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
Margarita Roces Finones
Registered Affiliation(s):EDWARD JONES
Kimberly Eileen Meek
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Christian William Thwaites
Registered Affiliation(s):CERITY PARTNERS LLC
Courtney Elizabeth Horn
Registered Affiliation(s):NORTHROCK PARTNERS, LLC
Jeffrey Wallace Wold
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
George Wingfield Kline
Registered Affiliation(s):MORGAN STANLEY
Shannon Summer Calhoun
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Timothy J Stevko
Registered Affiliation(s):EDWARD JONES
Karimah M Karah
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott Michael Pollak
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kelly Ann Cunningham
Registered Affiliation(s):EDWARD JONES
Bugra Bakan
Registered Affiliation(s):OCCIDENTAL ASSET MANAGEMENT, LLC
David A Minor
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Cameron Marc Kossen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary Michael Cruff
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Cynthia Wallace Duncan
Registered Affiliation(s):SUMMITRY, LLC
Minnie Yao Sanford
Registered Affiliation(s):CERITY PARTNERS LLC
Brandon Martinez-larragoiti
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Michael Goldstein
Registered Affiliation(s):GOLDSTEIN MUNGER + ASSOCIATES
Philip Willem Jonckheer
Registered Affiliation(s):EQUIUS PARTNERS, INC.
Catherine Morrison Evans
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Adrienne Iglehart
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Debi C Chen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Scott Michael Buoy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
