Falists

California · 28 advisers

Financial Advisors in Sausalito, California

Looking for a financial advisor in Sausalito, California? Falists indexes 28 SEC-registered and state-registered investment advisers in Sausalito — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $152.13B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

28

With website

19

Largest AUM

$152.13B

Financial planning

5

Filter by specialty

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

AllWealth13Planning5Trusts10Retirement3Institutional6

Top advisors in Sausalito

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

View all 28 →
View all 28 advisors in Sausalito

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