Best Financial Advisors in PETALUMA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$319M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in PETALUMA
#1
100
DOBSON ASSET MANAGEMENT
PETALUMA, CA · Since 1996
$218M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
95
JPC WEALTH MANAGEMENT, INC.
PETALUMA, CA · Since 2002
$313M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
FPC INVESTMENT ADVISORY, INC.
PETALUMA, CA · Since 2018
$365M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
CREEKSIDE PARTNERS
PETALUMA, CA · Since 2008
$553M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
NORTH BAY WEALTH MANAGEMENT
PETALUMA, CA · Since 2025
$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
95
BREEN WEALTH MANAGEMENT, LLC
PETALUMA, CA · Since 2018
$319M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in PETALUMA?
The median advisory fee in PETALUMA, CA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.