Investment adviser firms in SAN RAFAEL, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
24 firms · Source months shown: August 2026
- AWR INVESTMENT MANAGEMENT, LLCCRD 118538 · SAN RAFAEL, CA$131,590,434.00Regulatory AUM · August 2026
- FIDUCIARY FINANCIAL GROUP, LLCCRD 285681 · SAN RAFAEL, CA$1,122,904,774.00Regulatory AUM · August 2026
- FRIEDLANDER, BRENDA SCRD 127746 · SAN RAFAEL, CA$278,056,086.00Regulatory AUM · August 2026
- GLOBAL RETIREMENT PARTNERS LLCCRD 172011 · SAN RAFAEL, CA$169,584,566,299.00Regulatory AUM · August 2026
- GOLDBERG ADVISERS, LLCCRD 134174 · SAN RAFAEL, CA$402,600,006.00Regulatory AUM · August 2026
- HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.CRD 145096 · SAN RAFAEL, CA$235,382,907.00Regulatory AUM · August 2026
- HUTCHINSON CAPITAL MANAGEMENTCRD 106158 · SAN RAFAEL, CA$941,652,018.00Regulatory AUM · August 2026
- JOCELYN INVESTMENT MANAGEMENT, LLCCRD 323831 · SAN RAFAEL, CA$1,013,115,876.00Regulatory AUM · August 2026
- LYLE, ALLAN GLENCRD 10603 · SAN RAFAEL, CA$221,189,432.00Regulatory AUM · August 2026
- MADRONE INVESTMENT ADVISORY, LLCCRD 149549 · SAN RAFAEL, CA$254,318,050.00Regulatory AUM · August 2026
- MARIN WEALTH ADVISORS LLCCRD 123237 · SAN RAFAEL, CA$76,133,785.00Regulatory AUM · August 2026
- MERITAS WEALTH MANAGEMENT, LLCCRD 148565 · SAN RAFAEL, CA$618,946,502.00Regulatory AUM · August 2026
- O'DONNELL FINANCIAL SERVICES, LLCCRD 172520 · SAN RAFAEL, CA$427,050,449.00Regulatory AUM · August 2026
- OHANA ADVISORS MANAGEMENT, LLCCRD 158515 · SAN RAFAEL, CA$2,778,546,190.00Regulatory AUM · August 2026
- REDWOOD GROVE WEALTH MANAGEMENT LLCCRD 150667 · SAN RAFAEL, CA$151,319,342.00Regulatory AUM · August 2026
- RIDGECREST WEALTH PARTNERS, LLCCRD 311984 · SAN RAFAEL, CA$705,146,641.00Regulatory AUM · August 2026
- RPA FINANCIAL, LLCCRD 294105 · SAN RAFAEL, CA$10,881,431,334.00Regulatory AUM · August 2026
- SHIRA RIDGE WEALTH MANAGEMENTCRD 117627 · SAN RAFAEL, CA$366,404,410.00Regulatory AUM · August 2026
- STEWART WEALTH MANAGEMENT, INC.CRD 143425 · SAN RAFAEL, CA$581,542,155.00Regulatory AUM · August 2026
- STONEBRIDGE FINANCIAL GROUP, LLCCRD 340200 · SAN RAFAEL, CA$895,995,473.00Regulatory AUM · August 2026
- THE PUTNEY FINANCIAL GROUP LLCCRD 111639 · SAN RAFAEL, CA$205,409,186.00Regulatory AUM · August 2026
- TRAN CAPITAL MANAGEMENT, L.P.CRD 107049 · SAN RAFAEL, CA$890,294,385.00Regulatory AUM · August 2026
- WESTHILL FINANCIAL ADVISORS, INC.CRD 152506 · SAN RAFAEL, CA$789,441,128.00Regulatory AUM · August 2026
- WULFF, HANSEN & CO.CRD 908 · SAN RAFAEL, CA$144,815,568.00Regulatory AUM · August 2026