Top Financial Advisors in San Rafael, California
Finding the right financial advisor in San Rafael 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 San Rafael, 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 San Rafael, CA.
Find the Best Financial Advisor Firms in San Rafael:
GLOBAL RETIREMENT PARTNERS LLC
CRD#: 172011
Address: 4340 Redwood Highway Suite B-60, San Rafael, CA 94903
Clients: 8,679
Average Clients per Advisor: 19
AUM: $ 119.8B
RPA FINANCIAL, LLC
CRD#: 294105
Address: 4340 Redwood Highway Suite B60, San Rafael, CA 94903
AUM: $ 6.2B
WEALTHSPIRE ADVISORS
CRD#: 110666
Address: 100 Smith Ranch Rd. Suite 300, San Rafael, CA 94903
Clients: 305
Average Clients per Advisor: 13
AUM: $ 2.5B
OHANA ADVISORS
CRD#: 158515
Address: 101 Lucas Valley Suite 202, San Rafael, CA 94903
AUM: $ 1.6B
POLARIS WEALTH ADVISORY GROUP
CRD#: 158718
Address: 824 E St., San Rafael, CA 94901
Clients: 1,076
Average Clients per Advisor: 39
AUM: $ 1.5B
HUTCHINSON CAPITAL MANAGEMENT
CRD#: 106158
Address: 1101 Fifth Avenue Suite 160, San Rafael, CA 94901
Clients: 115
Average Clients per Advisor: 38
AUM: $ 825M
How We Chose the Top Financial Advisors in San Rafael, California
To create this list of top financial advisor firms in San Rafael, 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 San Rafael has to offer.
Search Financial Advisors in San Rafael, California
Catherine Lopez Zeballos
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Lori Shereen Mckenzie
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Megan R Von Feldt
Registered Affiliation(s):CREDIT SUISSE SECURITIES (USA) LLC
Malerie S. Keane
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Eric Winston Edmondson
Registered Affiliation(s):DC ADVISORY
David Bryan Orlando
Registered Affiliation(s):T. ROWE PRICE INVESTMENT SERVICES, INC.
Dewayne Edward Wohlleb
Registered Affiliation(s):BOFA SECURITIES, INC.
Carolyn Cipolla Stewart
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Ray Yiu Sum
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Daniel Joseph Shughrou
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Richard Donaldson Windatt
Registered Affiliation(s):UBS SECURITIES LLC
David Lawrence Korol
Registered Affiliation(s):MORGAN STANLEY & CO. LLC
Christopher Earl Bender
Registered Affiliation(s):MORGAN STANLEY & CO. LLC
Nicole Nannette Tallman
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Matthew Leo Jackson
Registered Affiliation(s):MORGAN STANLEY & CO. LLC
Charles Owen Tallant Wyman
Registered Affiliation(s):SEVEN POST INVESTMENT OFFICE LP
Nathaniel Cone Mcphail
Registered Affiliation(s):MORGAN STANLEY
Gwenne Siron Bacani
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Polly Anne Richardson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Anthony C Jones
Registered Affiliation(s):MORGAN STANLEY
Lesley Anne Lao Sy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daphne Chi
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Shawn Thomas Moussavi-arfa
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Chang
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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