How many financial advisors are in Greenbrae, California?

Falists lists 6 registered investment advisers with a principal office or filing address in Greenbrae, California, based on public SEC IAPD data.

How do financial advisors in Greenbrae charge fees?

Fee structures vary by firm. In Greenbrae, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Greenbrae?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 6 advisers

Financial Advisors in Greenbrae, California

Looking for a financial advisor in Greenbrae, California? Falists indexes 6 SEC-registered and state-registered investment advisers in Greenbrae — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $6.02B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$6.02B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning2 Trusts4 Retirement1 Institutional4

Top advisors in Greenbrae

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

KCM INVESTMENT ADVISORS

Greenbrae, CA

AUM

$6.02B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

51-100

Fees

Percentage of AUM

415-461-7788

Full profile Visit site →

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

Greenbrae, CA

AUM

$3.28B

Wealth Mgmt

Team

6 advisors

Clients

—

Fees

Percentage of AUM; PERFORMANCE-BASED ALLOCATION

(415) 464-4648

Full profile Visit site →

FAIRVIEW CAPITAL

Greenbrae, CA

AUM

$2.03B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

8 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

415-464-4640

Full profile Visit site →

SPYGLASS CAPITAL MANAGEMENT, LLC

Greenbrae, CA

AUM

$2.02B

Wealth MgmtTrusts & EstatesInstitutional

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

415-318-2366

Full profile Visit site →

SLOW CAPITAL, INC.

Greenbrae, CA

AUM

$953.3M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

415-727-7569

Full profile Visit site →

EDITION VENTURES LLC

Greenbrae, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

415-694-8188

Full profileNo website

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Common questions

How many financial advisors are in Greenbrae, California?: 6 registered investment advisers are listed in our Greenbrae directory, sourced from public SEC filings.
What types of advisors are in Greenbrae?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Greenbrae?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.