Best Financial Advisors in CORTE MADERA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$341M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in CORTE MADERA
#1
100
AVILA REAL ESTATE CAPITAL
CORTE MADERA, CA · Since 2025
$341M AUM24 clientsFee: 0%
FiduciaryFee-Only
#2
95
COHEN CAPITAL MANAGEMENT INC
CORTE MADERA, CA · Since 1995
$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
PROSSER CREEK ASSET MANAGEMENT LLC
CORTE MADERA, CA · Since 2024
$267M AUM1 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CORTE MADERA?
The median advisory fee in CORTE MADERA, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.