Top Financial Advisors in Larkspur, California
Finding the right financial advisor in Larkspur is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Larkspur, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Larkspur, CA.
Find the Best Financial Advisor Firms in Larkspur:
RAUB BROCK CAPITAL MANAGEMENT, LP
CRD#: 153994
Address: 700 Larkspur Landing Circle Suite 240, Larkspur, CA 94939
Clients: 35
Average Clients per Advisor: 5
AUM: $ 3.2B
MARIN FINANCIAL ADVISORS LLC
CRD#: 135872
Address: 80 East Sir Francis Drake Blvd Suite 1a, Larkspur, CA 94939
Clients: 58
Average Clients per Advisor: 58
AUM: $ 488M
FINANCIAL CONNECTIONS GROUP, INC.
CRD#: 108906
Address: 1100 Larkspur Landing Circle #355, Larkspur, CA 94939
Clients: 169
Average Clients per Advisor: 56
AUM: $ 481M
PORTICO WEALTH ADVISORS, LLC
CRD#: 151794
Address: 17 E. Sir Francis Drake Blvd. Suite 218, Larkspur, CA 94939
Clients: 43
Average Clients per Advisor: 21
AUM: $ 264M
TAMALPAIS ASSET MANAGEMENT
CRD#: 301017
Address: 900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939
AUM: $ 209M
BROADWING CAPITAL ADVISORS, INC.
CRD#: 127513
Address: 101 Larkspur Landing Circle Suite 221, Larkspur, CA 94939
Clients: 36
Average Clients per Advisor: 18
AUM: $ 126M
How We Chose the Top Financial Advisors in Larkspur, California
To create this list of top financial advisor firms in Larkspur, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Larkspur has to offer.
Search Financial Advisors in Larkspur, California
Aleea Madelyn Mcguire
Registered Affiliation(s):FSC SECURITIES CORPORATION
Michael Paul Rennels
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Maureen Maguire
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Richard Daniels Russell
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Myra Jane Natter
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
James Joseph Shea
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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