Best Financial Advisors in GREENBRAE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in GREENBRAE
KCM INVESTMENT ADVISORS
GREENBRAE, CA · Since 1998
FAIRVIEW CAPITAL
GREENBRAE, CA · Since 1998
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
GREENBRAE, CA · Since 2021
SLOW CAPITAL, INC.
GREENBRAE, CA · Since 2017
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 GREENBRAE?
The median advisory fee in GREENBRAE, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 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.