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
Marc William Lieberman
Registered Affiliation(s):SHOREPINE WEALTH MANAGEMENT, LLC
Jack Douglas Miller
Registered Affiliation(s):JD MILLER CPA, A PROFESSIONAL CORPORATION
Robert Crane Fitzwilson
Registered Affiliation(s):THE PORTOLA GROUP INC
James Andrew Robillard
Registered Affiliation(s):SPYGLASS CAPITAL MANAGEMENT, LLC
Jack Paul Choi
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Alan Churchill Ripley Lewis
Registered Affiliation(s):ATLAS TECHNOLOGY GROUP LLC
Alyssa Nicole Luchini
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
Jonathan David Leidy
Registered Affiliation(s):FARTHER FINANCE ADVISORS, LLC
Kuosen Fung
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Robert Owen
Registered Affiliation(s):LPL FINANCIAL LLC
Noah Benjamin Jacobson
Registered Affiliation(s):ENSO WEALTH MANAGEMENT, LLC
Edward Bragg Breck
Registered Affiliation(s):J. WOOD CAPITAL ADVISORS LLC
James W Hague
Registered Affiliation(s):JANIAN INVESTMENT ADVISERS, LLC
Robert Vincent Duffield
Registered Affiliation(s):EDWARD JONES
Gerald Alexander Fegler
Registered Affiliation(s):MARIN WEALTH ADVISORS LLC
T. Steven Branton
Registered Affiliation(s):WEALTHSPIRE ADVISORS
Thomas Craig Meyer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Deepinder Sekhon
Registered Affiliation(s):MORGAN STANLEY
Jessica Marie Markarian
Registered Affiliation(s):ALJIAN CAPITAL MANAGEMENT
Michael Lawrence Anderson
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Kelly A Soria
Registered Affiliation(s):ARBOR POINT ADVISORS
Rosemary Perdue
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Jeffrey Lynn Leasure
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Matthew Allen Johnson
Registered Affiliation(s):SLOW CAPITAL, 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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