Falists

California · 13 advisers

Financial Advisors in Petaluma, California

Looking for a financial advisor in Petaluma, California? Falists indexes 13 SEC-registered and state-registered investment advisers in Petaluma — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $553.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

10

Largest AUM

$553.4M

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning8Trusts9Retirement3Institutional2

Top advisors in Petaluma

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

DOBSON ASSET MANAGEMENT

Petaluma, CA

AUM

$217.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

707-766-9254

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Petaluma, California?
13 registered investment advisers are listed in our Petaluma directory, sourced from public SEC filings.
What types of advisors are in Petaluma?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Petaluma?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.