Top Financial Advisors in San Rafael, California
Finding the right financial advisor in San Rafael 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 San Rafael, 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 San Rafael, CA.
Find the Best Financial Advisor Firms in San Rafael:
GLOBAL RETIREMENT PARTNERS LLC
CRD#: 172011
Address: 4340 Redwood Highway Suite B-60, San Rafael, CA 94903
Clients: 9,315
Average Clients per Advisor: 21
AUM: $ 143.4B
OHANA ADVISORS
CRD#: 158515
Address: 101 Lucas Valley Suite 202, San Rafael, CA 94903
AUM: $ 2.6B
HUTCHINSON CAPITAL MANAGEMENT
CRD#: 106158
Address: 1101 Fifth Avenue Suite 160, San Rafael, CA 94901
Clients: 109
Average Clients per Advisor: 36
AUM: $ 883M
FIDUCIARY FINANCIAL GROUP, LLC
CRD#: 285681
Address: 1101 Fifth Avenue Suite 305, San Rafael, CA 94901
Clients: 163
Average Clients per Advisor: 18
AUM: $ 698M
WESTHILL FINANCIAL ADVISORS, INC.
CRD#: 152506
Address: 999 Fifth Ave., Suite 300, San Rafael, CA 94901
Clients: 218
Average Clients per Advisor: 31
AUM: $ 684M
RIDGECREST WEALTH PARTNERS, LLC
CRD#: 311984
Address: 851 Irwin St #225c, San Rafael, CA 94901
Clients: 187
Average Clients per Advisor: 93
AUM: $ 620M
How We Chose the Top Financial Advisors in San Rafael, California
To create this list of top financial advisor firms in San Rafael, 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 San Rafael has to offer.
Search Financial Advisors in San Rafael, California
Michael Richard Oster
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rufus Theodore Williams
Registered Affiliation(s):SOLANO WEALTH MANAGEMENT, INC.
Steven Michael Wilcox
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Jonathan Anongos Lucas
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Clayton Bowen
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Geoffrey Steven Dettlinger Jr.
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
