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
Brent George Lauchle
Registered Affiliation(s):TD AMERITRADE, INC.
Maria Potter
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
John Douglas Metallic
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Cecilia Montoya
Registered Affiliation(s):MORGAN STANLEY
Terri Kay Mckee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Lawrence Conner
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
L Steven Ashley
Registered Affiliation(s):MORGAN STANLEY
Kenneth Junichi Duhadway
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Kevin Michael Miller
Registered Affiliation(s):EDWARD JONES
Mary Ann Sullivan
Registered Affiliation(s):MORGAN STANLEY
Lyana Asuncion Monterrey
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Karen Keller Franco
Registered Affiliation(s):NAVIGATION GROUP LLC
Caryn Annik Sophie Augst
Registered Affiliation(s):OSAIC FS, INC.
Mitchell Harvey Sauberman
Registered Affiliation(s):MORGAN STANLEY
Lawrence I. Grossman
Registered Affiliation(s):ARCHVEST WEALTH ADVISORS, INC.
Robert Lee Avey
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Sheri Pamela Benjamin
Registered Affiliation(s):LPL FINANCIAL LLC
Jon Thornton Dayton
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Sabrina Adeline Stewart
Registered Affiliation(s):LANTERN WEALTH ADVISORS, LLC
Jorge A Venegas
Registered Affiliation(s):MORGAN STANLEY
Susan Jane Mckinney
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jeffrey Bruce Horowitz
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Rodney James Willyerd
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Thomas Christopher Lambert
Registered Affiliation(s):WESPAC ADVISORS, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
