Managers in Petaluma, CA

United States · 16 asset managers within 25 km (2 in Petaluma itself) · 54 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Larkspur, CA 38 · Mill Valley, CA 28 · San Rafael, CA 16 · Sausalito, CA 14 · Belvedere Tiburon, CA 9 · Greenbrae, CA 8 · Corte Madera, CA 8 · Novato, CA 4 · Santa Rosa, CA 4 · San Anselmo, CA 3 · Napa, CA 3 · Sonoma, CA 2

Asset managers in and around Petaluma

#	Manager	People here	Assets
1	SONOMA BRANDS CAPITAL private equity · Sonoma $382.0m	about 5main office	$382.0m
2	HENNESSY ADVISORS INC mutual funds · Novato $4.3bn	about 4main office	$4.3bn
3	BPM WEALTH ADVISORS, LLC institutions · Santa Rosa $268.3m	3	$268.3m
4	FILLMORE CAPITAL PARTNERS, LLC real estate · Petaluma $247.1m	2	$247.1m
5	FLORIN PENSIONS LLC asset owner · Novato	2
6	FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Point Reyes Station Benefit Street Partners LLC · 29 related pages $509.5bn	1	$509.5bn
7	Chandler Asset Management, Inc. institutions · Novato $45.3bn	1	$45.3bn
8	BSP CLO MANAGEMENT LLC structured credit · Point Reyes Station $12.2bn	1	$12.2bn
9	Hilltop Holdings Inc. wealth, bank or insurer · Santa Rosa MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn	office	$2.5bn
10	Willow Creek Wealth Management Inc. Sebastopol $1.2bn	based here	$1.2bn
11	Fermata Advisors, LLC Sonoma $494.5m	based here	$494.5m
12	Traverso Chambers Private Wealth Management, LLC Santa Rosa $411.8m	based here	$411.8m
13	Burleson & Company, LLC Petaluma $399.9m	based here	$399.9m
14	Equius Partners, Inc. Novato $323.9m	based here	$323.9m
15	Sonoma Allocations LLC Santa Rosa $321.5m	based here	$321.5m
16	FAR WEST CAPITAL MANAGEMENT hedge funds · Nicasio	office

16 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.