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
Reza Abcari
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Victor Arvia Bright
Registered Affiliation(s):B3 ADVISORS LLC
Brian Christopher Monske
Registered Affiliation(s):ALLPOINT FINANCIAL GROUP
Shelby Joy Buccellato
Registered Affiliation(s):MORGAN STANLEY
Adam Scott Koplan
Registered Affiliation(s):MORGAN STANLEY
Dustin Allen Lewellyn
Registered Affiliation(s):PENSERRA CAPITAL MANAGEMENT LLC
Alicia Elder Cook
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Marisa Beth Goldstein
Registered Affiliation(s):MORGAN STANLEY
Marta Elena Amaton
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Joseph William Wallace
Registered Affiliation(s):WALLACE ADVISORY GROUP, LLC
Sharon Yuen Mok
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stephanie Mayann Wei
Registered Affiliation(s):ASHTON THOMAS PRIVATE WEALTH
Cristina Petersen Albright
Registered Affiliation(s):MAI CAPITAL MANAGEMENT, LLC
Chi Fang Wu
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jessica Lynn Hughes
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Michael John Trevelyan
Registered Affiliation(s):MORGAN STANLEY
Carrie Louise Scaletta
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Wesley Pryor
Registered Affiliation(s):FIRST HEARTLAND CONSULTANTS, INC.
Danielle Evelyn Shinnick
Registered Affiliation(s):FIRST HEARTLAND CONSULTANTS, INC.
Levon M Reposa
Registered Affiliation(s):MORGAN STANLEY
James Charles Papas
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Mick J Rognlien
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robyn Ellen Desoto
Registered Affiliation(s):MORGAN STANLEY
Nessa Boland
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.
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