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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

SLOW CAPITAL, INC.
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
KCM INVESTMENT ADVISORS
FAIRVIEW CAPITAL
SPYGLASS CAPITAL MANAGEMENT, LLC
EDITION VENTURES LLC
RBC CAPITAL MARKETS, LLC
CERITY PARTNERS LLC
BROADWING CAPITAL ADVISORS, INC.
PMB ADVISORS
EB FINANCIAL GROUP, LLC
BEACON POINTE ADVISORS, LLC
SHIRA RIDGE WEALTH MANAGEMENT
CROWN ADVISORS MANAGEMENT, INC.
FARTHER
WARM SPRINGS ADVISORS INC.
AMERICAN PACIFIC GROUP
ROSS CREEK CAPITAL MANAGEMENT, LLC
MIRADOR CAPITAL PARTNERS

Investors

MATTHEW ALLEN JOHNSON
GESA EMARIE JARAVATA
MICHELLE LORRAINE DURGY
Honna Manhan Li
DONALD OLSEN JESBERG
JOHN CRAWFORD POGUE
JOHN ARTHUR LUNDIN
GUY JON BENSTEAD
RAYMOND JAMES RANDOLPH
JAMES ANDREW ROBILLARD
ERIC ARTHUR ENGLUND
Taylor Lynn Wood
Stuart THOMAS Reilly
EDWARD BRIAN MURPHY
BRIAN HARKNESS WELLS
CARL C ILG
Matthew John Larrabure
Marina Michelle Merkouris
KUOSEN FUNG
HELEN L ABE
PATRICK TYRONE FARLEY
TERRI SUZANNE BROWN
CONRADINE LOIS MOREHOUSE
KERRY ALEX TREVOR FARLEY
Margarita D Perry
CLIFTON JAMES KELLY
STEPHANIE W. NERI
Shiting Yu
FERNANDO JAVIER LEMA
MILENA MARGARET PRICE
STEVEN EDWARD CUTCLIFFE
DAVID REED HUDSON
WILLIAM CLARK HAGEBOECK
KELLY DOUGLAS KANE
MORGAN SELMI
PATRICK MICHAEL BERESH
CHARLES JOSEPH RAMOS
Summer Erika Ramos
LAUREAN SUE NARDONE
JONATHAN DAVID LEIDY
DAVID JOSEPH TARANTINO
PHILIP ROESING RICE
DANIEL BUNTIN MURRAY

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