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.
41 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
SPITFIRE CAPITAL LLC
San Rafael, CA
AUM
$87.0M
Institutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-878-1908
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
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