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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
24 firms listed · 11 in Petaluma · 1 open weekends · 20 rated 4.5+ · 4 show a license
Data verified October 16, 2026
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Sustainvest Asset Management
“Thank you for being so generous with your time and for your dedication to responsible investing!”
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Oculus Financial Group
“He has always gone above and beyond to make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning.”
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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.”
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Kruse Financial Strategy
“She is clear about what she can offer and her timelines - and she delivers.”
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Ansbrotax
The 24 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 24 firms we list here, 11 are in Petaluma itself and 13 come from towns including Novato (7, 11 mi), Santa Rosa (3, 15 mi) and San Rafael (2, 18 mi). 20 of the firms on this page have a rating, and all of them are rated 5.0, across 41 reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (4), investment management (3), back taxes owed (2) and bank financing (2). 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 18 list a public email and 2 take 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?
11 of the 24 firms are located in Petaluma. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Spiritus Financial Planning
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Skolnik Wealth Management
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Choreo Advisors
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Innovative Settlements, Life Settlement Experts
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Zim Wealth Management
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Pharos Wealth Management
“Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income.”
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Moraes & Cassidy Group
- Market
“When your Investment Advisor calls you from his Hawaii vacation while walking on the beach to give you an update on the market, you know you've got the right advisor.”
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Alders Financial Solutions
“They are all great in there.”
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Hennessy Funds
“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”
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LFA Private Wealth Management
“We appreciate their knowledge base and accessibility…”
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Retirement Investment Specialists
“Ethical Practice”
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Anthony Trias - Certified Financial Planner
- Retirement
- Goals
“Great financial advice, great stewardship of investments, incredibly helpful with answering questions, flexible with my own priorities and needs, and very family oriented.”
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Magnum Financial
“I have always been impressed by his extensive knowledge and if doesn't know something he doesn't pretend to know it, he goes out to find the most accurate and recent information for me.”
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Arrow Point Wealth Management
“Duncan Kelm and Bruce Kelm of Arrow Point Wealth Management are professional and have great expertise in the financial realm.”
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Meyer & Associates
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Magid Accountancy Corporation
“It was a pleasure working with Sandy and his wonderful team to complete this process and I'm grateful I was referred to them.”
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Ketron Financial
“Ruth and Courtenay are the BEST!”
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Tweeten Eldercare Advisors
Retirement Planning and Investment Management Services in Petaluma, CA Cost Estimates
Minimum cost
$1073
Maximum cost
$9119
National Average
$3219
Avg Per Hour Rates
$322
$2146
$5901
Typical price range is based on 458 cost profiles
Why these companies made our list
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