Investment advisers in Petaluma, CA
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Creekside Partners | $553.4 million | 2 | 0 |
| Fpc Investment Advisory, Inc. | $364.6 million | 5 | 0 |
| Breen Wealth Management, LLC | $318.8 million | 3 | 0 |
| Jpc Wealth Management, Inc. | $312.7 million | 3 | 0 |
| Dobson Asset Management | $217.8 million | 3 | 0 |
| Allpoint Financial Group | $116.8 million | 5 | 0 |
| North Bay Wealth Management | $107.3 million | 2 | 0 |