Top 7 financial advisors in Petaluma, CA
We’ve curated a list of the best financial advisors in Petaluma, take a look at it below
Find an advisor in Petaluma| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,511,908,418 | 26 advisors | ||
| 2 | $427,521,147 | 2 advisors | ||
| 3 | $373,569,708 | 5 advisors | ||
| 4 | $253,846,102 | 4 advisors | ||
| 5 | $225,307,017 | 3 advisors | ||
| 6 | $190,125,642 | 3 advisors | ||
| 7 | $154,854,563 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Petaluma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Petaluma. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Enso Wealth Management, LLC
Enso Wealth Management, LLC is a financial advisory firm based in Petaluma, California. It currently has approximately $1,511,908,418 of assets under management and employs about 26 people. Enso Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,511,908,418
Headcount
26 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-110382
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Creekside Partners
Creekside Partners is a financial advisory firm based in Petaluma, California. It currently has approximately $427,521,147 of assets under management and employs about 2 people. Creekside Partners uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$427,521,147
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-68879
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Burleson & Company, LLC
Burleson & Company, LLC is a financial advisory firm based in Petaluma, California. It currently has approximately $373,569,708 of assets under management and employs about 5 people. Burleson & Company, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$373,569,708
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-66240
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Clearlake Advisors, L.l.c.
Clearlake Advisors, L.l.c. is a financial advisory firm based in Petaluma, California. It currently has approximately $253,846,102 of assets under management and employs about 4 people. Clearlake Advisors, L.l.c. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$253,846,102
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-64946
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Fpc Investment Advisory, Inc.
Fpc Investment Advisory, Inc. is a financial advisory firm based in Petaluma, California. It currently has approximately $225,307,017 of assets under management and employs about 3 people. Fpc Investment Advisory, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$225,307,017
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112493
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Breen Wealth Management, LLC
Breen Wealth Management, LLC is a financial advisory firm based in Petaluma, California. It currently has approximately $190,125,642 of assets under management and employs about 3 people. Breen Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$190,125,642
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-112749
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
Dobson Asset Management
Dobson Asset Management is a financial advisory firm based in Petaluma, California. It currently has approximately $154,854,563 of assets under management and employs about 3 people. Dobson Asset Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$154,854,563
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-51693
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.