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As of June 2026, RatingsNearMe ranks 19 financial advisors in Petaluma, CA by verified customer ratings and review volume. The highest-rated is Lucey Wealth Advisors LLC with a 5.0-star rating from 8 verified reviews. Also in the top tier: Breen Wealth Management, LLC and Spiritus Financial Planning. The average rating across all listed financial advisors in Petaluma is 5 stars from 3 reviews per business on average.
Financial advisors in Petaluma typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Lucey Wealth Advisors LLC
1129 Industrial Ave STE 102, Petaluma, CA 94952, USA
Breen Wealth Management, LLC
200 Kentucky St Suite C, Petaluma, CA 94952, USA
Financial Advisors Rankings in Petaluma, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Lucey Wealth Advisors LLC1129 Industrial Ave STE 102, Petaluma, CA 94952, USA | 5.0★ | 8 |
| #2 | Breen Wealth Management, LLC200 Kentucky St Suite C, Petaluma, CA 94952, USA | 5.0★ | 2 |
| #3 | Spiritus Financial Planning7 4th St, Petaluma, CA 94952, USA | 5.0★ | 1 |
| #4 | Swad Wealth Management100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, USA | 5.0★ | 11 |
| #5 | Edward Jones - Financial Advisor: Katherine Wells1301 Redwood Way Suite 245, Petaluma, CA 94954, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Michelle Moller, CFP®|CEPA®26 4th St Suite B, Petaluma, CA 94952, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Joel Parrish, AAMS®204 G St Ste 102, Petaluma, CA 94952, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Michael P Lightner1304 Southpoint Blvd Ste 240, Petaluma, CA 94954, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Ryan L Powell, AAMS®775 Baywood Dr Suite 103, Petaluma, CA 94954, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Darrel K Lavilla, AAMS®755 Baywood Dr Suite 370, Petaluma, CA 94954, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Petaluma
Swad Wealth Management
100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, USA
Edward Jones - Financial Advisor: Katherine Wells
1301 Redwood Way Suite 245, Petaluma, CA 94954, USA
Edward Jones - Financial Advisor: Michelle Moller, CFP®|CEPA®
26 4th St Suite B, Petaluma, CA 94952, USA
Edward Jones - Financial Advisor: Joel Parrish, AAMS®
204 G St Ste 102, Petaluma, CA 94952, USA
Edward Jones - Financial Advisor: Michael P Lightner
1304 Southpoint Blvd Ste 240, Petaluma, CA 94954, USA
Edward Jones - Financial Advisor: Ryan L Powell, AAMS®
775 Baywood Dr Suite 103, Petaluma, CA 94954, USA
Edward Jones - Financial Advisor: Darrel K Lavilla, AAMS®
755 Baywood Dr Suite 370, Petaluma, CA 94954, USA
Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA
215 Western Ave, Petaluma, CA 94952, USA
Kruse Financial Strategy
720 Southpoint Blvd Suite 201, Petaluma, CA 94954, USA
North Bay Wealth Management
140 2nd St #310, Petaluma, CA 94952, USA
Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC
17 Keller St Ste 225, Petaluma, CA 94952, USA
FPC Investment Advisory, Inc.
1465 N McDowell Blvd # 170, Petaluma, CA 94954, USA
Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC
755 Baywood Dr Ste 200, Petaluma, CA 94954, USA
Edward Jones - Financial Advisor: Craig Walker
1425 N McDowell Blvd STE 110, Petaluma, CA 94954, USA
AllPoint Financial Group, LLC
765 Baywood Dr #147, Petaluma, CA 94954, USA
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Frequently Asked Questions — Financial Advisors in Petaluma
What is a fiduciary financial advisor and why does it matter in Petaluma?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Petaluma, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Petaluma?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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