Best Financial Advisors in SAN RAFAEL, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SAN RAFAEL
GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA · Since 2014
RPA FINANCIAL, LLC
SAN RAFAEL, CA · Since 2018
TRAN CAPITAL MANAGEMENT, L.P.
SAN RAFAEL, CA · Since 1974
SPECTRUM FINANCIAL MANAGEMENT
SAN RAFAEL, CA · Since 2003
LYLE & FORSYTH INVESTMENT MANAGERS
SAN RAFAEL, CA · Since 1982
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
SAN RAFAEL, CA · Since 2017
FIDUCIARY FINANCIAL GROUP, LLC
SAN RAFAEL, CA · Since 2021
STEWART WEALTH MANAGEMENT, INC.
SAN RAFAEL, CA · Since 2017
SHIRA RIDGE WEALTH MANAGEMENT
SAN RAFAEL, CA · Since 2018
CAPITAL TRUST ADVISORS
SAN RAFAEL, CA · Since 2021
JOCELYN INVESTMENT MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2022
MARIN WEALTH ADVISORS LLC
SAN RAFAEL, CA · Since 2018
MADRONE INVESTMENT ADVISORY, LLC
SAN RAFAEL, CA · Since 2021
OHANA ADVISORS
SAN RAFAEL, CA · Since 2012
HCM WEALTH
SAN RAFAEL, CA · Since 1995
MERITAS WEALTH MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2008
WESTHILL FINANCIAL ADVISORS, INC.
SAN RAFAEL, CA · Since 2010
O'DONNELL FINANCIAL SERVICES, LLC
SAN RAFAEL, CA · Since 2017
RIDGECREST WEALTH PARTNERS, LLC
SAN RAFAEL, CA · Since 2021
AWR INVESTMENT MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2024
REDWOOD GROVE WEALTH MANAGEMENT
SAN RAFAEL, CA · Since 2022
STONEBRIDGE FINANCIAL GROUP
SAN RAFAEL, CA · Since 2026
THE PUTNEY FINANCIAL GROUP LLC
SAN RAFAEL, CA · Since 2004
WULFF, HANSEN & CO.
SAN RAFAEL, CA · Since 2022
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 SAN RAFAEL?
The median advisory fee in SAN RAFAEL, CA is 0.95% of assets under management per year, based on Form ADV filings from 24 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.