Top wealth management financial advisors in Ukiah, CA

Angie Grainger is a CFP®, PFS™, and licensed CPA with 11 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience with firms including Aspiriant, LLC, and Better Life Financial Group, Inc. In addition to financial advising, she provides accounting and tax advice through her active CPA practice. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, diversified investment approach focused on low-cost, passive funds, supplemented by fundamental analysis and third-party tools, and also operates affiliated accounting and insurance service lines.

Patrick Coyne is a CFP® professional with 13 years of industry experience, operating Wealth Management Advisors, LLC in Ukiah, CA. He has been with the firm since 1982, which he founded and continues to lead. Wealth Management Advisors, LLC provides comprehensive financial planning and investment management services primarily to high-net-worth individuals, high-income professionals, retirement plans, and clients approaching retirement. The firm employs a disciplined investment process focusing on diversification, quality long-term holdings, and an asset-allocation model, typically managing portfolios on a discretionary basis with ongoing monitoring and quarterly reporting.

Rand Rodgers is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates a DBA named Rodgers & Goldsmith Wealth Management in Ukiah, California. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Brian Locatelli is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked both at Raymond James and the Savings Bank of Mendocino County. Outside of his advisory role, he serves as Vice President on the advisory board of Hospice of Ukiah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and supporting a broad advisor network.

Tyler Clark is a Certified Financial Planner (CFP®) and holds a Series 66 license with five years of industry experience. He has worked at Edward Jones since 2019 and previously at Mark Davis Insurance. Clark attended California State University Chico and was a student from 2005 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.