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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
WELLS FARGO CLEARING SERVICES, LLC
MILESTONE FINANCIAL ADVISORS
ABACUS WEALTH PARTNERS
FAR WEST CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WILLOW CREEK WEALTH MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
ALDERS FINANCIAL SOLUTIONS
KETRON FINANCIAL LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
NEWEDGE ADVISORS

Investors

Aleia Coate
PHUONG NGUYEN LAM
AARON WINER
SPENCER DAVID SHERMAN
LAUREN TAYLOR BOYES
Danielle Onesto
RUBY DELILAH LAMBRECHT
Katelynn Wiley
Henry Hyun Choi
Jennifer Lynn Marshall
Robert D. Schulman
Spencer Ziemer
William James Bertacco
Tim R. Moore
Julie Michelle Dunn
Meredeth Ann Bertacco
Matthew Hills
NATHAN DANIEL TOURNAHU
STEVEN ALAN KERSTON
MARK FRANCIS KEATING
JASON RICHARD GITTINS
HEATHER CARY BELLI
BRUCE JAY DZIEZA
Christopher John Free
Patrick Cardenas Conroy
ROBERT DOMONICKE WILLIAMS
Sherif Abdel-Hamid
KYLE TOMIK
SOHEIL ZAMANIANPOUR
GEORGE ANDERSON CRAIG
LOUIS FRANCOIS BATMALE
ELIZABETH DALE STRONG-COOVER
LAUREN ANN PATTERSON
FRANK BERT BRUNO
Glen Sherman Calkins
Courtenay A. Wise
Russell Wayne Ketron
KARIN DE MARIA ALVARADO
Chadwick Thomas Clarke
AARON MICHAEL COOPERBAND
GEOFFREY CARSON ADEN
SHAWN CAMPAS
DAVID CARTER WALTHER
THOMAS JOSEPH BIRCH

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