Firms by city
Registered investment advisers in Petaluma, CA
7 SEC-registered advisers headquartered in Petaluma, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Creekside Partners Financial Advisers | Petaluma, CA | $553M |
| FPC Investment Advisory | Petaluma, CA | $365M |
| Breen Wealth Management | Petaluma, CA | $319M |
| JPC Wealth Management | Petaluma, CA | $313M |
| Dobson Asset Management - Northern California | Petaluma, CA | $218M |
| AllPoint Financial Group | Petaluma, CA | $117M |
| North Bay Wealth Management | Petaluma, CA | $107M |
- Headquarters
- Petaluma, CA
- Regulatory AUM
- $553M
- Headquarters
- Petaluma, CA
- Regulatory AUM
- $365M
- Headquarters
- Petaluma, CA
- Regulatory AUM
- $319M
- Headquarters
- Petaluma, CA
- Regulatory AUM
- $313M
- Headquarters
- Petaluma, CA
- Regulatory AUM
- $218M
- Headquarters
- Petaluma, CA
- Regulatory AUM
- $117M
- Headquarters
- Petaluma, CA
- Regulatory AUM
- $107M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Petaluma on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.