Best Financial Advisors in LARKSPUR, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LARKSPUR
GREENSTONE PARTNERS, LLC
LARKSPUR, CA · Since 2024
SEAFARER CAPITAL PARTNERS, LLC
LARKSPUR, CA · Since 2011
URBAN INVESTMENT ADVISORS
LARKSPUR, CA · Since 2015
TAMALPAIS ASSET MANAGEMENT
LARKSPUR, CA · Since 2025
SHEPHERD STREET ADVISORS
LARKSPUR, CA · Since 2025
WARM SPRINGS ADVISORS INC.
LARKSPUR, CA · Since 2025
BONDBLOXX
LARKSPUR, CA · Since 2021
TRIAVERA CAPITAL LLC
LARKSPUR, CA · Since 2025
TENSILE CAPITAL MANAGEMENT LP
LARKSPUR, CA · Since 2012
CROWN ADVISORS MANAGEMENT, INC.
LARKSPUR, CA · Since 2015
BROADWING CAPITAL ADVISORS, INC.
LARKSPUR, CA · Since 2024
PANORAMIC CAPITAL, LLC
LARKSPUR, CA · Since 2024
RAUB BROCK CAPITAL MANAGEMENT, LP
LARKSPUR, CA · Since 2010
TSG CONSUMER PARTNERS LP
LARKSPUR, CA · Since 2012
FORT BAKER CAPITAL MANAGEMENT LP
LARKSPUR, CA · Since 2018
MAVEN EQUITY PARTNERS, LLC
LARKSPUR, CA · Since 2025
AMERICAN PACIFIC GROUP
LARKSPUR, CA · Since 2020
PMB ADVISORS
LARKSPUR, CA · Since 2020
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 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.