Best Financial Advisors in SAN RAFAEL, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SAN RAFAEL
LYLE & FORSYTH INVESTMENT MANAGERS
SAN RAFAEL, CA · Since 1982
TRAN CAPITAL MANAGEMENT, L.P.
SAN RAFAEL, CA · Since 1974
SHIRA RIDGE WEALTH MANAGEMENT
SAN RAFAEL, CA · Since 2018
MARIN WEALTH ADVISORS LLC
SAN RAFAEL, CA · Since 2018
SPECTRUM FINANCIAL MANAGEMENT
SAN RAFAEL, CA · Since 2003
CAPITAL TRUST ADVISORS
SAN RAFAEL, CA · Since 2021
STEWART WEALTH MANAGEMENT, INC.
SAN RAFAEL, CA · Since 2017
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
SAN RAFAEL, CA · Since 2017
MADRONE INVESTMENT ADVISORY, LLC
SAN RAFAEL, CA · Since 2021
GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA · Since 2014
FIDUCIARY FINANCIAL GROUP, LLC
SAN RAFAEL, CA · Since 2021
RPA FINANCIAL, LLC
SAN RAFAEL, CA · Since 2018
JOCELYN INVESTMENT MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2022
HCM WEALTH
SAN RAFAEL, CA · Since 1995
AWR INVESTMENT MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2024
MERITAS WEALTH MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2008
REDWOOD GROVE WEALTH MANAGEMENT
SAN RAFAEL, CA · Since 2022
WESTHILL FINANCIAL ADVISORS, INC.
SAN RAFAEL, CA · Since 2010
OHANA ADVISORS
SAN RAFAEL, CA · Since 2012
O'DONNELL FINANCIAL SERVICES, LLC
SAN RAFAEL, CA · Since 2017
RIDGECREST WEALTH PARTNERS, LLC
SAN RAFAEL, CA · Since 2021
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 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 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.