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
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in CORTE MADERA
#1
84
AVILA REAL ESTATE CAPITAL
CORTE MADERA, CA · Since 2025
$341M AUM24 clientsFee: 0%
FiduciaryFee-Only
#2
81
COHEN CAPITAL MANAGEMENT INC
CORTE MADERA, CA · Since 1995
$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
75
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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.