AdvisorRanked

Best Financial Advisors in LARKSPUR, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

18
Registered Firms
0.95%
Median Fee
of assets/year
$499M
Median AUM
18
Firms Listed
in our database

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Top Rated Established Verified18 firms shown

Top-Ranked Advisors in LARKSPUR

#1
92

SEAFARER CAPITAL PARTNERS, LLC

LARKSPUR, CA · Since 2011

$3.4B AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
92

TENSILE CAPITAL MANAGEMENT LP

LARKSPUR, CA · Since 2012

$1.8B AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
91

URBAN INVESTMENT ADVISORS

LARKSPUR, CA · Since 2015

$2.5B AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
89

BONDBLOXX

LARKSPUR, CA · Since 2021

$7.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
84

GREENSTONE PARTNERS, LLC

LARKSPUR, CA · Since 2024

$499M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
83

TAMALPAIS ASSET MANAGEMENT

LARKSPUR, CA · Since 2025

$263M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
83

TRIAVERA CAPITAL LLC

LARKSPUR, CA · Since 2025

$221M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
82

SHEPHERD STREET ADVISORS

LARKSPUR, CA · Since 2025

$126M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
82

WARM SPRINGS ADVISORS INC.

LARKSPUR, CA · Since 2025

$131M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
81

RAUB BROCK CAPITAL MANAGEMENT, LP

LARKSPUR, CA · Since 2010

$2.9B AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
81

TSG CONSUMER PARTNERS LP

LARKSPUR, CA · Since 2012

$14.3B AUM36 clientsFee: 0%
FiduciaryFee-Only
#12
79

FORT BAKER CAPITAL MANAGEMENT LP

LARKSPUR, CA · Since 2018

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#13
79

AMERICAN PACIFIC GROUP

LARKSPUR, CA · Since 2020

$1.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#14
78

CROWN ADVISORS MANAGEMENT, INC.

LARKSPUR, CA · Since 2015

$198M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
76

PANORAMIC CAPITAL, LLC

LARKSPUR, CA · Since 2024

$300M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
76

MAVEN EQUITY PARTNERS, LLC

LARKSPUR, CA · Since 2025

$250M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
75

BROADWING CAPITAL ADVISORS, INC.

LARKSPUR, CA · Since 2024

$148M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18

PMB ADVISORS

LARKSPUR, CA · Since 2020

$117M 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 LARKSPUR?

The median advisory fee in LARKSPUR, CA is 0.95% of assets under management per year, based on Form ADV filings from 18 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.