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Find The Best Financial Advisors in Larkspur, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Larkspur, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Larkspur, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 21 non-vetted financial advisors in Larkspur, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Larkspur, California have an average of 28 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Larkspur, California
415-785-4540
Top Financial Advisor Firms in Larkspur, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| TSG CONSUMER PARTNERS LP 1100 Larkspur Landing Circle, Suite 360 Larkspur, CA, 94939 | 160826 | $16,275,104,871 | 21 | A percentage of AUM, Other (CARRIED INTEREST) |
| SEAFARER CAPITAL PARTNERS, LLC 60 E. Sir Francis Drake Blvd., Suite 200a Larkspur, CA, 94939 | 158671 | $3,533,340,127 | 2 | A percentage of AUM |
| FORESITE CAPITAL 900 Larkspur Landing Circle, Suite 150 Larkspur, CA, 94939 | 162823 | $3,456,500,661 | 10 | A percentage of AUM, Performance Based |
| RAUB BROCK CAPITAL MANAGEMENT, LP 700 Larkspur Landing Circle, Suite 240 Larkspur, CA, 94939 | 153994 | $3,224,358,789 | 7179 | A percentage of AUM, Hourly charges, Fixed fees |
| JACKSON SQUARE PARTNERS, LLC 700 Larkspur Landing Circle, Suite 210 Larkspur, CA, 94939 | 170064 | $3,109,972,630 | 25 | A percentage of AUM, Performance Based |
| URBAN INVESTMENT ADVISORS 700 Larkspur Landing Circle, Suite 199 Larkspur, CA, 94939 | 222524 | $2,557,404,871 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| BONDBLOXX 700 Larkspur Landing Circle, Suite 250 Larkspur, CA, 94939 | 317318 | $2,512,717,056 | 20 | A percentage of AUM |
| LITMAN GREGORY WEALTH MANAGEMENT, LLC 1100 Larkspur Landing Circle, Suite 300 Larkspur, CA, 94939 | 107611 | $2,411,865,613 | 1890 | A percentage of AUM, Fixed fees |
| TENSILE CAPITAL MANAGEMENT LP 700 Larkspur Landing Circle, Suite 255 Larkspur, CA, 94939 | 164161 | $1,908,965,335 | 6 | A percentage of AUM, Performance Based |
| AMERICAN PACIFIC GROUP 80 E Sir Francis Drake Boulevard, Suite 2m Larkspur, CA, 94939 | 306218 | $1,450,700,205 | 4 | A percentage of AUM, Performance Based |
| FORT BAKER CAPITAL MANAGEMENT LP 700 Larkspur Landing Circle, Suite 275 Larkspur, CA, 94939 | 282926 | $1,244,017,044 | 8 | A percentage of AUM, Performance Based |
| MERITAS WEALTH MANAGEMENT, LLC 100 Larkspur Landing Circle, Ste. 110 Larkspur, CA, 94939 | 148565 | $483,839,170 | 902 | A percentage of AUM, Hourly charges, Fixed fees |
| FINANCIAL CONNECTIONS GROUP, INC. 1100 Larkspur Landing Circle, #355 Larkspur, CA, 94939 | 108906 | $480,770,894 | 986 | A percentage of AUM, Hourly charges, Fixed fees |
| MARIN FINANCIAL ADVISORS LLC 80 East Sir Francis Drake Blvd, Suite 1a Larkspur, CA, 94939 | 135872 | $448,446,910 | 495 | A percentage of AUM, Hourly charges, Fixed fees |
| PORTICO WEALTH ADVISORS, LLC 17 E. Sir Francis Drake Blvd., Suite 218 Larkspur, CA, 94939 | 151794 | $232,348,843 | 296 | A percentage of AUM |
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