Financial advisers in Mill Valley, CA
21 registered investment adviser firms in Mill Valley managing $21.7B in assets, based on public SEC Form ADV filings.
Aequim Alternative Investments LP
Mill Valley, CA · Est. 2018
- AUM
- $8.2B
- Per adviser
- $2.1B
- Advisers
- 4
No reported disclosures
Urban Investment Advisors
Mill Valley, CA · Est. 2015
- AUM
- $2.5B
- Per adviser
- $1.2B
- Advisers
- 2
No reported disclosures
Cai Manager LP
Mill Valley, CA · Est. 2020
- AUM
- $2.2B
- Per adviser
- $181M
- Advisers
- 12
No reported disclosures
Private Wealth Partners, LLC
Mill Valley, CA · Est. 2005
- AUM
- $1.9B
- Per adviser
- $320M
- Advisers
- 6
No reported disclosures
Sivia Capital Partners, LLC
Mill Valley, CA · Est. 2014
- AUM
- $1.2B
- Per adviser
- $619M
- Advisers
- 2
No reported disclosures
Violich Capital Management
Mill Valley, CA · Est. 1999
- AUM
- $1.0B
- Per adviser
- $1.0B
- Advisers
- 1
No reported disclosures
Relevant Wealth Advisors, LLC
Mill Valley, CA · Est. 1999
- AUM
- $799M
- Per adviser
- $266M
- Advisers
- 3
No reported disclosures
Grounded Capital, LLC
Mill Valley, CA · Est. 2022
- AUM
- $520M
- Per adviser
- $74M
- Advisers
- 7
No reported disclosures
Cypress Point Investment Management LP
Mill Valley, CA · Est. 2024
- AUM
- $512M
- Per adviser
- $128M
- Advisers
- 4
No reported disclosures
Gordian Wealth Advisors, LLC
Mill Valley, CA · Est. 2015
- AUM
- $489M
- Per adviser
- $98M
- Advisers
- 5
No reported disclosures
Groundforce Capital Management, LLC
Mill Valley, CA · Est. 2021
- AUM
- $439M
- Per adviser
- $73M
- Advisers
- 6
No reported disclosures
Bayhunt Capital LLC
Mill Valley, CA · Est. 2024
- AUM
- $362M
- Per adviser
- $362M
- Advisers
- 1
No reported disclosures
Assembly Wealth
Mill Valley, CA · Est. 2000
- AUM
- $337M
- Per adviser
- $84M
- Advisers
- 4
No reported disclosures
Litfund
Mill Valley, CA · Est. 2025
- AUM
- $290M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Miller Avenue Advisors LLC
Mill Valley, CA · Est. 2024
- AUM
- $281M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Aspirean Wealth, LLC
Mill Valley, CA · Est. 2021
- AUM
- $233M
- Per adviser
- $39M
- Advisers
- 6
No reported disclosures
Schmitz Capital Partners, LLC
Mill Valley, CA · Est. 1988
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Cambrian Asset Management, INC.
Mill Valley, CA · Est. 2022
- AUM
- $122M
- Per adviser
- $24M
- Advisers
- 5
No reported disclosures
Dipsea Capital, LLC
Mill Valley, CA · Est. 2023
- AUM
- $61M
- Per adviser
- $31M
- Advisers
- 2
No reported disclosures
Gordian Capital Management, LLC
Mill Valley, CA · Est. 2025
- AUM
- $28M
- Per adviser
- $6M
- Advisers
- 5
No reported disclosures
Boldin Advisors
Mill Valley, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 14
No reported disclosures