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!
We understand your financial needs are not always the same! Choosing the right financial advisor in Mill Valley is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Mill Valley & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Mill Valley, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Mill Valley, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mill Valley, California have an average of 27 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
AEQUIM ALTERNATIVE INVESTMENTS LP 2 Belvedere Place, Suite 250 Mill Valley, CA, 94941 | 293127 | $5,133,253,088 | 4 | A Percentage of AUM, Performance Based |
PRIVATE WEALTH PARTNERS, LLC 591 Redwood Highway, Suite 3210 Mill Valley, CA, 94941 | 133802 | $1,334,025,299 | 541 | A Percentage of AUM, Fixed Fees, Performance Based |
CAI MANAGER LP 39 Forrest Street, Suite 201 Mill Valley, CA, 94941 | 310205 | $1,176,301,130 | 7 | A Percentage of AUM, Performance Based |
WAYPOINT WEALTH PARTNERS 1 Belvedere Place, Suite 200 Mill Valley, CA, 94941 | 131155 | $780,957,913 | 794 | A Percentage of AUM, Fixed Fees |
RELEVANT WEALTH ADVISORS, LLC 2 Belvedere Place, Ste 350 Mill Valley, CA, 94941 | 1489 | $560,227,464 | 85 | A Percentage of AUM |
GROUNDFORCE CAPITAL MANAGEMENT, LLC 38 Miller Ave Suite 20, Mill Valley, CA, 94941 | 299383 | $544,066,855 | 6 | A Percentage of AUM, Performance Based |
RIDGECREST WEALTH PARTNERS, LLC 516 Summit Ave, Mill Valley, CA, 94941 | 311984 | $487,101,864 | 591 | A Percentage of AUM, Fixed Fees |
SIVIA CAPITAL PARTNERS, LLC 495 Miller Avenue, Suite 206 Mill Valley, CA, 94941 | 170413 | $366,142,121 | 260 | A Percentage of AUM |
WRAPMANAGER INC 319 Miller Avenue, Mill Valley, CA, 94941 | 108834 | $340,089,007 | 712 | A Percentage of AUM, Hourly charges, Fixed Fees |
GORDIAN WEALTH ADVISORS, LLC 100 B Shoreline Hwy, Suite 302 Mill Valley, CA, 94941 | 281775 | $270,852,482 | 314 | A Percentage of AUM, Fixed Fees, Commission Based, Performance Based |
CAMBRIAN ASSET MANAGEMENT, INC. 265 Miller Avenue, Suite 200 Mill Valley, CA, 94941 | 291953 | $188,888,253 | 3 | A Percentage of AUM, Performance Based |
NORWOOD INVESTMENT PARTNERS, LP 157 Throckmorton Avenue, Suite B Mill Valley, CA, 94941 | 156280 | $184,623,514 | 2 | A Percentage of AUM, Performance Based |
ASPIREAN WEALTH, LLC 6 Knoll Lane, Suite B Mill Valley, CA, 94941 | 173138 | $144,984,283 | 471 | A Percentage of AUM, Hourly charges, Fixed Fees |
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC 100 Shoreline Highway, Building B, Suite 380 Mill Valley, CA, 94941 | 165451 | $119,869,602 | 84 | A Percentage of AUM |
SCHMITZ CAPITAL PARTNERS, LLC 655 Redwood Hwy, Ste 109 Mill Valley, CA, 94941 | 105702 | $106,129,683 | 250 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
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