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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Kinstead Wealth Management LLC financial advisors in Santa Rosa, CA

Every SEC-registered investment adviser representative at a Kinstead Wealth Management LLC office in Santa Rosa, A to Z.

The short answer

4 registered advisors work at Kinstead Wealth Management LLC in Santa Rosa, out of 4 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Kinstead Wealth Management LLC advisors in Santa Rosa, A to Z

Every Kinstead Wealth Management LLC advisor →

Kinstead Wealth Management LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Santa Rosa

All Santa Rosa advisors →

Morgan Stanley 55Wells Fargo Clearing Services, LLC 41LPL Financial LLC 35Edward Jones 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Charles Schwab & Co., Inc. 14Eagle Strategies LLC 12Stifel, Nicolaus & Company, Incorporated 7J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4Commonwealth Financial Network 3

Questions

How many financial advisors does Kinstead Wealth Management LLC have in Santa Rosa?

4 investment adviser representatives are registered at Kinstead Wealth Management LLC offices in Santa Rosa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Kinstead Wealth Management LLC one of the largest advisor employers in Santa Rosa?

Kinstead Wealth Management LLC ranks number 10 in Santa Rosa by registered advisors; Morgan Stanley has the most, with 55.

How do I check a Kinstead Wealth Management LLC advisor in Santa Rosa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kinstead Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.