PRIVATE WEALTH PARTNERS, LLC
Mill Valley, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
415-461-3850
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, MILL VALLEY
14 advisers found
SIVIA CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(415) 231-7490
VIOLICH CAPITAL MANAGEMENT
Mill Valley, CA
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-217-4444
RELEVANT WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$799.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-925-4000
GORDIAN WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$488.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
833-467-3426
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
MILLER AVENUE ADVISORS LLC
Mill Valley, CA
AUM
$281.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-888-8472
ASPIREAN WEALTH, LLC
Mill Valley, CA
AUM
$233.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(844) 687-5342
SCHMITZ CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-381-9075
EMERITUS INVESTMENT MANAGEMENT, INC.
Mill Valley, CA
AUM
$60.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
415-388-3830
AUSTIN CREEK CAPITAL, LLC
Mill Valley, CA
AUM
$7.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-322-9314
BOLDIN ADVISORS
Mill Valley, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Hourly charges; Fixed fees
415-462-5665
DAVENPORT CAPITAL MANAGEMENT, LLC
Mill Valley, CA
AUM
$145.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-300-6466
Full profileNo website
RISING CAPITAL INC.
Mill Valley, CA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
415-843-1183
Full profileNo website