#1Breen Wealth Management, LLC
BREEN WEALTH MANAGEMENT, LLC
Based in Petaluma, CA
Retirement Plan Advisors in Petaluma, CA
The top-ranked retirement plan advisors serving Petaluma, CA are Breen Wealth Management, LLC, North Bay Wealth Management and Fermata Advisors. We list 50 retirement plan advisors serving Petaluma, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Petaluma, CA (Sonoma County). 50 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Petaluma
#2North Bay Wealth Management
NORTH BAY WEALTH MANAGEMENTBased in Petaluma, CA#3Fermata Advisors
FERMATA ADVISORS, LLCServes this area from Sonoma, CA (10 mi)#4Alpha Wealth Management And Planning LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLCServes this area from Novato, CA (10 mi)#5Longview Financial Advisors, LLC
LONGVIEW FINANCIAL ADVISORS, LLCServes this area from San Rafael, CA (16 mi)#6Jocelyn Investment Management, LLC
JOCELYN INVESTMENT MANAGEMENT, LLCServes this area from San Rafael, CA (16 mi)#7Global Retirement Partners LLC
GLOBAL RETIREMENT PARTNERS LLCServes this area from San Rafael, CA (16 mi)#8Rpa Financial, LLC
RPA FINANCIAL, LLCServes this area from San Rafael, CA (16 mi)#9Dedora Capital, Inc.
DEDORA CAPITAL, INC.Serves this area from Napa, CA (19 mi)#10Madrone Investment Advisory, LLC
MADRONE INVESTMENT ADVISORY, LLCServes this area from San Rafael, CA (19 mi)
20 more providers serving this area
- O'donnell Financial Services, LLC, San Rafael, CA (19 mi)
- Westhill Financial Advisors, Inc., San Rafael, CA (19 mi)
- Ridgecrest Wealth Partners, LLC, San Rafael, CA (20 mi)
- Sonoma Allocations, CA
- Jdh Wealth Management, LLC, CA
- Kcm Investment Advisors, Larkspur, CA (21 mi)
- Aspirean Wealth, LLC, Strawberry, CA (24 mi)
- Urban Investment Advisors, Strawberry, CA (25 mi)
- Schmitz Capital Partners, LLC, Mill Valley, CA (25 mi)
- Knecht Capital Management, LLC, CA
- Solano Wealth Advisors, Fairfield, CA (31 mi)
- Penserra Wealth Management, Orinda, CA (35 mi)
- Wespac Advisors, LLC, Orinda, CA (35 mi)
- Hyphen Wealth Management, Lafayette, CA (36 mi)
- Nauta Capital LLC, Lafayette, CA (36 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (37 mi)
- Gebhardt Group, Inc, Lafayette, CA (37 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (38 mi)
- Destination Wealth Management, Contra Costa Centre, CA (38 mi)
- Lafayette Square Financial Advisors, Inc., Acalanes Ridge, CA (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Petaluma?
We list 50 retirement plan advisors serving Petaluma, CA: 2 based there and 48 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Petaluma?
The top-ranked retirement plan advisors serving Petaluma, CA are Breen Wealth Management, LLC, North Bay Wealth Management, Fermata Advisors, Alpha Wealth Management And Planning LLC and Longview Financial Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Petaluma are verified against official records?
10 of the top 10 match an active official record: Breen Wealth Management, LLC (U.S. Securities and Exchange Commission), North Bay Wealth Management (U.S. Securities and Exchange Commission), Fermata Advisors (U.S. Securities and Exchange Commission), Alpha Wealth Management And Planning LLC (U.S. Securities and Exchange Commission) and Longview Financial Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .