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:
ENSO WEALTH MANAGEMENT, LLC
CRD#: 287882
Address: 11 Fifth Street Suite 108, Petaluma, CA 94952
Clients: 1,279
Average Clients per Advisor: 91
AUM: $ 1.8B
BURLESON & COMPANY, LLC
CRD#: 131803
Address: 201 1st Street Suite 204, Petaluma, CA 94952-4288
Clients: 218
Average Clients per Advisor: 72
AUM: $ 492M
CREEKSIDE PARTNERS
CRD#: 125401
Address: 775 Baywood Drive Suite 306, Petaluma, CA 94954
Clients: 131
Average Clients per Advisor: 65
AUM: $ 428M
RESOURCE INVESTMENT ARCHITECTS, INC.
CRD#: 111894
Address: 11 Petaluma Blvd. N. Suite 205, Petaluma, CA 94952-3002
Clients: 848
Average Clients per Advisor: 65
AUM: $ 416M
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: $ 319M
SEQUOIA WEALTH MANAGEMENT GROUP
CRD#: 311268
Address: 625 2nd Street Suite 101, Petaluma, CA 94954
Clients: 52
Average Clients per Advisor: 52
AUM: $ 277M
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
Patricia Fata
Registered Affiliation(s):FATA FINANCIAL
Denise Louise Doley
Registered Affiliation(s):GUARDIAN INVESTMENT MANAGEMENT
Michael Kevin Ackrell
Registered Affiliation(s):ACKRELL CAPITAL, LLC
William Charles Roland
Registered Affiliation(s):LPL FINANCIAL LLC
Teresa A Coleman
Registered Affiliation(s):CREEKSIDE PARTNERS
David Peter Gonzalez
Registered Affiliation(s):LIFEMARK SECURITIES CORP.
Stephen Daniel Pedrin
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Shawn Michael Campas
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Bobby Ray Palmer
Registered Affiliation(s):NYLIFE SECURITIES LLC
Richard Steven Roman
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Louis Stevenson Smith
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Benjamin (nmn) Stewart
Registered Affiliation(s):STEWART WEALTH MANAGEMENT, INC.
Monalisa Raass Como
Registered Affiliation(s):ALL OF US SECURITIES LLC
Christopher John Antonio
Registered Affiliation(s):DIPSEA CAPITAL, LLC
Andrew Harry Ellison
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
David Charles Lenik
Registered Affiliation(s):ALPS DISTRIBUTORS, INC.
Frank Perry Greene
Registered Affiliation(s):BCI CAPITAL MANAGEMENT
William Samuel Thompson III
Registered Affiliation(s):BEACON POINTE ADVISORS, LLC
Brady Alan Pyeatt
Registered Affiliation(s):STRATEGIC MARKETING SOLUTIONS LTD., LLC
Shahram Tajback
Registered Affiliation(s):MATHEMATICA CAPITAL MANAGEMENT, LLC
John Andrew Martinelli
Registered Affiliation(s):JONESTRADING
Steven Paul O'donnell
Registered Affiliation(s):ATLAS TECHNOLOGY GROUP LLC
James Lord Sertich
Registered Affiliation(s):NORTH BERKELEY WEALTH MANAGEMENT, LLC
Leo Frank Martinez
Registered Affiliation(s):EPSILON FINANCIAL GROUP, INC.
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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