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
Henri W. Moudi
Registered Affiliation(s):MISSION CREEK CAPITAL PARTNERS, INC.
Phillip Maurice Jerome
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Keith Thomas Albertina
Registered Affiliation(s):NUVEEN ASSET MANAGEMENT, LLC
Walter Ora Bennett
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Richard Douglas Ladd
Registered Affiliation(s):MORGAN STANLEY
Michael Eugene Geitner
Registered Affiliation(s):FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
Janet Lin
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Laura M Kuo-carmany
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
John David Creech
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Jacky Ka Hiu Tam
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Susan Lynn Davitz
Registered Affiliation(s):MORGAN STANLEY
Jorge Nmn Madrigal
Registered Affiliation(s):PENSERRA CAPITAL MANAGEMENT LLC
Anthony Nmn Castelli
Registered Affiliation(s):PENSERRA CAPITAL MANAGEMENT LLC
Richelle Denice Wilkerson
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Steven Robert Lazare
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
Jain Lavern Williams
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Rena Patricia Macdonald
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Andrew Carlos Vasquez
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Gretchen Beth Golembewski
Registered Affiliation(s):ASSETMARK, INC.
Monika Love
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jennifer Anastasia Argento-khashabi
Registered Affiliation(s):MORGAN STANLEY
Beth Ellen Kirkland
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Craig Michael Zaron
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Robert William Higbee
Registered Affiliation(s):PRUCO SECURITIES, 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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