Falists

California · 41 advisers

Financial Advisors in San Rafael, California

Looking for a financial advisor in San Rafael, California? Falists indexes 41 SEC-registered and state-registered investment advisers in San Rafael — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 38 firms list a website you can visit directly. Firms in this directory manage up to $169.58B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

41

With website

38

Largest AUM

$169.58B

Financial planning

26

Filter by specialty

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

AllWealth31Planning26Trusts30Retirement14Institutional15

Top advisors in San Rafael

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

View all 41 →

HCM WEALTH

San Rafael, CA

AUM

$941.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

415-464-5650

Full profileVisit site →
View all 41 advisors in San Rafael

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