Top 7 advisors in Petaluma

Top 7 advisors in Petaluma

We’ve curated a list of the best financial advisors in Petaluma, take a look at it below

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  • 1. Enso Wealth Management, LLC

    Assets under management

    $1,511,908,418

    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

    See full profile

  • 2. Creekside Partners

    Assets under management

    $427,521,147

    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

    See full profile

  • 3. Burleson & Company, LLC

    Assets under management

    $373,569,708

    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

    See full profile

  • 4. Clearlake Advisors, L.l.c.

    Assets under management

    $253,846,102

    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

    See full profile

  • 5. Fpc Investment Advisory, Inc.

    Assets under management

    $225,307,017

    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

    See full profile

  • 6. Breen Wealth Management, LLC

    Assets under management

    $190,125,642

    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

    See full profile
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    7. Dobson Asset Management

    Assets under management

    $154,854,563

    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

    See full profile

How we came up with this list

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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
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