RIAs in Petaluma, California
Explore 7 RIAs headquartered in Petaluma, with $2B in combined reported AUM.
RIAs7Headquartered here
Total AUM$2BReported regulatory AUM
Total Employees23Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Petaluma
7 RIAsShowing 1–7 of 7 RIAs
Creekside Partners
PETALUMA, CAReported AUM$553.4M
Employees2
27.8% of city AUMView RIA ↗
Fpc Investment Advisory, Inc.
PETALUMA, CAReported AUM$364.6M
Employees5
18.3% of city AUMView RIA ↗
Breen Wealth Management, LLC
PETALUMA, CAReported AUM$318.8M
Employees3
16.0% of city AUMView RIA ↗
Jpc Wealth Management, Inc.
PETALUMA, CAReported AUM$312.7M
Employees3
15.7% of city AUMView RIA ↗
Dobson Asset Management
PETALUMA, CAReported AUM$217.8M
Employees3
10.9% of city AUMView RIA ↗
Allpoint Financial Group
PETALUMA, CAReported AUM$116.8M
Employees5
5.9% of city AUMView RIA ↗
North Bay Wealth Management
PETALUMA, CAReported AUM$107.3M
Employees2
5.4% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.