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 $18,703,791,692 Number of advisors 68 advisors | |||
| 2 | Assets under management $3,590,955,427 Number of advisors 56 advisors | |||
| 3 | Assets under management $2,211,242,268 Number of advisors 17 advisors | |||
| 4 | Assets under management $2,101,312,000 Number of advisors 15 advisors | |||
| 5 | Assets under management $1,784,285,262 Number of advisors 12 advisors | |||
| 6 | Assets under management $1,648,440,292 Number of advisors 27 advisors | |||
| 7 | Assets under management $1,322,129,644 Number of advisors 18 advisors | |||
| 8 | Assets under management $787,293,774 Number of advisors 11 advisors | |||
| 9 | Assets under management $573,956,930 Number of advisors 18 advisors | |||
| 10 | Assets under management $536,550,173 Number of advisors 8 advisors |
Commitment
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Larkspur, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Larkspur. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
Tsg Consumer Partners Lp
Tsg Consumer Partners Lp is a financial advisory firm based in Larkspur, California. It currently has approximately $18,703,791,692 of assets under management and employs about 68 people. Tsg Consumer Partners Lp uses a fee structure of a percentage of assets under your management and carried interest.
$18,703,791,692 under management
68 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Foresite Capital
Foresite Capital is a financial advisory firm based in Larkspur, California. It currently has approximately $3,590,955,427 of assets under management and employs about 56 people. Foresite Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,590,955,427 under management
56 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Seafarer Capital Partners, LLC
Seafarer Capital Partners, LLC is a financial advisory firm based in Larkspur, California. It currently has approximately $2,211,242,268 of assets under management and employs about 17 people. Seafarer Capital Partners, LLC uses a fee structure of and a percentage of assets under your management.
$2,211,242,268 under management
17 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Bondbloxx
Bondbloxx is a financial advisory firm based in Larkspur, California. It currently has approximately $2,101,312,000 of assets under management and employs about 15 people. Bondbloxx uses a fee structure of and a percentage of assets under your management.
$2,101,312,000 under management
15 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Tensile Capital Management Lp
Tensile Capital Management Lp is a financial advisory firm based in Larkspur, California. It currently has approximately $1,784,285,262 of assets under management and employs about 12 people. Tensile Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,784,285,262 under management
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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
American Pacific Group
American Pacific Group is a financial advisory firm based in Larkspur, California. It currently has approximately $1,322,129,644 of assets under management and employs about 18 people. American Pacific Group uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,322,129,644 under management
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Fort Baker Capital Management Lp
Fort Baker Capital Management LP, established in 2015, offers discretionary investment management services to investment funds and institutional clients. With regulatory assets under management of approximately $787 million as of December 31, 2022, the firm specializes in catalyst-driven investing across global equity markets. The investment strategy focuses on identifying securities poised to benefit from corporate events and special situations. Fort Baker manages the Funds' assets with broad discretion, including the ability to invest across various securities and instruments. The firm may engage in risk arbitrage, short selling, and distressed investments, among other strategies. Clients may include banks, pension plans, endowments, and registered investment companies. Fort Baker charges asset-based fees and may receive performance-based profit allocations. The firm operates as a fiduciary, acting in the best interests of clients. Clients have limited control over investment decisions, with Fort Baker having discretion to manage their assets. The firm has not been involved in any legal or disciplinary events in the past ten years. Fort Baker follows a Code of Ethics and has custody of client assets held by qualified custodians. The firm provides investment advisory services on a discretionary basis and votes client securities in their best interests. Fort Baker does not have any directed brokerage arrangements and may use soft dollars for research and brokerage services.
$787,293,774 under management
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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
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)
Commitment
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Larkspur, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Larkspur. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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