Financial advisers in Petaluma, CA
6 registered investment adviser firms in Petaluma managing $1.9B in assets, based on public SEC Form ADV filings.
Creekside Partners
Petaluma, CA · Est. 2008
LocalInternational
- AUM
- $553M
- Per adviser
- $277M
- Advisers
- 2
No reported disclosures
Fpc Investment Advisory, INC.
Petaluma, CA · Est. 2018
Local
- AUM
- $365M
- Per adviser
- $122M
- Advisers
- 3
No reported disclosures
Breen Wealth Management, LLC
Petaluma, CA · Est. 2018
LocalInternational
- AUM
- $319M
- Per adviser
- $159M
- Advisers
- 2
No reported disclosures
Jpc Wealth Management, INC.
Petaluma, CA · Est. 2002
Local
- AUM
- $313M
- Per adviser
- $156M
- Advisers
- 2
No reported disclosures
Dobson Asset Management
Petaluma, CA · Est. 1996
Local
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
North Bay Wealth Management
Petaluma, CA · Est. 2025
LocalInternational
- AUM
- $107M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures