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
Leif Stefone Tinsley
Registered Affiliation(s):LPL FINANCIAL LLC
Joseph Williams
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Samboun Sim
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Steven Cowley
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jason Matthew Wood
Registered Affiliation(s):J. WOOD CAPITAL ADVISORS LLC
Geoffrey Garcia Lavitoria
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Lawrence Edward Sneed
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Craig Leslie Camp
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Nony Lukitolim
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Lilly Lai Wah Wong
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Lynn Marie Petrielange
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Daria Ann Moraveck
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Wayne Robert Weathers
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Lazena D Kelly-andrada
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Samuel Vasquez Gaeta
Registered Affiliation(s):MARINER WEALTH ADVISORS
Michael Bruce Bagley
Registered Affiliation(s):LPL FINANCIAL LLC
John Edmond Wheatley
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Matthew James Delaney
Registered Affiliation(s):JDH WEALTH MANAGEMENT, LLC
Sanford Irving Smith
Registered Affiliation(s):MORGAN STANLEY
Lisa Renay Elkins-reuter
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Dennis Brian Noss
Registered Affiliation(s):CAYMAN CAPITAL MANAGEMENT, INC.
Kevin Patrick Tarrant
Registered Affiliation(s):MORGAN STANLEY
Steven Mako Yamagata
Registered Affiliation(s):CASEY SECURITIES LLC
Marina Michelle Merkouris
Registered Affiliation(s):RBC CAPITAL MARKETS, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
