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Top 10 financial advisors in Mill Valley, CA

Top 10 financial advisors in Mill Valley, CA

We’ve curated a list of the best financial advisors in Mill Valley, take a look at it below

Find an advisor in Mill Valley
# Financial advisor Assets under management Number of advisors
1 $5,133,253,088 8 advisors
2 $1,321,316,596 10 advisors
3 $1,176,301,130 9 advisors
4 $780,957,913 13 advisors
5 $537,583,291 4 advisors
6 $270,852,482 5 advisors
7 $188,888,253 8 advisors
8 $184,623,514 3 advisors
9 $132,014,335 6 advisors
10 $119,869,602 5 advisors

How we came up with this list

To generate our top financial advisors list in Mill Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mill Valley. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • Aequim Alternative Investments Lp

    Aequim Alternative Investments Lp is a financial advisory firm based in Mill Valley, California. It currently has approximately $5,133,253,088 of assets under management and employs about 8 people. Aequim Alternative Investments Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $5,133,253,088

    Headcount

    8 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-112992

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    2 Belvedere Place,
    Suite 250,
    Mill Valley,
    California,
    94941

  • Private Wealth Partners, LLC

    Private Wealth Partners, LLC is a financial advisory firm based in Mill Valley, California. It currently has approximately $1,321,316,596 of assets under management and employs about 10 people. Private Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

    Assets under management

    $1,321,316,596

    Headcount

    10 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    SEC number

    801-63808

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Publication Of Periodicals Or Newsletters

    See full profile

    Meet the advisor

    591 Redwood Highway,
    Suite 3210,
    Mill Valley,
    California,
    94941

  • Cai Manager Lp

    Cai Manager Lp is a financial advisory firm based in Mill Valley, California. It currently has approximately $1,176,301,130 of assets under management and employs about 9 people. Cai Manager Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $1,176,301,130

    Headcount

    9 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-119761

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    39 Forrest Street,
    Suite 201,
    Mill Valley,
    California,
    94941

  • Waypoint Wealth Partners

    Waypoint Wealth Partners is a financial advisory firm based in Mill Valley, California. It currently has approximately $780,957,913 of assets under management and employs about 13 people. Waypoint Wealth Partners uses a fee structure of a percentage of assets under your management and fixed fees.

    Assets under management

    $780,957,913

    Headcount

    13 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SEC number

    801-69262

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    1 Belvedere Place,
    Suite 200,
    Mill Valley,
    California,
    94941

  • Relevant Wealth Advisors, LLC

    Relevant Wealth Advisors, LLC is a financial advisory firm based in Mill Valley, California. It currently has approximately $537,583,291 of assets under management and employs about 4 people. Relevant Wealth Advisors, LLC uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $537,583,291

    Headcount

    4 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-56354

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    2 Belvedere Place,
    Ste 350,
    Mill Valley,
    California,
    94941

  • Gordian Wealth Advisors, LLC

    Gordian Wealth Advisors, LLC is a financial advisory firm based in Mill Valley, California. It currently has approximately $270,852,482 of assets under management and employs about 5 people. Gordian Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees, commissions and performance-based fees.

    Assets under management

    $270,852,482

    Headcount

    5 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Commissions

    Performance-based fees

    SEC number

    801-106836

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    100 B Shoreline Hwy,
    Suite 302,
    Mill Valley,
    California,
    94941

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    Cambrian Asset Management, Inc.

    Cambrian Asset Management, Inc. is a financial advisory firm based in Mill Valley, California. It currently has approximately $188,888,253 of assets under management and employs about 8 people. Cambrian Asset Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $188,888,253

    Headcount

    8 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-124871

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    265 Miller Avenue,
    Suite 200,
    Mill Valley,
    California,
    94941

  • Norwood Investment Partners, Lp

    Norwood Investment Partners, Lp is a financial advisory firm based in Mill Valley, California. It currently has approximately $184,623,514 of assets under management and employs about 3 people. Norwood Investment Partners, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $184,623,514

    Headcount

    3 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-128441

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    157 Throckmorton Avenue,
    Suite B,
    Mill Valley,
    California,
    94941

  • Lumina Financial Consultants, LLC

    Lumina Financial Consultants, LLC is a financial advisory firm based in Mill Valley, California. It currently has approximately $132,014,335 of assets under management and employs about 6 people. Lumina Financial Consultants, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and subscription fee for web-based services.

    Assets under management

    $132,014,335

    Headcount

    6 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SUBSCRIPTION FEE FOR WEB-BASED SERVICES

    SEC number

    801-120910

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Educational Seminars/workshops

    See full profile

    Meet the advisor

    100 Shoreline Highway,
    Suite 100b,
    Mill Valley,
    California,
    94941

  • Not sure which one to choose?
    Use our smart matching tool

    Nollenberger Mccullough Investment Advisors LLC

    Nollenberger Mccullough Investment Advisors LLC is a financial advisory firm based in Mill Valley, California. It currently has approximately $119,869,602 of assets under management and employs about 5 people. Nollenberger Mccullough Investment Advisors LLC uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $119,869,602

    Headcount

    5 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-120348

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    100 Shoreline Highway,
    Building B, Suite 380,
    Mill Valley,
    California,
    94941

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.
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