Financial advisers in San Rafael, CA
24 registered investment adviser firms in San Rafael managing $193.7B in assets, based on public SEC Form ADV filings.
Global Retirement Partners LLC
San Rafael, CA · Est. 2014
- AUM
- $169.6B
- Per adviser
- $384M
- Advisers
- 442
No reported disclosures
Rpa Financial, LLC
San Rafael, CA · Est. 2018
- AUM
- $10.9B
- Per adviser
- $2.7B
- Advisers
- 4
No reported disclosures
Ohana Advisors
San Rafael, CA · Est. 2012
- AUM
- $2.8B
- Per adviser
- $556M
- Advisers
- 5
No reported disclosures
Fiduciary Financial Group, LLC
San Rafael, CA · Est. 2021
- AUM
- $1.1B
- Per adviser
- $112M
- Advisers
- 10
No reported disclosures
Jocelyn Investment Management, LLC
San Rafael, CA · Est. 2022
- AUM
- $1.0B
- Per adviser
- $507M
- Advisers
- 2
No reported disclosures
Hcm Wealth
San Rafael, CA · Est. 1995
- AUM
- $942M
- Per adviser
- $188M
- Advisers
- 5
Stonebridge Financial Group
San Rafael, CA · Est. 2026
- AUM
- $896M
- Per adviser
- $75M
- Advisers
- 12
No reported disclosures
Tran Capital Management, L.P.
San Rafael, CA · Est. 1974
- AUM
- $890M
- Per adviser
- $297M
- Advisers
- 3
No reported disclosures
Westhill Financial Advisors, INC.
San Rafael, CA · Est. 2010
- AUM
- $789M
- Per adviser
- $132M
- Advisers
- 6
No reported disclosures
Ridgecrest Wealth Partners, LLC
San Rafael, CA · Est. 2021
- AUM
- $705M
- Per adviser
- $353M
- Advisers
- 2
No reported disclosures
Meritas Wealth Management, LLC
San Rafael, CA · Est. 2008
- AUM
- $619M
- Per adviser
- $124M
- Advisers
- 5
No reported disclosures
Stewart Wealth Management, INC.
San Rafael, CA · Est. 2017
- AUM
- $582M
- Per adviser
- $194M
- Advisers
- 3
No reported disclosures
O'Donnell Financial Services, LLC
San Rafael, CA · Est. 2017
- AUM
- $427M
- Per adviser
- $107M
- Advisers
- 4
No reported disclosures
Capital Trust Advisors
San Rafael, CA · Est. 2021
- AUM
- $403M
- Per adviser
- $134M
- Advisers
- 3
No reported disclosures
Shira Ridge Wealth Management
San Rafael, CA · Est. 2018
- AUM
- $366M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Spectrum Financial Management
San Rafael, CA · Est. 2003
- AUM
- $278M
- Per adviser
- $139M
- Advisers
- 2
No reported disclosures
Madrone Investment Advisory, LLC
San Rafael, CA · Est. 2021
- AUM
- $254M
- Per adviser
- $254M
- Advisers
- 1
No reported disclosures
Hutchinson & Ziegler Financial Advisors, INC.
San Rafael, CA · Est. 2017
- AUM
- $235M
- Per adviser
- $118M
- Advisers
- 2
No reported disclosures
Lyle & Forsyth Investment Managers
San Rafael, CA · Est. 1982
- AUM
- $221M
- Per adviser
- $221M
- Advisers
- 1
No reported disclosures
The Putney Financial Group LLC
San Rafael, CA · Est. 2004
- AUM
- $205M
- Per adviser
- $51M
- Advisers
- 4
No reported disclosures
Redwood Grove Wealth Management
San Rafael, CA · Est. 2022
- AUM
- $151M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Wulff, Hansen & Co.
San Rafael, CA · Est. 2022
- AUM
- $145M
- Per adviser
- $48M
- Advisers
- 3
Awr Investment Management, LLC
San Rafael, CA · Est. 2024
- AUM
- $132M
- Per adviser
- $132M
- Advisers
- 1
No reported disclosures
Marin Wealth Advisors LLC
San Rafael, CA · Est. 2018
- AUM
- $69M
- Per adviser
- $35M
- Advisers
- 2
No reported disclosures