Financial advisers in Novato, CA
5 registered investment adviser firms in Novato managing $5.3B in assets, based on public SEC Form ADV filings.
Hennessy Advisors, INC.
Novato, CA · Est. 1990
Regional
- AUM
- $4.3B
- Per adviser
- $532M
- Advisers
- 8
No reported disclosures
Ketron Financial LLC
Novato, CA · Est. 2024
Local
- AUM
- $384M
- Per adviser
- $128M
- Advisers
- 3
No reported disclosures
Alpha Wealth Management And Planning LLC
Novato, CA · Est. 2016
Regional
- AUM
- $320M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Mcm Wealth
Novato, CA · Est. 2021
Regional
- AUM
- $171M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Sonoma Private Wealth LLC
Novato, CA · Est. 2022
Regional
- AUM
- $158M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures