Best Financial Advisors in PETALUMA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PETALUMA
DOBSON ASSET MANAGEMENT
PETALUMA, CA · Since 1996
JPC WEALTH MANAGEMENT, INC.
PETALUMA, CA · Since 2002
CREEKSIDE PARTNERS
PETALUMA, CA · Since 2008
FPC INVESTMENT ADVISORY, INC.
PETALUMA, CA · Since 2018
BREEN WEALTH MANAGEMENT, LLC
PETALUMA, CA · Since 2018
NORTH BAY WEALTH MANAGEMENT
PETALUMA, CA · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.