Real Reviews · Petaluma
Top-Reviewed Financial Advisors in Petaluma, CA
What are customers actually saying? Read verified reviews for financial advisors in Petaluma — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Petaluma, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Swad Wealth Management with a 5.0-star rating from 11 Google reviews and an RNM Score of 72/100. Also in the top tier: Lucey Wealth Advisors LLC and Edward Jones - Financial Advisor: Katherine Wells. 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 10, 2026 · RNM Score = 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 10, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 11 Google reviews for a Petaluma financial advisor.
100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, USATrusted Petaluma financial advisor with a perfect 5.0-star rating from 8 Google reviews.
1129 Industrial Ave STE 102, Petaluma, CA 94952, USAFive-star rating from two Google reviews for this Petaluma financial advisor.
1301 Redwood Way Suite 245, Petaluma, CA 94954, USAFinancial Advisors Rankings in Petaluma, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Swad Wealth Management100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, USA | 5.0★ | 11 |
| #2 | Lucey Wealth Advisors LLC1129 Industrial Ave STE 102, Petaluma, CA 94952, USA | 5.0★ | 8 |
| #3 | Edward Jones - Financial Advisor: Katherine Wells1301 Redwood Way Suite 245, Petaluma, CA 94954, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Darrel K Lavilla, AAMS®755 Baywood Dr Suite 370, Petaluma, CA 94954, USA | — | — |
| #5 | Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC17 Keller St Ste 225, Petaluma, CA 94952, USA | — | — |
| #6 | Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA215 Western Ave, Petaluma, CA 94952, USA | 5.0★ | 1 |
| #7 | Choreo Advisors11 5th St Suite 108, Petaluma, CA 94952, USA | — | — |
| #8 | Kruse Financial Strategy720 Southpoint Blvd Suite 201, Petaluma, CA 94954, USA | 5.0★ | 1 |
| #9 | AllPoint Financial Group, LLC765 Baywood Dr #147, Petaluma, CA 94954, USA | — | — |
| #10 | Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC755 Baywood Dr Ste 200, Petaluma, CA 94954, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Petaluma
This advisor has no reviews yet, so their reputation is currently unrated.
755 Baywood Dr Suite 370, Petaluma, CA 94954, USA
This financial advisor has no online reviews yet to help guide your choice.
17 Keller St Ste 225, Petaluma, CA 94952, USA
Consistently earns perfect 5.0-star ratings from its Petaluma clients.
215 Western Ave, Petaluma, CA 94952, USA
A Petaluma financial advisor with no Google reviews yet; new to the directory.
11 5th St Suite 108, Petaluma, CA 94952, USA
Exceptional 5.0-star rating from satisfied clients in Petaluma.
720 Southpoint Blvd Suite 201, Petaluma, CA 94954, USA
This financial advisor in Petaluma has not yet received any Google reviews.
765 Baywood Dr #147, Petaluma, CA 94954, USA
This financial advisor in Petaluma has not yet received any Google reviews.
755 Baywood Dr Ste 200, Petaluma, CA 94954, USA
This advisor has no Google reviews yet, so client experiences are unconfirmed.
1465 N McDowell Blvd # 170, Petaluma, CA 94954, USA
No reviews yet; check back to see what clients say about this Petaluma financial advisor.
140 2nd St #310, Petaluma, CA 94952, USA
Exceptional 5.0-star rating from early client reviews.
26 4th St Suite B, Petaluma, CA 94952, USA
Petaluma financial advisor with a perfect 5.0-star rating from recent reviews.
7 4th St, Petaluma, CA 94952, USA
Rated 5.0 stars from 1 Google review, providing personalized financial guidance in Petaluma.
1425 N McDowell Blvd STE 110, Petaluma, CA 94954, USA
Trusted by clients with a perfect 5.0-star rating from multiple reviews.
200 Kentucky St Suite C, Petaluma, CA 94952, USA
Petaluma financial advisor with a perfect 5.0-star rating from early client reviews.
204 G St Ste 102, Petaluma, CA 94952, USA
5.0 stars from 1 Google review, reflecting strong client satisfaction.
1304 Southpoint Blvd Ste 240, Petaluma, CA 94954, USA
Financial advisor in Petaluma, CA, with no customer reviews yet.
775 Baywood Dr Suite 103, Petaluma, CA 94954, USA
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Financial Advisors in Petaluma, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Swad Wealth Management | 72/100 | 5.0 ★ | 11 |
| 2 | Lucey Wealth Advisors LLC | 82/100 | 5.0 ★ | 8 |
| 3 | Edward Jones - Financial Advisor: Katherine Wells | 68/100 | 5.0 ★ | 2 |
| 4 | Edward Jones - Financial Advisor: Darrel K Lavilla, AAMS® | 7/100 | — | 0 |
| 5 | Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 6 | Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA | 62/100 | 5.0 ★ | 1 |
| 7 | Choreo Advisors | 15/100 | — | 0 |
| 8 | Kruse Financial Strategy | 74/100 | 5.0 ★ | 1 |
| 9 | AllPoint Financial Group, LLC | 15/100 | — | 0 |
| 10 | Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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