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
Michelle Hovermale Walsh
Registered Affiliation(s):MORGAN STANLEY
Taylor A Loughlin
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Catherine B Choi
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Sean Michael Croll
Registered Affiliation(s):CASEY SECURITIES LLC
Heather Ann Schermerhorn
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jorge Luis Rey-prada
Registered Affiliation(s):MORGAN STANLEY
Emmanuel Rojas
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Brian Richard O'donnell
Registered Affiliation(s):FORESIDE FUND SERVICES, LLC
Richard Henry Alpert
Registered Affiliation(s):RAUB BROCK CAPITAL MANAGEMENT, LP
Brian Frack
Registered Affiliation(s):GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
Anthony Gene Avila
Registered Affiliation(s):BUILDER ADVISOR GROUP, LLC
Maria Linda Ahern
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Chad Pate
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jonathan Albert Burklund
Registered Affiliation(s):KEMA PARTNERS LLC
David Mark Schachter
Registered Affiliation(s):WEILD & CO.
Christopher Alan Davis
Registered Affiliation(s):NUVEEN ASSET MANAGEMENT, LLC
Halley Maclise Craig
Registered Affiliation(s):CWM, LLC
Jeffrey Ngo
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Timothy Michael Kelly
Registered Affiliation(s):AVONDALE CONQUEST, LLC
Sunny Saurabh Sharma
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jose Jimenez
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Joseph White
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Rita Maria Abraldes
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Duran Pardue Holton
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
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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