Baldwin, McGaughey & Co.
“I will be going to Dave for our tax matters for as long as he will have me”
Best Financial Advisors in Petaluma, CA
15 firms listed · 9 in Petaluma · 1 open weekends · 12 rated 4.5+ · 3 show a license
Data verified October 16, 2026
Kruse Financial Strategy
“Autumn provided us with a clear path to understanding our financial path as we move toward retirement.”
Breen Wealth Management
“Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk.”
Spiritus Financial Planning
Skolnik Wealth Management
Zim Wealth Management
The 15 firms listed for Petaluma, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Petaluma, CA
Of the 15 firms we list here, 9 are in Petaluma itself and 6 come from Novato (4, 11 mi), Sonoma (1, 10 mi) and Santa Rosa (1, 15 mi). 13 of the firms on this page have a rating, from 2.3 to 5.0 across 22 reviews; 12 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), investment management (2) and retirement planning (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 10 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Petaluma listed here?
9 of the 15 firms are located in Petaluma. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Ansbrotax
Innovative Settlements, Life Settlement Experts
Choreo Advisors
Alders Financial Solutions
“They are all great in there.”
LFA Private Wealth Management
“We appreciate their knowledge base and accessibility…”
Hennessy Funds
Ketron Financial
“Ruth and Courtenay are the BEST!”
Double Eagle Financial
Oak Root
Why these companies made our list
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