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Home Wealth & Asset Management United States California Santa Rosa

Top Asset Management Companies in Santa Rosa

Ratings Updated: April 5, 2026
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0 Leaders 15 Contenders

15 Companies

Country: United States
State: California
City: Santa Rosa

List of the Top Santa Rosa Wealth and Asset Management Companies

  • Jones, Schiller & Littman LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Corte Madera, CA

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Business Valuation Services

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Jones, Schiller & Littman LLP is an Accounting company. Established in 1957, their team focuses on Accounting and Financial Advising & Planning.

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  • KKR Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    San Francisco, CA

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    KKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.

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    San Francisco, CA

    555 California Street 50th Floor
    San Francisco, CA 94104

    151 - 200

    (415) 315-3620

    See All Locations (3)
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  • Wetherby Asset Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Wealth & Asset Management

    Wetherby Asset Management is a Financial Advising & Planning company. The San Francisco, California-based agency was established in 1990. Their services include Financial Advising & Planning.

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  • BakerAvenue Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.

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  • Veris Wealth Partners, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    80% Financial Advising & Planning
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Veris Wealth Partners, LLC, a Financial Advising & Planning company, was launched in 2007. The team focuses on Financial Advising & Planning and Business Consulting.

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  • Sensiba LLP Logotype

    5.0 10 reviews
    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Services provided

    10% Financial Advising & Planning
    25% Accounting
    20% Cybersecurity +4
    15% Finance & Accounting Outsourcing (FAO)
    10% Business Consulting
    10% Compliance Consulting
    10% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    Sensiba LLP is an audit and compliance firm specializing in SOC and ISO certifications, with a strong focus on SOC 2 compliance. The firm consistently receives high praise for its professionalism, timely delivery, and personalized support, with approximately 100% of reviews highlighting their effective project management and strong communication skills. Clients frequently commend their exceptional service and cultural alignment.

    See all 10 projects

    Reviews mention Reliable

    Clients consistently highlight Sensiba LLP's reliability, noting their professional communication and timely execution of projects. One client, the CTO of Lano Software GmbH, remarked on the team's reliability and ease of communication, stating they were highly recommendable. Overall, the sentiment surrounding reliability is overwhelmingly positive, with no suggestions for improvement noted.
    • Compliance Consulting for Payroll Software Company
      5.0 Jun 25, 2025

      The team was reliable and easy to communicate with. Professional communication and execution. Highly recommend.

      Read Full Review
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    Industry Experience

    Sensiba LLP demonstrates expertise in various industries, including Consulting, Financial Services, Human Resources, IT Services, Telecommunications, and Software. Clients consistently commend their professionalism, deep expertise, and timely project management. Overall sentiment across these sectors is highly positive, highlighting Sensiba's ability to facilitate SOC certifications and audits effectively, resulting in improved security and compliance for organizations. Firms seeking assistance in compliance and auditing would find Sensiba LLP a suitable partner, particularly in regulated sectors.

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    Select Industry to see insights

    Consulting Other Industry Financial services Human Resources IT Services Information technology Advertising & marketing Telecommunications Software

    Average Project Cost Breakdown

    Less than $10,000 (1) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently emphasize Sensiba LLP's excellent value for money, highlighting their competitive pricing and high-quality service. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' while another remarked on their 'great culture fit' and 'professional communication.' Overall, the sentiment is overwhelmingly positive, with no significant complaints regarding cost, suggesting that clients feel they receive substantial value relative to their investment.
    Read All Reviews

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Based in Palo Alto, Sensiba LLP excels in guiding clients through SOC 1, SOC 2, and security audits, delivering timely, professional support. Their expertise in compliance frameworks has helped clients demonstrate security standards, with project management praised for responsiveness and clarity, notably using tools like Smartsheet.
    Read Local Reviews
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  • Vasl Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    40% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1
    10% Recruiting

    Focus Areas

    100% Wealth & Asset Management

    Vasl is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.

    Read more
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  • Castle Crow & Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Launched in 2001, Castle Crow & Company is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

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  • The Advisory Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    40% Financial Consulting
    10% Business Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    The Advisory Group, a small Financial Advising & Planning company, is in San Francisco, California. The team offers Financial Advising & Planning and Financial Consulting.

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  • ImpactAdvisor LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    ImpactAdvisor LLC is a Commercial Financing and Financial Advising & Planning company. Established in 2014, the agency specializes in Commercial Financing and Financial Advising & Planning.

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  • Fire Capital Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    Founded in 2018, Fire Capital Management is a Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.

    Read more
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  • Montcalm TCR Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Montcalm TCR is a Financial Advising & Planning company headquartered in San Francisco, California. They provide Financial Advising & Planning and Commercial Financing.

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  • Kuhn Capital Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9
    San Carlos, CA

    Services provided

    25% Financial Advising & Planning
    50% Business Consulting
    25% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Business Consulting company Kuhn Capital focuses on Business Consulting and Financial Advising & Planning. They are located in San Carlos, California.

    Read more
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  • VRC (Valuation Research Corporation) Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Services provided

    20% Financial Advising & Planning
    80% Commercial Financing

    Focus Areas

    25% Wealth & Asset Management
    50% Debt Consulting
    25% Retirement Planning

    VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.

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    San Francisco, CA

    50 California Street, Suite 1300
    San Francisco, CA 94111

    See All Locations (5)
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  • Glenbrook Partners, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Mateo, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    20% AI Development +2
    15% Blockchain
    15% IoT Development

    Focus Areas

    25% Wealth & Asset Management
    25% Actuarial Services
    25% Debt Consulting +1
    25% Retirement Planning

    Business Consulting company Glenbrook Partners, LLC was established in 2001. The team provides Business Consulting and Financial Advising & Planning and is based in San Mateo, California.

    Read more
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List of the Top Santa Rosa Wealth and Asset Management Companies

  1. Jones, Schiller & Littman LLP Logotype

    Jones, Schiller & Littman LLP

    Undisclosed
    Undisclosed
    10 - 49
    Corte Madera, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    50% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  2. KKR Logotype

    KKR

    Undisclosed
    Undisclosed
    1,000 - 9,999
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  3. Wetherby Asset Management Logotype

    Wetherby Asset Management

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    100% Wealth & Asset Management
    View Profile Visit Website
  4. BakerAvenue Wealth Management Logotype

    BakerAvenue Wealth Management

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  5. Veris Wealth Partners, LLC Logotype

    Veris Wealth Partners, LLC

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    100% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  6. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

    27.2/40.0
    18.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  7. Vasl Logotype

    Vasl

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    7.5/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  8. Castle Crow & Company Logotype

    Castle Crow & Company

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  9. The Advisory Group Logotype

    The Advisory Group

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  10. ImpactAdvisor LLC Logotype

    ImpactAdvisor LLC

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  11. Fire Capital Management Logotype

    Fire Capital Management

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  12. Montcalm TCR Logotype

    Montcalm TCR

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  13. Kuhn Capital Logotype

    Kuhn Capital

    $1,000+
    $100 - $149 / hr
    2 - 9
    San Carlos, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    100% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  14. VRC (Valuation Research Corporation) Logotype

    VRC (Valuation Research Corporation)

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    25% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  15. Glenbrook Partners, LLC Logotype

    Glenbrook Partners, LLC

    Undisclosed
    Undisclosed
    10 - 49
    San Mateo, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    25% Wealth & Asset Management
    75% Other
    View Profile Visit Website

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