Top 10 advisors in Mill Valley
We’ve curated a list of the best financial advisors in Mill Valley, take a look at it below
Find an advisor in Mill Valley| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $5,133,253,088 | 8 advisors | ||
| 2 | $1,321,316,596 | 10 advisors | ||
| 3 | $1,176,301,130 | 9 advisors | ||
| 4 | $780,957,913 | 13 advisors | ||
| 5 | $537,583,291 | 4 advisors | ||
| 6 | $270,852,482 | 5 advisors | ||
| 7 | $188,888,253 | 8 advisors | ||
| 8 | $184,623,514 | 3 advisors | ||
| 9 | $132,014,335 | 6 advisors | ||
| 10 | $119,869,602 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Mill Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mill Valley. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Aequim Alternative Investments Lp
Assets under management
$5,133,253,088
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Private Wealth Partners, LLC
Assets under management
$1,321,316,596
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
3. Cai Manager Lp
Assets under management
$1,176,301,130
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Waypoint Wealth Partners
Assets under management
$780,957,913
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
5. Relevant Wealth Advisors, LLC
Assets under management
$537,583,291
Fee structure
A percentage of assets under your management
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
6. Gordian Wealth Advisors, LLC
Assets under management
$270,852,482
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Cambrian Asset Management, Inc.
Assets under management
$188,888,253
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Norwood Investment Partners, Lp
Assets under management
$184,623,514
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Lumina Financial Consultants, LLC
Assets under management
$132,014,335
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SUBSCRIPTION FEE FOR WEB-BASED SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Nollenberger Mccullough Investment Advisors LLC
Assets under management
$119,869,602
Fee structure
A percentage of assets under your management
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)
Your first meeting is free.