Investment advisers in San Rafael, CA

24 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

Firm	Assets	Employees	Disclosures
Global Retirement Partners LLC	$169.58 billion	464	0
Rpa Financial, LLC	$10.88 billion	12	0
Ohana Advisors	$2.78 billion	13	0
Fiduciary Financial Group, LLC	$1.12 billion	9	0
Jocelyn Investment Management, LLC	$1.01 billion	2	0
Hcm Wealth	$941.7 million	7	1
Stonebridge Financial Group	$896.0 million	21	0
Tran Capital Management, L.P.	$890.3 million	7	0
Westhill Financial Advisors, Inc.	$789.4 million	11	0
Ridgecrest Wealth Partners, LLC	$705.1 million	3	0
Meritas Wealth Management, LLC	$618.9 million	12	0
Stewart Wealth Management, Inc.	$581.5 million	4	0
O'donnell Financial Services, LLC	$427.1 million	12	0
Capital Trust Advisors	$402.6 million	4	0
Shira Ridge Wealth Management	$366.4 million	6	0
Spectrum Financial Management	$278.1 million	4	0
Madrone Investment Advisory, LLC	$254.3 million	1	0
Hutchinson & Ziegler Financial Advisors, Inc.	$235.4 million	2	0
Lyle & Forsyth Investment Managers	$221.2 million	2	0
The Putney Financial Group LLC	$205.4 million	8	4
Redwood Grove Wealth Management	$151.3 million	3	0
Wulff, Hansen & Co.	$144.8 million	9	4
Awr Investment Management, LLC	$131.6 million	2	0
Marin Wealth Advisors LLC	$76.1 million	5	0