In a part of California all its own north of San Francisco and San Jose, Santa Rosa is a city rebuilding and a city where you can find history and beauty. It’s also a city filled with opportunity, and many people such as yourself have understood this and either built their fortune here or settled down in Santa Rosa after the fact. Whatever your background, we recommend that you consider the services of a financial or investment advisor, who can take the burden of micromanaging your investments off your shoulders and increase returns.
Yet which advisor or firm should you work with? It’s a tough task to go through them all, which is why we did it so you don’t have to. Here are our top five choices for financial advisory firms for Santa Rosa, California
1) Hall Capital Partners
Based in San Francisco and one of the top firms in the world, Hall Capital Partners has $36 billion in assets under management and with that in mind, you can be certain they’ll be able to handle any financial situation or goal you throw at them, if the dream is possible. With additional offices in New York and connections than span across the globe, they remain free from outside influence and are able to consider opportunities no matter their origin.
They use these global opportunities alongside a main focus on long-term planning and wealth preservation. Managing risk is important to them, and they will use a wide range of asset classes.
Hall Capital Partners is a fee-only firm and doesn’t technically have a minimum requirement, but they do charge a minimum annual fee of $400,000. We generally recommend only very high net worth individuals work with them.
You can expect the following working with Hall Capital Partners:
- A dedicated research team that is meticulous in its every effort.
- Knowledge of how to work with high net worth clients, which is something that isn’t found at every firm.
- An extremely large team and infrastructure that promotes stability within the firm.
2) Baker Street Advisors
Another firm based in San Francisco that is an excellent choice for wealthier individuals, Baker Street Advisors was founded in 2003 and has about $7.2 billion in assets under management. Each of their partners and senior personnel have decades of experience helping clients, and you will always be working with one of each in addition to other staff.
They are careful with their strategy and will base it heavily on your end goals, but they will seek to minimize fees and your tax burden as part of their overall strategy, and they have experts on staff to help with this process.
Baker Street Advisors is a fee-only firm that requires a $5 million account minimum.
You can expect the following working with Baker Street Advisors:
- All the services you could possibly expect from a firm of this size will be available to you.
- A high level of transparency in all communication.
- This firm will not waste your time.
B|O|S (Bingham, Osborn, & Scarborough) is a San Francisco firm that has more than $3.5 billion in assets under their management, and is a bit of an older firm in the area, having been founded in 1985. A highly regarded firm by peers and publications alike, you can count on their advisors to be friendly, accessible, and honest in all their communication.
Their approach is more focused on the markets and industries at large, and rarely will they weigh an individual stock too much when building a client portfolio.
B|O|S is a fee-only firm that requires $3 million in investable assets to open an account with them.
You can expect the following working with B|O|S:
- A firm and advisors that are constantly striving to improve themselves and their processes.
- Customizable services available alongside wealth management, trust and estate planning, and more.
- Advisors who will work with objective data and facts above all else.
4) Silicon Valley Capital Partners, LP
Our top choice for San Jose, Silicon Valley Capital Partners was founded in 2003 by Christopher Combs, and has grown to now have about $334 million in assets under its management umbrella. Smaller than most firms we recommend, they take a closer and more personal approach to advising clients, and are happy to use outside resources and professionals when they think it would be best for the client.
They tend to focus on macroeconomic cycles and trends when deciding what the best financial course of action for a client might be. You can also expect them to minimize risk as much as possible, and they have plenty of experience doing just that.
Silicon Valley Capital Partners is a fee-only firm that requires $500,000 in investable assets
You can expect the following working with Silicon Valley Capital Partners:
- A commitment to regularly communicating with you regarding any updates or decisions.
- A macroeconomic approach that doesn’t get bogged down in the numbers of individual investment products.
- An approach that takes your spending habits and lifestyle into account.
5) Silicon Valley Wealth Advisors, LLC
Another San Jose firm we think could be a great fit for Santa Rosa residents, Silicon Valley Wealth Advisors has over $315 million in assets under management, and works with people of different backgrounds, making them a more accessible firm than most others on this list. More specifically, they are excellent when working with people such as business owners or those planning for college costs, so you may want to check to see if they can help you.
Working with them, they don’t have a stated general strategy, and you can expect your portfolio to be unique given your unique needs as a client.
Silicon Valley Wealth Advisors is a fee-only firm that requires at least $200,000 in investible assets.
You can expect the following working with Silicon Valley Wealth Advisors:
- An adaptive approach to portfolio and wealth management. Your assets will always be watched carefully.
- A research-heavy process that takes many factors into account.
- Experience working with people of all types and levels of wealth.
No matter your reason for success or reason for making Santa Rosa your home, we hope that you are able to find a financial advisor that you will be able to easily communicate with you, meet and understand your expectations, and take you to a higher level of financial security. The search may take you some time, but we assure you the results will be worth it. Talk to your family if you need to and get the ball rolling on this vital task today.