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Find The Best Financial Advisors in San Rafael, 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 San Rafael, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in San Rafael, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 22 non-vetted financial advisors in San Rafael, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Rafael, 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 San Rafael, California
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Top Financial Advisor Firms in San Rafael, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC 4340 Redwood Highway, Suite B-60 San Rafael, CA, 94903 | 172011 | $140,720,840,748 | 28908 | A percentage of AUM, Hourly charges, Fixed fees |
| RPA FINANCIAL, LLC 4340 Redwood Highway, Suite B60 San Rafael, CA, 94903 | 294105 | $5,251,417,811 | 115 | A percentage of AUM, Hourly charges, Fixed fees |
| OHANA ADVISORS 101 Lucas Valley, Suite 202 San Rafael, CA, 94903 | 158515 | $2,129,244,734 | 17 | A percentage of AUM, Fixed fees |
| TRAN CAPITAL MANAGEMENT, L.P. 1000 4th St, Suite 800 San Rafael, CA, 94901 | 107049 | $944,502,018 | 337 | A percentage of AUM |
| JOCELYN INVESTMENT MANAGEMENT, LLC 100 Smith Ranch Road, Suite 329 San Rafael, CA, 94903 | 323831 | $919,687,066 | 272 | A percentage of AUM, Hourly charges, Fixed fees |
| HUTCHINSON CAPITAL MANAGEMENT 1101 Fifth Avenue, Suite 160 San Rafael, CA, 94901 | 106158 | $883,341,656 | 744 | A percentage of AUM, Hourly charges, Fixed fees |
| FIDUCIARY FINANCIAL GROUP, LLC 1101 Fifth Avenue, Suite 305 San Rafael, CA, 94901 | 285681 | $692,872,214 | 1189 | A percentage of AUM, Hourly charges, Fixed fees |
| RIDGECREST WEALTH PARTNERS, LLC 851 Irwin St, #225c San Rafael, CA, 94901 | 311984 | $619,601,760 | 688 | A percentage of AUM, Fixed fees |
| WESTHILL FINANCIAL ADVISORS, INC. 999 Fifth Ave., Suite 300, San Rafael, CA, 94901 | 152506 | $588,764,517 | 1165 | A percentage of AUM, Hourly charges, Fixed fees |
| STEWART WEALTH MANAGEMENT, INC. 1050 Northgate Drive, Suite 333 San Rafael, CA, 94903 | 143425 | $438,089,550 | 1489 | A percentage of AUM, Hourly charges, Fixed fees |
| CAPITAL TRUST ADVISORS 1210 5th Avenue, #275, San Rafael, CA, 94901 | 134174 | $330,041,010 | 473 | A percentage of AUM |
| SHIRA RIDGE WEALTH MANAGEMENT 999 Fifth Avenue, Suite 590 San Rafael, CA, 94901 | 117627 | $323,442,194 | 829 | A percentage of AUM |
| O'DONNELL FINANCIAL SERVICES, LLC 1101 Fifth Ave., Suite 150 San Rafael, CA, 94901 | 172520 | $322,715,157 | 889 | A percentage of AUM, Hourly charges, Fixed fees |
| SPECTRUM FINANCIAL MANAGEMENT 899 Northgate Drive, Suite 305 San Rafael, CA, 94903 | 127746 | $227,925,992 | 143 | A percentage of AUM, Fixed fees |
| LYLE & FORSYTH INVESTMENT MANAGERS 165 North Redwood Drive, Suite 208 San Rafael, CA, 94903-1974 | 10603 | $203,489,691 | 145 | A percentage of AUM |
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