City
Wealth management firms in Petaluma, California
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Petaluma, California reported $2.3 billion in regulatory assets under management; the largest by assets was Creekside Partners, with $553.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $2.3 billion
- Average per firm
- $143.4 million
- SEC-registered, of those listed
- 8 of 16 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Creekside Partners | SEC | $553.4 million | 819 |
| 2 | FPC Investment Advisory, Inc. | SEC | $364.6 million | 753 |
| 3 | Breen Wealth Management, LLC | SEC | $318.8 million | 626 |
| 4 | JPC Wealth Management, Inc. | SEC | $312.7 million | 502 |
| 5 | Dobson Asset Management | SEC | $217.8 million | 395 |
| 6 | Allpoint Financial Group | SEC | $116.8 million | 721 |
| 7 | San Francisco Wealth Planning LLC | SEC | $112.3 million | 178 |
| 8 | North Bay Wealth Management | SEC | $107.3 million | 340 |
| 9 | The McBride Group | State | $76.3 million | 252 |
| 10 | Cruse Investments | State | $58.4 million | 137 |
| 11 | Compass Wealth Advisors | State | $42.8 million | 164 |
| 12 | Sonoma Mountain Financial LLC | State | $11.7 million | 33 |
| 13 | Developing Financial | State | $1.8 million | 51 |
| 14 | John Schooler Jones LLC | State | $0 | 0 |
| 15 | Kruse Financial Strategy | State | $0 | 0 |
| 16 | Riverwest Financial LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.