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.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,511,908,418 Number of advisors 26 advisors | |||
| 2 | Assets under management $427,521,147 Number of advisors 2 advisors | |||
| 3 | Assets under management $373,569,708 Number of advisors 5 advisors | |||
| 4 | Assets under management $253,846,102 Number of advisors 4 advisors | |||
| 5 | Assets under management $225,307,017 Number of advisors 3 advisors | |||
| 6 | Assets under management $190,125,642 Number of advisors 3 advisors | |||
| 7 | Assets under management $154,854,563 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Enso Wealth Management, LLC
Enso Wealth Management, LLC is a California-based investment advisor firm that succeeded DeCota Wealth Management, LLC in 2014. The firm manages approximately $1.51 billion on a discretionary basis and $291 million on a non-discretionary basis as of December 31, 2021. Enso Wealth offers comprehensive portfolio management, financial planning, and pension consulting services to individuals, families, trusts, corporations, and retirement plans. The firm's investment strategies include long-term and short-term purchases, trading, and short sales, among others. Enso Wealth may delegate certain administrative and investment oversight duties to sub-advisors and provides a customized multi-manager portfolio solution through the Enso Custom Portfolio Platform. The firm charges fees based on a percentage of assets under management, with flat fees for financial planning and pension consulting services. Enso Wealth does not receive soft dollar benefits and does not vote proxies on behalf of clients. The firm maintains client assets with a qualified custodian and does not have custody of client funds. Enso Wealth's privacy policy ensures the protection of client information and limits disclosures to non-affiliated third parties. Clients have the option to opt-out of certain disclosures. The firm's commitment to privacy, security practices, and accuracy of client information is emphasized in its policies.
$1,511,908,418 under management
26 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Creekside Partners
Creekside Partners Financial Advisers LLC is a registered investment adviser based in Petaluma, CA, established in April 2003. The firm specializes in financial planning, investment management, and general financial advisory services. They manage $505,276,940 in assets under management on a discretionary basis as of December 31, 2024. Creekside Partners acts as a fiduciary, obligated to act in the best interests of clients. They offer fee-based services, with fees based on a tiered schedule starting at 0.75% for the first $2,000,000 in assets. The firm does not charge performance-based fees. Clients have investment discretion, allowing Creekside Partners to make decisions on their behalf. The firm primarily uses value-driven investment strategies, focusing on asset allocation and individual securities selection. Clients include individuals, families, trusts, nonprofit corporations, and company retirement plans. Creekside Partners recommends clients custody their assets with Schwab or Fidelity. The firm does not accept compensation for client referrals and does not vote client securities. Clients receive quarterly account statements directly from the custodian. Creekside Partners does not maintain physical custody of client funds but has limited authority to transfer assets between client accounts.
$427,521,147 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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, CA, founded in 2004 by James D. Burleson. The firm specializes in providing comprehensive portfolio management services, financial planning, consulting, and concierge services to individuals, families, trusts, estates, charitable organizations, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. For Comprehensive Portfolio Management, the firm typically charges an annual fee ranging from 1.00% to 0.60% based on the assets under management. Consulting & Concierge services are billed hourly at a negotiable rate or on a fixed fee basis. Retirement Plan Services are fee-based, not exceeding 0.75% of plan assets under management. The firm also serves as an investment adviser to a private fund focusing on seed-stage and Series A financing investments within technology and sustainable industries. Clients are required to have a minimum account balance of $2,000,000 for Comprehensive Portfolio Management, with a negotiable minimum annual fee. The firm does not offer wrap fee programs and manages over $373 million on a discretionary basis. Clients have the option to direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm does not vote proxies on behalf of clients and does not accept authority to vote proxies. The firm does not provide financial information in the brochure as it does not prepay fees over $1,200 or have financial conditions impairing its obligations.
$373,569,708 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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.
$253,846,102 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
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 Registered Investment Adviser established in 1994, with its principal owners being Bijan Golkar, CEO & CCO, and Tyler Schalch, CIO. The firm offers discretionary investment management, financial planning, consulting services, and income tax preparation. They primarily invest in securities, mutual funds, and ETFs, with a focus on index funds. The firm requires a minimum account size of $2,000,000 but may accept smaller accounts at its discretion. FPC acts as a fiduciary, putting clients' interests first. They charge an annual fee of up to 1.00% based on assets under management, deducted directly from client accounts. FPC does not engage in performance-based fees or side-by-side management. The firm serves individuals, high-net-worth individuals, families, estates, trusts, corporations, and charitable foundations. FPC's investment strategy includes Cyclical Tactile Asset Allocation, monitoring economic conditions globally, and rebalancing portfolios. The firm discloses potential risks associated with investments, such as market risk and liquidity risk. FPC does not have any disciplinary events, and its business continuity plan ensures prompt recovery in case of disruptions. Clients receive quarterly statements from the qualified custodian, Charles Schwab & Co., Inc., who also provides various services to benefit both clients and the firm. FPC maintains a Code of Ethics, handles proxy voting, and has a Privacy Policy to protect client information.
$225,307,017 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Breen Wealth Management, LLC
Breen Wealth Management, LLC is a fee-only wealth management firm established in California in 2009. The firm, led by Brian Breen, CFP®, operates as a fiduciary, always acting in the best interest of clients. Services offered include comprehensive wealth management, financial planning, investment advisory, and pension consulting. The firm's investment strategy is rooted in Modern Portfolio Theory, focusing on asset allocation decisions using low-cost exchange-traded funds and institutional mutual funds. Clients have the option to place restrictions on investments. The firm manages $272,806,485 on a discretionary basis as of December 31, 2024. Fees for the Private Client Group services range from 0.15% to 0.35% per quarter. Financial planning and consulting services are charged on an hourly fee basis, with a maximum hourly fee of $400. Clients must have a minimum account balance of $1,000,000 for the Private Client Group services. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients have investment discretion, and the firm reviews accounts at least quarterly. The firm does not have custody of client funds or securities and maintains strict privacy policies. Brian Breen and Anthony M. Borba Jr. are the key professionals at the firm, with detailed educational backgrounds and business experience provided in the brochure supplements.
$190,125,642 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Dobson Asset Management
Dobson Asset Management - Northern California is a Fee-Only investment management firm established in 1994 by Christopher Dobson, Merilee Maystrovich, and Samual Dobson. Specializing in retirement planning and investment portfolio design, the firm caters to individuals nearing or in retirement. Services include Retirement Planning & Investment Portfolio Design and Investment Account Management for individuals and small pension trusts. Clients have the option for non-discretionary or discretionary investment account management, allowing for tailored portfolios based on retirement goals and risk tolerance. As of 12/31/2024, the firm managed $197,152,359 for 156 clients on a discretionary and non-discretionary basis. Fees for services are negotiable, with Retirement Planning & Investment Portfolio Design ranging from $800 to $1,500. Investment supervisory services are charged based on a tiered annual fee structure. The firm does not engage in performance-based fees or side-by-side management. Clients typically include retired individuals with a net worth of $1,000,000 to $10,000,000, seeking management services for portfolios exceeding $500,000. The firm's investment strategies involve evaluating money managers, mutual funds, ETFs, and individual securities, with a focus on risk management and diversification. Clients are actively involved in portfolio reviews, and the firm does not recommend leveraging strategies. The firm and its employees have a clean disciplinary record and do not engage in short-term trading strategies. Clients have the option to restrict the firm's investment discretion, and all voting on client securities is the responsibility of the client. The firm maintains custody relationships with Charles Schwab & Co. and National Advisor Trust, with monthly statements provided to clients.
$154,854,563 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
Top advisors in California
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