Top 10 financial advisors in Larkspur, CA

We've curated a list of the best financial advisors in Larkspur, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $1,648,440,292 Number of advisors 27 advisors	$1,648,440,292	27 advisors
2	Assets under management $573,956,930 Number of advisors 18 advisors	$573,956,930	18 advisors
3	Assets under management $536,550,173 Number of advisors 8 advisors	$536,550,173	8 advisors
4	Assets under management $523,175,221 Number of advisors 12 advisors	$523,175,221	12 advisors
5	Assets under management $399,942,056 Number of advisors 3 advisors	$399,942,056	3 advisors
6	Assets under management $218,038,490 Number of advisors 4 advisors	$218,038,490	4 advisors
7	Assets under management $191,375,017 Number of advisors 4 advisors	$191,375,017	4 advisors
8	Assets under management $187,625,822 Number of advisors 2 advisors	$187,625,822	2 advisors
9	Assets under management $105,130,000 Number of advisors 1 advisors	$105,130,000	1 advisors
10	Assets under management $99,864,813 Number of advisors 3 advisors	$99,864,813	3 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Larkspur, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Litman Gregory Wealth Management, LLC
Litman Gregory Wealth Management, LLC is a financial advisory firm based in Larkspur, California. It currently has approximately $1,648,440,292 of assets under management and employs about 27 people. Litman Gregory Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$1,648,440,292 under management
27 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Titus Wealth Management
Titus Wealth Management is a financial advisory firm based in Larkspur, California. It currently has approximately $573,956,930 of assets under management and employs about 18 people. Titus Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$573,956,930 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile
Raub Brock Capital Management, Lp
**Raub Brock Capital Management, LP Overview:** Raub Brock Capital Management, LP, a registered investment advisor based in Larkspur, California, has been providing investment management and financial planning services since 1989. The firm specializes in disciplined, bottom-up, concentrated U.S. equity investment management, with a primary focus on high-quality, dividend growth large-cap equity securities. As of December 31, 2024, the firm managed over $3.2 billion in assets, with a mix of discretionary and non-discretionary assets. **Advisory Services:** - The firm offers investment management services to individual private clients and institutional clients, including family offices, banks, pension and profit-sharing plans. - Minimum investment for individual private client accounts is generally $1 million. - Clients receive customized investment plans based on their financial objectives, risk tolerance, and liquidity needs. - The firm provides financial planning and consulting services, including retirement planning, employment compensation, and estate planning. **Fee Structure:** - Management fees for individual private client accounts are based on a percentage of the market value of investments, with rates ranging from 0.60% to 1.25%. - Institutional clients are charged a percentage of assets under management, typically ranging from 50 to 70 basis points. **Investment Strategy:** - The firm primarily uses fundamental analysis to identify high-quality companies with sustainable dividend growth. - Investment portfolios are tailored to individual client goals and risk tolerance, with a focus on long-term investments. **Compliance and Supervision:** - The firm operates as a fiduciary, acting in the best interests of clients. - All personnel are supervised by the Chief Compliance Officer to ensure compliance with regulations and firm policies. **Professional Team:** - The firm's team includes experienced professionals with diverse backgrounds and qualifications, such as CFP®, CFA®, and EA designations. For more detailed information, including individual team member bios and disciplinary history, refer to the full brochure supplement provided by Raub Brock Capital Management, LP.
$536,550,173 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Meritas Wealth Management, LLC
Meritas Wealth Management, LLC is a fee-only financial planning and investment management firm established in December 2008. The firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. Meritas operates as a fiduciary, acting in the best interests of clients, with a duty of care and loyalty. The firm offers asset management services, creating Investment Policy Statements tailored to each client's financial goals and risk tolerance. Financial planning services are also available, addressing areas such as cash flow planning, tax planning, retirement planning, and estate planning. Meritas charges asset management fees based on a percentage of assets under management, with a minimum annual fee of $7,500 per client. Financial planning fees are negotiated on an individual basis. The firm does not sell annuities, insurance, stocks, bonds, or other commissioned products. Clients have full control over their assets, and Meritas places trades under a limited power of attorney. The firm does not engage in performance-based fees and has no disciplinary history. Clients' assets are held by a qualified custodian, and Meritas does not act as a custodian. Meritas does not share client information with unaffiliated third parties for marketing purposes. For more information, visit www.MeritasWealth.com.
$523,175,221 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profile

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Marin Financial Advisors LLC
Marin Financial Advisors, LLC, an SEC registered investment Advisor founded in 2005, specializes in providing personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm's owner, Colin Drake, holds majority ownership and is a Certified Financial Planner (CFP®) with a Bachelor of Arts degree in Psychology from Middlebury College. Marin Financial Advisors offers investment advice and management for individually managed accounts, with a limited power of attorney for investment decisions. Clients maintain asset control, and accounts are held by a qualified custodian, usually Charles Schwab & Co. The firm's investment strategy is based on a three-factor analysis, focusing on small-cap and value stocks, globally diversified portfolios, and long-term investments. The firm's fee structure is based on a percentage of assets under management, with fees negotiable on a case-by-case basis. The firm does not take custody of client assets and does not act as a custodian. Clients are required to have a minimum account size of $1,000,000, although this requirement may be waived at the firm's discretion. Marin Financial Advisors does not receive compensation for client referrals and does not vote on client securities. The firm has a Business Continuity Plan and an Information Security Program in place to protect client data and ensure operational continuity. Clients can request a copy of the firm's Privacy Policy for information on data protection and sharing practices.
$399,942,056 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
See full profile
Shira Ridge Wealth Management
Shira Ridge Wealth Management, established in 2000 and based in San Rafael, CA, offers financial planning and asset management services to individuals, families, and small business owners. The firm emphasizes continuous account supervision and tailors investment strategies using ETFs, mutual funds, and other securities. Clients receive personalized financial plans covering areas such as investment, retirement, estate, tax, and education planning. Shira Ridge operates on a tiered fee schedule based on assets under management, ranging from 0.25% to 1.00% per quarter. The firm is a fiduciary, obligated to act in clients' best interests, and manages over $323 million in assets for 278 clients. Shira Ridge does not participate in wrap fee programs and requires a minimum initial investment of $1,000,000. Investment strategies focus on diversification, tax efficiency, and due diligence on mutual funds and ETFs. The firm conducts fundamental and technical analysis to guide investment decisions, aiming to minimize risks beyond general market fluctuations. Shira Ridge is independently owned, unaffiliated with other financial institutions, and does not charge performance-based fees. Clients have investment discretion, and the firm does not accept referral fees or engage in directed brokerage.
$218,038,490 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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Portico Wealth Advisors, LLC
Portico Wealth Advisors, LLC is a registered investment advisor founded in January 2010 by principals David J. Tarantino and Jonathan D. Leidy. The firm specializes in providing comprehensive wealth management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. Services offered include risk management, financial planning, and investment management tailored to each client's needs. Portico Wealth Advisors uses a long-term investment approach centered on asset allocation and Modern Portfolio Theory, utilizing multiple asset classes. The firm offers four distinct models with varying risk profiles and allows clients to impose restrictions on investing in certain securities. Additionally, Portico provides investment advisory services to 401(k) and 403(b) Plan Sponsors, including acting as fiduciaries, establishing investment committees, and providing participant education. As of December 31, 2024, the firm had assets under management of $264.0 million on a discretionary basis. Fees are charged based on a tiered structure for clients and plan sponsors, with fees billed quarterly in advance. Portico Wealth Advisors does not charge performance-based fees and does not vote proxies on behalf of clients. The firm's investment discretion is exercised in accordance with clients' stated investment objectives. David J. Tarantino and Jonathan D. Leidy are the primary contacts for the firm, with detailed educational backgrounds and business experience outlined in the brochure supplements.
$191,375,017 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Private Capital Management, Inc.
Private Capital Management, Inc. is an SEC Registered Investment Adviser based in California, established by Mr. Ramos in May 2002. The firm manages approximately $200,448,803 in client assets as of December 31, 2022, with a focus on various investment types including mutual funds, stocks, bonds, municipal bonds, foreign securities, and more. They offer discretionary investment advisory services, following a strict discipline in establishing investment strategies tailored to clients' risk and return objectives. The firm charges an annual management fee starting at 1.25% of Portfolio Value, with a minimum quarterly service fee of $3,750. Clients have investment discretion after signing a Limited Power of Attorney, allowing the firm to make buy and sell decisions on their behalf. Private Capital Management, Inc. does not vote client securities or proxies and does not accept custody of client assets, which are held by third-party custodians. The firm's investment strategies include Long Term Purchases, Short Term Purchases, Margin transactions, Option writing, Private Placements, and Hedge Funds. Clients are advised on risks associated with investments, including Credit risk, Economic risk, Foreign exchange risk, and more. The firm's Investment Advisor Affiliates must meet specific education and business standards, including holding relevant certifications such as CFP, CPA, or CFA.
$187,625,822 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Family Office
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Pmb Advisors
Pmb Advisors is a financial advisory firm based in Larkspur, California. It currently has approximately $105,130,000 of assets under management and employs about 1 people. Pmb Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$105,130,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Redwood Grove Wealth Management
Redwood Grove Wealth Management LLC, established in 2009, specializes in asset management and comprehensive financial planning services. The firm, led by majority owner Tanya K. Steinhofer, manages $131,765,735 in assets as of December 31, 2024, on a discretionary basis. Their investment philosophy emphasizes diversification, market efficiency, long-term strategic allocations, and tax-efficient, low-cost investing, primarily utilizing passive index mutual funds and exchange-traded funds (ETFs). RGWM offers fee-based investment advisory services and may engage third-party sub-advisers to manage client assets. Financial planning services cover various areas such as retirement planning, tax planning, and estate planning. The firm charges fees based on a percentage of the portfolio value, with a minimum fee of $5,000/year. Clients have the right to cancel the Financial Planning Agreement within five business days and can impose restrictions on RGWM's discretionary authority. RGWM does not charge performance-based fees and serves individuals and families with no minimum account size requirement. The firm acts as a fiduciary, providing investment discretion and ongoing client communication, with a focus on long-term investment strategies and risk management.
$99,864,813 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile

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Top advisors in California

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