GLOBAL RETIREMENT PARTNERS LLC
San Rafael, CA
AUM
$169.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
442 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-526-2753
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, SAN RAFAEL
31 advisers found
OHANA ADVISORS
San Rafael, CA
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-226-4100
FIDUCIARY FINANCIAL GROUP, LLC
San Rafael, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
415-352-1100
JOCELYN INVESTMENT MANAGEMENT, LLC
San Rafael, CA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
415-256-1795
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
STONEBRIDGE FINANCIAL GROUP
San Rafael, CA
AUM
$896.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
4154614961
TRAN CAPITAL MANAGEMENT, L.P.
San Rafael, CA
AUM
$890.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-461-3800
WESTHILL FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$789.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-456-2292
RIDGECREST WEALTH PARTNERS, LLC
San Rafael, CA
AUM
$705.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-227-2881
MERITAS WEALTH MANAGEMENT, LLC
San Rafael, CA
AUM
$618.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-300-4560
STEWART WEALTH MANAGEMENT, INC.
San Rafael, CA
AUM
$581.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-499-1544
O'DONNELL FINANCIAL SERVICES, LLC
San Rafael, CA
AUM
$427.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
8664962300
CAPITAL TRUST ADVISORS
San Rafael, CA
AUM
$402.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(415) 399-9100
SHIRA RIDGE WEALTH MANAGEMENT
San Rafael, CA
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
415-721-0275
SPECTRUM FINANCIAL MANAGEMENT
San Rafael, CA
AUM
$278.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-472-7300
MADRONE INVESTMENT ADVISORY, LLC
San Rafael, CA
AUM
$254.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Fixed fees
415-785-4585
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-259-3933
THE PUTNEY FINANCIAL GROUP LLC
San Rafael, CA
AUM
$205.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-460-1990
REDWOOD GROVE WEALTH MANAGEMENT
San Rafael, CA
AUM
$151.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-737-5003
WULFF, HANSEN & CO.
San Rafael, CA
AUM
$144.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-421-8900
AWR INVESTMENT MANAGEMENT, LLC
San Rafael, CA
AUM
$131.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(415) 457-9415
MCCLURG CAPITAL CORPORATION
San Rafael, CA
AUM
$92.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-472-1445
LAVA CREEK CAPITAL MANAGEMENT, LLC
San Rafael, CA
AUM
$75.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
415-906-4455
MARIN WEALTH ADVISORS LLC
San Rafael, CA
AUM
$69.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-458-5880
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