Top Financial Advisors in Mill Valley, California
Finding the right financial advisor in Mill Valley 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 Mill Valley, 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 Mill Valley, CA.
Find the Best Financial Advisor Firms in Mill Valley:
PRIVATE WEALTH PARTNERS, LLC
CRD#: 133802
Address: 591 Redwood Highway Suite 3210, Mill Valley, CA 94941
Clients: 67
Average Clients per Advisor: 11
AUM: $ 1.3B
WAYPOINT WEALTH PARTNERS
CRD#: 131155
Address: 1 Belvedere Place Suite 200, Mill Valley, CA 94941
Clients: 43
Average Clients per Advisor: 7
AUM: $ 781M
RIDGECREST WEALTH PARTNERS, LLC
CRD#: 311984
Address: 516 Summit Ave, Mill Valley, CA 94941
Clients: 133
Average Clients per Advisor: 66
AUM: $ 487M
SIVIA CAPITAL PARTNERS, LLC
CRD#: 170413
Address: 495 Miller Avenue Suite 206, Mill Valley, CA 94941
Clients: 3
Average Clients per Advisor: 1
AUM: $ 366M
WRAPMANAGER INC
CRD#: 108834
Address: 319 Miller Avenue, Mill Valley, CA 94941
Clients: 249
Average Clients per Advisor: 83
AUM: $ 340M
RATIONAL INVESTMENT MANAGEMENT, LLC
CRD#: 163057
Address: Mill Valley, CA
Clients: 9
Average Clients per Advisor: 4
AUM: $ 293M
How We Chose the Top Financial Advisors in Mill Valley, California
To create this list of top financial advisor firms in Mill Valley, 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 Mill Valley has to offer.
Search Financial Advisors in Mill Valley, California
Jing Xu Lee
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Helen S Demetriou
Registered Affiliation(s):MIT ASSOCIATES, LLC
Adam Scott Bristol
Registered Affiliation(s):AQUILO CAPITAL MANAGEMENT, LLC
Ezra Jedidiah Roizen
Registered Affiliation(s):RUTBERG & COMPANY, LLC
James Buckner Stovell II
Registered Affiliation(s):STOVELL AI SYSTEMS
Ranjini Chandirakanthan
Registered Affiliation(s):ATLAS TECHNOLOGY GROUP LLC
Bo Leilei Shan
Registered Affiliation(s):GOBI CAPITAL LLC
Victoria Collier
Registered Affiliation(s):DEUTSCHE BANK SECURITIES INC.
Amy Brunski Clack
Registered Affiliation(s):CREDIT SUISSE SECURITIES (USA) LLC
Jeremy M Pond
Registered Affiliation(s):BRIGHTON JONES LLC
William Rea Brandreth
Registered Affiliation(s):A.G.P. / ALLIANCE GLOBAL PARTNERS
Brad Sills
Registered Affiliation(s):BOFA SECURITIES, INC.
Scott David Peterson
Registered Affiliation(s):KEYBANC CAPITAL MARKETS INC.
Santosh Dhanalal
Registered Affiliation(s):PIPER SANDLER & CO.
Todd Aaron Rosoff
Registered Affiliation(s):RAINE SECURITIES LLC
Natasha Nmn Salins
Registered Affiliation(s):ANGEL ISLAND CAPITAL SERVICES, LLC
Berge Marangosian
Registered Affiliation(s):BTIG, LLC
Erwin Hector Mock
Registered Affiliation(s):THOMA BRAVO CAPITAL MARKETS, LLC
Robert Carlton Arnold
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Alice L Moukabaa
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Stephen Louis Dunne
Registered Affiliation(s):COWEN AND COMPANY
Bernard Edward Shaw
Registered Affiliation(s):FIRST REPUBLIC SECURITIES COMPANY, LLC
Jesse Thomas Johannesen
Registered Affiliation(s):COWEN AND COMPANY
Jonathan Barry Kaufman
Registered Affiliation(s):LINCOLN INTERNATIONAL LLC
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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