Tweddell Goldberg Investment Management
43yrs
Top advisor by experience in Sonora
Financial advisors in Sonora, CA
Looking for a financial advisor in Sonora, CA? We list 27 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
27Advisors with offices here
15Median years of experience
0%At fee-only firms
12Firms represented
Largest firms here: Edward Jones (12), Commonwealth Financial Network (3), Forum Financial Management (2).
Nearby: Jamestown, Murphys, Angels Camp.
Edward Jones
36yrs
Top 2% by experience at Edward Jones
LPL Financial
26yrs
Top 11% by experience in Sonora
Wells Fargo Advisors
26yrs
Top 15% by experience in Sonora
United Planners' Financial Services of America a Limited Partner
25yrs
Top 19% by experience in Sonora
Valley Wealth Strategies
22yrs
Top 22% by experience in Sonora
Equity Advisors
21yrs
More experience than 74% of advisors in Sonora
Commonwealth Financial Network
19yrs
More experience than 70% of advisors in Sonora
Edward Jones
19yrs
Top 24% by experience at Edward Jones
Edward Jones
19yrs
Top 24% by experience at Edward Jones
Edward Jones
16yrs
More experience than 69% of advisors at Edward Jones
Tweddell Goldberg Investment Management
16yrs
More experience than 56% of advisors in Sonora
Ameritas Advisory Services
15yrs
More experience than 52% of advisors in Sonora
Thrivent Investment Management
15yrs
More experience than 65% of advisors at Thrivent Investment Management
Commonwealth Financial Network
14yrs
14 years in the industry
Edward Jones
12yrs
More experience than 58% of advisors at Edward Jones
State Farm Investment Management
12yrs
12 years in the industry
Commonwealth Financial Network
11yrs
11 years in the industry
Edward Jones
11yrs
More experience than 53% of advisors at Edward Jones
Edward Jones
8yrs
8 years in the industry
Edward Jones
6yrs
6 years in the industry
Edward Jones
4yrs
4 years in the industry
Edward Jones
4yrs
4 years in the industry
Forum Financial Management
3yrs
3 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.