Rialytix insights

Top RIA Firms in Petaluma, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Petaluma, California. This hub covers 7 matching firms with $2.0B in total reported AUM and median AUM of $312.7M.

Firms

Matching current profiles

Total AUM

$2.0B

Reported regulatory AUM

Median AUM

$312.7M

Across firms with AUM

Largest firm

$553.4M

Creekside Partners

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Creekside Partners CRD 125401 · Limited Liability Company	PETALUMA, CA	$553.4M Mar 2026	+$48.1M+9.5%	+$47.6M+9.4%	+$116.8M+26.8%	+$431.5M+353.9%	0 employees+0.0% over 3Y	+562 accounts+218.7% over 3Y
2. Fpc Investment Advisory, INC. CRD 122728 · Corporation	PETALUMA, CA	$364.6M Mar 2026	+$67.4M+22.7%	+$196.7M+117.2%	+$201.0M+122.8%	+$320.1M+719.6%	+1 employees+25.0% over 3Y	+244 accounts+47.9% over 3Y
3. Breen Wealth Management, LLC CRD 286513 · Limited Liability Company	PETALUMA, CA	$318.8M Jul 2026	+$46.0M+16.9%	+$128.7M+67.7%	+$148.4M+87.0%	+$202.8M+174.9%	0 employees+0.0% over 3Y	+60 accounts+10.6% over 3Y
4. Jpc Wealth Management, INC. CRD 120267 · Corporation	PETALUMA, CA	$312.7M Jun 2026	+$59.1M+23.3%	+$75.2M+31.7%	+$65.1M+26.3%	+$178.2M+132.5%	0 employees+0.0% over 3Y	+48 accounts+10.6% over 3Y
5. Dobson Asset Management CRD 112079 · Partnership	PETALUMA, CA	$217.8M Mar 2026	+$20.7M+10.5%	+$61.5M+39.3%	+$68.5M+45.9%	+$115.2M+112.4%	0 employees+0.0% over 3Y	+15 accounts+3.9% over 3Y
6. Allpoint Financial Group CRD 301028 · Limited Liability Company	PETALUMA, CA	$116.8M Jun 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
7. North Bay Wealth Management CRD 285523 · Corporation	PETALUMA, CA	$107.3M Mar 2026	—	—	—	+$5.2M+5.1%	+1 employees+100.0% over Total	+6 accounts+1.8% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.