Top 10 financial advisors in San Rafael, CA

Top 10 financial advisors in San Rafael, CA

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

Find an advisor in San Rafael
# Financial advisor Assets under management Number of advisors
1 $25,668,021,154 453 advisors
2 $3,971,977,790 13 advisors
3 $2,439,643,544 44 advisors
4 $1,182,572,613 10 advisors
5 $822,181,062 8 advisors
6 $814,065,633 7 advisors
7 $542,197,536 7 advisors
8 $325,058,349 7 advisors
9 $285,106,481 3 advisors
10 $237,756,873 6 advisors

How we came up with this list

To generate our top financial advisors list in San Rafael, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Rafael. 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.

  • Global Retirement Partners LLC

    Global Retirement Partners LLC is a financial advisory firm based in San Rafael, California. It currently has approximately $25,668,021,154 of assets under management and employs about 453 people. Global Retirement Partners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $25,668,021,154

    Headcount

    453 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-80074

    Services offered

    Financial Planning Services

    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)

    Pension Consulting Services

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    4340 Redwood Highway,
    Suite B-60,
    San Rafael,
    California,
    94903

  • Rpa Financial, LLC

    Rpa Financial, LLC is a financial advisory firm based in San Rafael, California. It currently has approximately $3,971,977,790 of assets under management and employs about 13 people. Rpa Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $3,971,977,790

    Headcount

    13 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-113540

    Services offered

    Financial Planning Services

    Pension Consulting Services

    See full profile

    Meet the advisor

    4340 Redwood Highway,
    Suite B60,
    San Rafael,
    California,
    94903

  • Wealthspire Advisors

    Wealthspire Advisors is a financial advisory firm based in San Rafael, California. It currently has approximately $2,439,643,544 of assets under management and employs about 44 people. Wealthspire Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $2,439,643,544

    Headcount

    44 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-20857

    Services offered

    Financial Planning Services

    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)

    Pension Consulting Services

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    100 Smith Ranch Rd.,
    Suite 300,
    San Rafael,
    California,
    94903

  • Ohana Advisors

    Ohana Advisors is a financial advisory firm based in San Rafael, California. It currently has approximately $1,182,572,613 of assets under management and employs about 10 people. Ohana Advisors uses a fee structure of a percentage of assets under your management and fixed fees.

    Assets under management

    $1,182,572,613

    Headcount

    10 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SEC number

    801-75431

    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

    101 Lucas Valley,
    Suite 202,
    San Rafael,
    California,
    94903

  • Tran Capital Management, L.p.

    Tran Capital Management, L.p. is a financial advisory firm based in San Rafael, California. It currently has approximately $822,181,062 of assets under management and employs about 8 people. Tran Capital Management, L.p. uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $822,181,062

    Headcount

    8 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-9747

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    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

    1000 4th St,
    Suite 800,
    San Rafael,
    California,
    94901

  • Hutchinson Capital Management

    Hutchinson Capital Management is a financial advisory firm based in San Rafael, California. It currently has approximately $814,065,633 of assets under management and employs about 7 people. Hutchinson Capital Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $814,065,633

    Headcount

    7 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-48519

    Services offered

    Financial Planning Services

    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

    1101 Fifth Avenue,
    Suite 160,
    San Rafael,
    California,
    94901

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    Fiduciary Financial Group, LLC

    Fiduciary Financial Group, LLC is a financial advisory firm based in San Rafael, California. It currently has approximately $542,197,536 of assets under management and employs about 7 people. Fiduciary Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $542,197,536

    Headcount

    7 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-121655

    Services offered

    Financial Planning Services

    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)

    Pension Consulting Services

    See full profile

    Meet the advisor

    1101 Fifth Avenue,
    Suite 305,
    San Rafael,
    California,
    94901

  • Liquid Capital Management LLC

    Liquid Capital Management LLC is a financial advisory firm based in San Rafael, California. It currently has approximately $325,058,349 of assets under management and employs about 7 people. Liquid Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $325,058,349

    Headcount

    7 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-119163

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    1010 B Street,
    Suite 430,
    San Rafael,
    California,
    94901

  • Stewart Wealth Management, Inc.

    Stewart Wealth Management, Inc. is a financial advisory firm based in San Rafael, California. It currently has approximately $285,106,481 of assets under management and employs about 3 people. Stewart Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $285,106,481

    Headcount

    3 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-110534

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Private Placement Consulting

    See full profile

    Meet the advisor

    1050 Northgate Drive,
    Suite 333,
    San Rafael,
    California,
    94903

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    Use our smart matching tool

    O'donnell Financial Services, LLC

    O'donnell Financial Services, LLC is a financial advisory firm based in San Rafael, California. It currently has approximately $237,756,873 of assets under management and employs about 6 people. O'donnell Financial Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $237,756,873

    Headcount

    6 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-110717

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    See full profile

    Meet the advisor

    1101 Fifth Ave.,
    Suite 150,
    San Rafael,
    California,
    94901

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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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