How many financial advisors are in Sonoma, California?

Falists lists 6 registered investment advisers with a principal office or filing address in Sonoma, California, based on public SEC IAPD data.

How do financial advisors in Sonoma charge fees?

Fee structures vary by firm. In Sonoma, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Sonoma?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 6 advisers

Financial Advisors in Sonoma, California

Looking for a financial advisor in Sonoma, California? Falists indexes 6 SEC-registered and state-registered investment advisers in Sonoma — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.01B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.01B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning4 Trusts4 Retirement2 Institutional1

Top advisors in Sonoma

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

FERMATA ADVISORS

Sonoma, CA

AUM

$1.01B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

13 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

(707) 938-7414

Full profile Visit site →

SONOMA BRANDS CAPITAL

Sonoma, CA

AUM

$382.0M

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(707) 656-2015

Full profile Visit site →

WEALTHFOLIO ADVISORS LLC

Sonoma, CA

AUM

$51.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(707) 721-6857

Full profile Visit site →

THE DELTA GROUP

Sonoma, CA

AUM

$49.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

415-640-6770

Full profile Visit site →

MEYERS FINANCIAL SERVICES

Sonoma, CA

AUM

$28.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

707-935-1124

Full profile Visit site →

MILLER, FLEMING & ASSOCIATES

Sonoma, CA

AUM

$28.7M

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(415)392-8577

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Sonoma, California?: 6 registered investment advisers are listed in our Sonoma directory, sourced from public SEC filings.
What types of advisors are in Sonoma?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Sonoma?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.