Top Financial Advisors in Petaluma, California
Finding the right financial advisor in Petaluma is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Petaluma, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Petaluma, CA.
Find the Best Financial Advisor Firms in Petaluma:
CREEKSIDE PARTNERS
CRD#: 125401
Address: 775 Baywood Drive Suite 306, Petaluma, CA 94954
Clients: 136
Average Clients per Advisor: 68
AUM: $ 505M
FPC INVESTMENT ADVISORY, INC.
CRD#: 122728
Address: 1465 North Mcdowell Blvd Suite 170, Petaluma, CA 94954
Clients: 88
Average Clients per Advisor: 29
AUM: $ 297M
BREEN WEALTH MANAGEMENT, LLC
CRD#: 286513
Address: 200 Kentucky St. 2nd Floor Suite C, Petaluma, CA 94952
Clients: 77
Average Clients per Advisor: 38
AUM: $ 273M
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD#: 120267
Address: 19 Keller Street, Petaluma, CA 94952
Clients: 65
Average Clients per Advisor: 32
AUM: $ 254M
DOBSON ASSET MANAGEMENT
CRD#: 112079
Address: 7 Fourth Street Suite 25, Petaluma, CA 94952
Clients: 83
Average Clients per Advisor: 41
AUM: $ 197M
NORTH BAY WEALTH MANAGEMENT
CRD#: 285523
Address: 140 2nd Street Suite 310, Petaluma, CA 94952
Clients: 103
Average Clients per Advisor: 51
AUM: $ 102M
How We Chose the Top Financial Advisors in Petaluma, California
To create this list of top financial advisor firms in Petaluma, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Petaluma has to offer.
Search Financial Advisors in Petaluma, California
Paul L. Donlon
Michael Scott Jankiewicz
Diane K Kohler
Mark Clifford Richmond
Robin M Rocha
Brent Edward Terrill
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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