Best Financial Advisors in MILL VALLEY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MILL VALLEY
AEQUIM ALTERNATIVE INVESTMENTS LP
MILL VALLEY, CA · Since 2018
VIOLICH CAPITAL MANAGEMENT
MILL VALLEY, CA · Since 1999
RELEVANT WEALTH ADVISORS, LLC
MILL VALLEY, CA · Since 1999
ASPIREAN WEALTH, LLC
MILL VALLEY, CA · Since 2021
GROUNDED CAPITAL, LLC
MILL VALLEY, CA · Since 2022
BAYHUNT CAPITAL LLC
MILL VALLEY, CA · Since 2024
MILLER AVENUE ADVISORS LLC
MILL VALLEY, CA · Since 2024
LITFUND
MILL VALLEY, CA · Since 2025
PRIVATE WEALTH PARTNERS, LLC
MILL VALLEY, CA · Since 2005
BOLDIN ADVISORS
MILL VALLEY, CA · Since 2025
SIVIA CAPITAL PARTNERS, LLC
MILL VALLEY, CA · Since 2014
CAI MANAGER LP
MILL VALLEY, CA · Since 2020
ASSEMBLY WEALTH
MILL VALLEY, CA · Since 2000
GROUNDFORCE CAPITAL MANAGEMENT, LLC
MILL VALLEY, CA · Since 2021
DIPSEA CAPITAL, LLC
MILL VALLEY, CA · Since 2023
CAMBRIAN ASSET MANAGEMENT, INC.
MILL VALLEY, CA · Since 2022
CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY, CA · Since 2024
GORDIAN CAPITAL MANAGEMENT, LLC
MILL VALLEY, CA · Since 2025
SCHMITZ CAPITAL PARTNERS, LLC
MILL VALLEY, CA · Since 1988
GORDIAN WEALTH ADVISORS, LLC
MILL VALLEY, CA · Since 2015
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 MILL VALLEY?
The median advisory fee in MILL VALLEY, CA is 0.95% of assets under management per year, based on Form ADV filings from 20 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.