california Date: 09-25-2025

Top 15 Financial Advisors in Petaluma, CA

Financial AdvisorAddress
1Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA215 Western Ave, Petaluma, CA 94952
2Breen Wealth Management, LLC200 Kentucky St, Petaluma, CA 94952
3AllPoint Financial Group, LLC765 Baywood Dr #147, Petaluma, CA 94954
4Kruse Financial Strategy720 Southpoint Blvd Suite 201, Petaluma, CA 94954
5Edward Jones - Financial Advisor: Katherine Wells1301 Redwood Way Suite 245, Petaluma, CA 94954
6Spiritus Financial Planning7 4th St, Petaluma, CA 94952
7North Bay Wealth Management140 2nd St #310, Petaluma, CA 94952
8Golden Gate Financial765 Baywood Dr #339, Petaluma, CA 94954
9Edward Jones - Financial Advisor: Michael P Lightner1304 Southpoint Blvd Ste 240, Petaluma, CA 94954
10Lucey Wealth Advisors LLC1129 Industrial Ave STE 102, Petaluma, CA 94952
11Edward Jones - Financial Advisor: Michelle Moller, CFP®|CEPA®26 4th St Suite B, Petaluma, CA 94952
12Anders Wealth Management7 4th St #66, Petaluma, CA 94952
13Edward Jones - Financial Advisor: Craig Walker1425 N McDowell Blvd STE 110, Petaluma, CA 94954
14Edward Jones - Financial Advisor: Joel Parrish, AAMS®204 G St Ste 102, Petaluma, CA 94952
15Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC17 Keller St Ste 225, Petaluma, CA 94952

1.Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA

Address: 215 Western Ave, Petaluma, CA 94952

2.Breen Wealth Management, LLC

Address: 200 Kentucky St, Petaluma, CA 94952

3.AllPoint Financial Group, LLC

Address: 765 Baywood Dr #147, Petaluma, CA 94954

4.Kruse Financial Strategy

Address: 720 Southpoint Blvd Suite 201, Petaluma, CA 94954

5.Edward Jones - Financial Advisor: Katherine Wells

Address: 1301 Redwood Way Suite 245, Petaluma, CA 94954

6.Spiritus Financial Planning

Address: 7 4th St, Petaluma, CA 94952

7.North Bay Wealth Management

Address: 140 2nd St #310, Petaluma, CA 94952

8.Golden Gate Financial

Address: 765 Baywood Dr #339, Petaluma, CA 94954

9.Edward Jones - Financial Advisor: Michael P Lightner

Address: 1304 Southpoint Blvd Ste 240, Petaluma, CA 94954

10.Lucey Wealth Advisors LLC

Address: 1129 Industrial Ave STE 102, Petaluma, CA 94952

11.Edward Jones - Financial Advisor: Michelle Moller, CFP®|CEPA®

Address: 26 4th St Suite B, Petaluma, CA 94952

12.Anders Wealth Management

Address: 7 4th St #66, Petaluma, CA 94952

13.Edward Jones - Financial Advisor: Craig Walker

Address: 1425 N McDowell Blvd STE 110, Petaluma, CA 94954

14.Edward Jones - Financial Advisor: Joel Parrish, AAMS®

Address: 204 G St Ste 102, Petaluma, CA 94952

15.Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC

Address: 17 Keller St Ste 225, Petaluma, CA 94952