Falists

California · 40 advisers

Financial Advisors in Mill Valley, California

Looking for a financial advisor in Mill Valley, California? Falists indexes 40 SEC-registered and state-registered investment advisers in Mill Valley — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 35 firms list a website you can visit directly. Firms in this directory manage up to $8.25B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

40

With website

35

Largest AUM

$8.25B

Financial planning

11

Filter by specialty

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

AllWealth24Planning11Trusts14Retirement4Institutional8

Top advisors in Mill Valley

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

View all 40 →

ASSEMBLY WEALTH

Mill Valley, CA

AUM

$336.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

415-541-7774

Full profileVisit site →
View all 40 advisors in Mill Valley

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Mill Valley, California?
40 registered investment advisers are listed in our Mill Valley directory, sourced from public SEC filings.
What types of advisors are in Mill Valley?
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 Mill Valley?
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.