Falists

California · 9 advisers

Financial Advisors in Novato, California

Looking for a financial advisor in Novato, California? Falists indexes 9 SEC-registered and state-registered investment advisers in Novato — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $4.25B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

8

Largest AUM

$4.25B

Financial planning

7

Filter by specialty

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

AllWealth7Planning7Trusts6Retirement3Institutional5

Top advisors in Novato

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

View all 9 →

MCM WEALTH

Novato, CA

AUM

$170.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

844-626-4949

Full profileVisit site →

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 Novato, California?
9 registered investment advisers are listed in our Novato directory, sourced from public SEC filings.
What types of advisors are in Novato?
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 Novato?
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.