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
Christine Sampson
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Cliford David Means
Registered Affiliation(s):AMERICAN INVESTORS COMPANY
Danny Chiiek Fu
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Jeffrey John Mathews
Registered Affiliation(s):ACKRELL CAPITAL, LLC
John Matthew Brew
Registered Affiliation(s):ATLAS TECHNOLOGY GROUP LLC
Bret J Carroll
Registered Affiliation(s):ATLAS TECHNOLOGY GROUP LLC
Karlis Alberts Felzenberg
Registered Affiliation(s):ATLAS TECHNOLOGY GROUP LLC
Marc Leslie Berman
Registered Affiliation(s):BERMAN CAPITAL, LLC
Mark J Zaifman
Registered Affiliation(s):SPIRITUS FINANCIAL PLANNING
William L Ekren
Registered Affiliation(s):EDWARD JONES
Christopher Todd Irvin
Registered Affiliation(s):WESTERN INTERNATIONAL SECURITIES, INC.
Arthur Barton Pierce
Registered Affiliation(s):LPL FINANCIAL LLC
Jared Curtis Barnecut
Registered Affiliation(s):STEWART WEALTH MANAGEMENT, INC.
David Kelly Wood
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Daniel W Duncan
Registered Affiliation(s):ALPS DISTRIBUTORS, INC.
Paul Louis Knoblich
Registered Affiliation(s):NPB FINANCIAL GROUP, LLC
Mary Modesta Bersot
Registered Affiliation(s):BERSOT CAPITAL MANAGEMENT, LLC
Lyle Eils Bonn
Registered Affiliation(s):GENCAP PORTFOLIO MANAGEMENT
Frank Linn Holloway
Registered Affiliation(s):SOLANO WEALTH MANAGEMENT, INC.
Jeffrey Rhine Greendorfer
Registered Affiliation(s):PFS INVESTMENTS INC.
Anita Elaine Fenichel
Registered Affiliation(s):ICBA SECURITIES
Andrea Aiko Matsui
Registered Affiliation(s):QUASAR DISTRIBUTORS, LLC
Justin Richard Ogorek
Registered Affiliation(s):TRANSAMERICA CAPITAL, LLC
Sari Suzanne Ulitalo
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, 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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