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Best financial advisors in Petaluma, CA

Registered advisers within 25 miles of Petaluma, CA.

Offices
446
Firms
234
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,936,903 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIRST BRIDGE LENDING
FPC INVESTMENT ADVISORY, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS
KRUSE FINANCIAL STRATEGY
COMPASS WEALTH ADVISORS
BREEN WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
JPC WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
DOBSON ASSET MANAGEMENT
VANDERBILT ADVISORY SERVICES

Investors

John Craig Walker
Tyler Louis Schalch
Matthew M Kalabokes
BIJAN GOLKAR
Katherine Wells
Risa Shaye Scott-Smith
Dawn-Dyanna Dhyanna
KENDRA STUBER COCHRAN
Leah Marie Ponce de Leon
Michael Paul Lightner
Miranda Marie Pringle-Dressler
Bridget Hannigan Mackay
AUTUMN RAIN KRUSE
JOHN CHRISTIAN CORT
BRIAN JEFFERY BREEN
Andrew Alexander Davainis
ANTHONY MICHAEL BORBA JR
JASON ALLEN MEINERDING
MICHAEL AVERY
Domenica Marie Stokes
JAMES PATRICK CURRAN
MARION ENGELKE WAGNER
JULIE ANNE WALLACE
SCOTT ROBERT STROUD
Samuel Riley Dobson
CHRISTOPHER MARTIN DOBSON
THOMAS FRANCIS RAY

Within 25 miles of Petaluma, CA, Best Investors lists 234 registered investment advisory firms with 446 offices nearby, managing about $13.5T in combined regulatory AUM across 2,936,903 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Petaluma

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM