Top Financial Advisors in Larkspur, California
Finding the right financial advisor in Larkspur is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Larkspur, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Larkspur, CA.
Find the Best Financial Advisor Firms in Larkspur:
RAUB BROCK CAPITAL MANAGEMENT, LP
CRD#: 153994
Address: 700 Larkspur Landing Circle Suite 240, Larkspur, CA 94939
Clients: 378
Average Clients per Advisor: 94
AUM: $ 2.8B
TITUS WEALTH MANAGEMENT
CRD#: 136970
Address: 700 Larkspur Landing Circle Suite 109, Larkspur, CA 94939
Clients: 565
Average Clients per Advisor: 31
AUM: $ 574M
MERITAS WEALTH MANAGEMENT, LLC
CRD#: 148565
Address: 100 Larkspur Landing Circle Ste. 110, Larkspur, CA 94939
Clients: 150
Average Clients per Advisor: 25
AUM: $ 523M
MARIN FINANCIAL ADVISORS LLC
CRD#: 135872
Address: 80 East Sir Francis Drake Blvd Suite 1a, Larkspur, CA 94939
Clients: 68
Average Clients per Advisor: 34
AUM: $ 403M
SHIRA RIDGE WEALTH MANAGEMENT
CRD#: 117627
Address: 100 Larkspur Landing Circle #203, Larkspur, CA 94939
Clients: 124
Average Clients per Advisor: 62
AUM: $ 219M
PRIVATE CAPITAL MANAGEMENT, INC.
CRD#: 120634
Address: 100 Larkspur Landing Circle Suite 112, Larkspur, CA 94939
Clients: 7
Average Clients per Advisor: 3
AUM: $ 200M
How We Chose the Top Financial Advisors in Larkspur, California
To create this list of top financial advisor firms in Larkspur, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Larkspur has to offer.
Search Financial Advisors in Larkspur, California
Kimberly Sue Rosati
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
James P Sheffield
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mark James Morasky
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Barbara Elizabeth Bachelder
Registered Affiliation(s):WEALTH BY DESIGN, LLC
Valerie Garcia Houts
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Louis Laporte
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Edward With
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lawrence C Olin
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott Nicolas Horton
Registered Affiliation(s):J.P. KING ADVISORS, INC.
Daniel Timothy Jew
Registered Affiliation(s):EDWARD JONES
Kurt Douglas King
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Maher
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert D. Schulman
Registered Affiliation(s):EDWARD JONES
Audrey Ellen Grubman
Registered Affiliation(s):PARKSIDE ADVISORS LLC
Scott Thomas Esco
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Snyder Ball
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Reiko Evangelista
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Dean Enomoto
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Nihn S Huang
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Emilie Remmerde Goldman
Registered Affiliation(s):TAMARIND FINANCIAL PLANNING
Michelle Renee Alberda
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Catherine Rose Chen
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Stephen Michael Wynne
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Nirmal Rout
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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