Management	1030 Seminary St, Napa, CA 94559	70722xxxx4	dat***************@i**.de
Avior Wealth Management, LLC	2880 Cleveland Ave STE 2, Santa Rosa, CA 95403	70757xxxx0	aar*******@a********.com	5	1
Exception Lending	755 Baywood Dr Ste 200 Petaluma, CA 94954	41594xxxx0	jac*@e*************.com			4.7	35
Napa Wealth Management	1836 2nd St, Napa, CA 94559	70725xxxx3	geo***@n*******.com	5	3
Merrill Lynch Financial Advisor Nicholas Nicholson	90 S E St Ground Floor, Santa Rosa, CA 95404	70757xxxx5	aar********@s***.com	5	1
Miles Brown Asset Management	703 Second St Ste 410 Santa Rosa, CA 95404	41569xxxx0	dan*@m*******.com							106		108
Vintage Wealth Advisors	700 Main St, Napa, CA 94559	70749xxxx0	ang@v***********.com
Kobrin Financial & Insurance Services	4849 Old Redwood Hwy Santa Rosa, CA 95403	70756xxxx5	inf@c**********.com	5	6	4.2	5			232	2	236