Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Petaluma, CA

Every SEC-registered investment adviser representative at a firm office in Petaluma, with the firms that employ the most of them.

84 registered advisors work in Petaluma; the most are at Edward Jones (14). 18 list the CFP designation and 49 are also registered broker representatives.

Firms with the most advisors in Petaluma

FirmAdvisors in Petaluma
Edward Jones news14
LPL Financial LLC news8
Strategic Advisers LLC7
Allpoint Financial Group3
Ameriprise Financial Services, LLC news3
Breen Wealth Management, LLC3
State Farm Investment Management Corp.3
The McBride Group3
Creekside Partners2
Dobson Asset Management2
Fpc Investment Advisory, Inc.2
Integrity Advisory Solutions2
J.P. Morgan Securities LLC news2
Jpc Wealth Management, Inc.2
Kestra Advisory Services, LLC news2
North Bay Wealth Management2
Cambridge Investment Research Advisors, Inc. news1
Cantata Wealth Management, LLC1
Cetera Investment Advisers LLC news1
Choreo, LLC1
Compass Wealth Advisors1
Cruse Investments1
Developing Financial1
Equitable Advisors, LLC news1
Five Mile River Investment Management, LLC1

Advisors in Petaluma, A to Z

CFP advisors in Petaluma →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Petaluma, CA?

84 investment adviser representatives are registered at firm offices in Petaluma, California, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Petaluma?

Edward Jones, with 14 registered advisors in Petaluma, followed by LPL Financial LLC with 8.

How do I check a financial advisor in Petaluma?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.