Financial advisors in Petaluma, CA
64 financial advisors listed in Petaluma, California. 56 with a phone number and 55 with a website.
Petaluma accounts for 0% of the financial advisors listed in California and ranks #76 among California cities for financial advisors.
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Quick answer
Petaluma, CA has 64 financial advisors listed on USA Business Search. 56 list a phone number and 55 list a website. The most listings are in ZIP codes 94954, 94952, 94975.
Updated October 2026CrossCheck
Enso Wealth Management Llc.
W. Jeff Spencer, CPA PC
Optio Solutions LLC
H&R Block
Accounting & Tax Services, Inc.
Aden Financial Services
American Wealth Management
Ameriprise Financial Advisors
Angel Tile
Bay Area Planning & Financial Group, Inc. Dba Planning & Financial Adv
Block Advisors Tax and Business Services
Blue Oak Mortgage Corporation
Breen Wealth Management
Burleson + Company
Cascade Capital
Charles Walker
Choreo Advisors
Columbia Bank
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Constant Processing
Creekside Partners
Debt & Taxes
Decota Wealth Management
Dobson Asset Management
Edward Jones - Financial Advisor: Alex Clark
Edward Jones - Financial Advisor: Russell M Rice
Edward Ranchigoda
Exception Lending
Fpc Investment Advisory
Fpc Investment Advisory, Inc.
Frere Enterprises
Greenleaf & Burleson
H&R Block
Hispano Income Tax
Hurwitz & Co, Enrolled Agents
Hurwitz & Co., Inc. Enrolled Agents
Kevin Long at Guaranteed Rate Affinity - NMLS #210620
Krishneel Sharma - Summit Funding
Lucey Wealth Advisors Llc
Martin Yataco - Preferred Rate
Mary D Gernetzke - Edward Jones
Maverick Wealth Management
Northbay Resource Group
Pacific Point Office Space
Peoples Home Equity
Perales Tax Services
Raymond James Financial Services
Restad Financial Planning
Sequoia Wealth Management Group
Sequoia Wealth Management Group, Llc.
Shawn Haghighi at Pacific Wholesale Mortgage
Spiritus Financial Planning
Steve Mason Loans
Stg Asset Management Inc
Tax Office & Associates
The Investment Collective
Wayne Wilson - Supreme Lending
Westamerica Bank
Western Union
Western Union
Wiiken & Gorman
William C. Roland
Wine Country Tax
How to choose a financial advisor in Petaluma
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Petaluma, California?
USA Business Search shows 64 financial advisors in Petaluma. 56 list a phone number and 55 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 94954, 94952, 94975.
How do I choose a financial advisor in Petaluma?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Petaluma compare with the rest of California?
Petaluma has 0% of the 24,546 financial advisors listed in California, which ranks #76 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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