Top 10 advisors in San Rafael
We’ve curated a list of the best financial advisors in San Rafael, take a look at it below
Find an advisor in San Rafael| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $25,668,021,154 | 453 advisors | ||
| 2 | $3,971,977,790 | 13 advisors | ||
| 3 | $2,439,643,544 | 44 advisors | ||
| 4 | $1,182,572,613 | 10 advisors | ||
| 5 | $822,181,062 | 8 advisors | ||
| 6 | $814,065,633 | 7 advisors | ||
| 7 | $542,197,536 | 7 advisors | ||
| 8 | $325,058,349 | 7 advisors | ||
| 9 | $285,106,481 | 3 advisors | ||
| 10 | $237,756,873 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in San Rafael, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Rafael. 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. Global Retirement Partners LLC
Assets under management
$25,668,021,154
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
2. Rpa Financial, LLC
Assets under management
$3,971,977,790
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Pension Consulting Services
3. Wealthspire Advisors
Assets under management
$2,439,643,544
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
4. Ohana Advisors
Assets under management
$1,182,572,613
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
5. Tran Capital Management, L.p.
Assets under management
$822,181,062
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Hutchinson Capital Management
Assets under management
$814,065,633
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)
- Not sure which one to choose?Use our smart matching tool
7. Fiduciary Financial Group, LLC
Assets under management
$542,197,536
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
8. Liquid Capital Management LLC
Assets under management
$325,058,349
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Stewart Wealth Management, Inc.
Assets under management
$285,106,481
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
Pension Consulting Services
Private Placement Consulting
- Not sure which one to choose?Use our smart matching tool
10. O'donnell Financial Services, LLC
Assets under management
$237,756,873
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
Pension Consulting Services
Your first meeting is free.