Best Financial Advisors in MILL VALLEY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in MILL VALLEY
RELEVANT WEALTH ADVISORS, LLC
MILL VALLEY, CA · Since 1999
VIOLICH CAPITAL MANAGEMENT
MILL VALLEY, CA · Since 1999
ASPIREAN WEALTH, LLC
MILL VALLEY, CA · Since 2021
BOLDIN ADVISORS
MILL VALLEY, CA · Since 2025
MILLER AVENUE ADVISORS LLC
MILL VALLEY, CA · Since 2024
BAYHUNT CAPITAL LLC
MILL VALLEY, CA · Since 2024
AEQUIM ALTERNATIVE INVESTMENTS LP
MILL VALLEY, CA · Since 2018
GROUNDED CAPITAL, LLC
MILL VALLEY, CA · Since 2022
LITFUND
MILL VALLEY, CA · Since 2025
SCHMITZ CAPITAL PARTNERS, LLC
MILL VALLEY, CA · Since 1988
GORDIAN WEALTH ADVISORS, LLC
MILL VALLEY, CA · Since 2015
ASSEMBLY WEALTH
MILL VALLEY, CA · Since 2000
PRIVATE WEALTH PARTNERS, LLC
MILL VALLEY, CA · Since 2005
SIVIA CAPITAL PARTNERS, LLC
MILL VALLEY, CA · Since 2014
DIPSEA CAPITAL, LLC
MILL VALLEY, CA · Since 2023
CAMBRIAN ASSET MANAGEMENT, INC.
MILL VALLEY, CA · Since 2022
GROUNDFORCE CAPITAL MANAGEMENT, LLC
MILL VALLEY, CA · Since 2021
CAI MANAGER LP
MILL VALLEY, CA · Since 2020
CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY, CA · Since 2024
GORDIAN CAPITAL MANAGEMENT, LLC
MILL VALLEY, CA · Since 2025
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 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.