Best Financial Advisors in SAUSALITO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in SAUSALITO
VERITY WEALTH ADVISORS, LLC
SAUSALITO, CA · Since 2003
VERT ASSET MANAGEMENT LLC
SAUSALITO, CA · Since 2017
AI FUNDS
SAUSALITO, CA · Since 2026
REVELATION CAPITAL MANAGEMENT, LLC
SAUSALITO, CA · Since 2016
PROSPECT CAPITAL ADVISORS, LLC
SAUSALITO, CA · Since 2015
CALDWELL SUTTER CAPITAL, INC.
SAUSALITO, CA · Since 2006
DELTA ACCUMULATION, LLC
SAUSALITO, CA · Since 2025
WESTEND CAPITAL MANAGEMENT, LLC.
SAUSALITO, CA · Since 2002
APERIO GROUP, LLC
SAUSALITO, CA · Since 2000
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 SAUSALITO?
The median advisory fee in SAUSALITO, CA is 0.95% of assets under management per year, based on Form ADV filings from 9 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.