Top 10 financial advisors in Sausalito, CA

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

#	Company	Assets under management	Number of advisors
1	Assets under management $54,545,912,619 Number of advisors 150 advisors	$54,545,912,619	150 advisors
2	Assets under management $1,816,608,726 Number of advisors 21 advisors	$1,816,608,726	21 advisors
3	Assets under management $1,568,065,733 Number of advisors 9 advisors	$1,568,065,733	9 advisors
4	Assets under management $993,781,743 Number of advisors 20 advisors	$993,781,743	20 advisors
5	Assets under management $348,604,281 Number of advisors 2 advisors	$348,604,281	2 advisors
6	Assets under management $189,454,616 Number of advisors 2 advisors	$189,454,616	2 advisors
7	Assets under management $174,329,015 Number of advisors 5 advisors	$174,329,015	5 advisors
8	Assets under management $45,000,000 Number of advisors 2 advisors	$45,000,000	2 advisors
9	Assets under management $11,955,418 Number of advisors 2 advisors	$11,955,418	2 advisors
10	Assets under management $5,197,041 Number of advisors 1 advisors	$5,197,041	1 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 generate our top financial advisors list in Sausalito, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sausalito. 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.

Aperio Group, LLC
Aperio Group, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $54,545,912,619 of assets under management and employs about 150 people. Aperio Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$54,545,912,619 under management
150 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 Investment Companies
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)
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Main Street Research LLC
Main Street Research LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $1,816,608,726 of assets under management and employs about 21 people. Main Street Research LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,816,608,726 under management
21 advisors
Fee structure
A percentage of assets under your management
Performance-based 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)
Educational Seminars/workshops
Consulting
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Revelation Capital Management, LLC
Revelation Capital Management, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $1,568,065,733 of assets under management and employs about 9 people. Revelation Capital Management, LLC uses a fee structure of a percentage of assets under your management and carried interest.
$1,568,065,733 under management
9 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
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Karp Capital Management Corporation
Karp Capital Management Corporation is a financial advisory firm based in Sausalito, California. It currently has approximately $993,781,743 of assets under management and employs about 20 people. Karp Capital Management Corporation uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$993,781,743 under management
20 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
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Vert Asset Management LLC
Vert Asset Management LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $348,604,281 of assets under management and employs about 2 people. Vert Asset Management LLC uses a fee structure of and a percentage of assets under your management.
$348,604,281 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Educational Seminars/workshops
See full profile
Verity Wealth Advisors, LLC
VERITY Wealth Advisors LLC, established in 2003 by Evan Oliver, offers a range of financial advisory services tailored to client needs. Services include managed portfolios, ad-hoc financial advice, and private investment tracking. The firm emphasizes the importance of financial planning but also offers investment management-only agreements. VERITY previously managed a limited partnership for alternative investments but dissolved it in 2018. As of December 31, 2024, the firm supervised $237,478,260 in discretionary funds. Fees for wealth management services are tiered based on assets managed, with additional negotiation possible. Investment discretion allows VERITY to make decisions on securities, timing, and brokers, primarily using Charles Schwab & Co., Inc. as custodian. The firm does not charge performance-based fees and primarily serves high-net-worth individuals. Investment strategies focus on asset allocation, risk tolerance, and using index securities. VERITY does not provide tax or legal advice. The firm's ethical standards include a strict proxy voting policy and adherence to SEC regulations. Clients receive quarterly performance reports and have access to custodial reports from Schwab. VERITY maintains a transparent fee structure and has not been involved in any legal or disciplinary events since inception.
$189,454,616 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
Selection Of Other Advisers
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Westend Capital Management, Llc.
WestEnd Capital Management, LLC, established in 2002, is a Registered Investment Adviser specializing in discretionary advisory services for a private fund, WestEnd Partners, L.P., and individuals through separately managed accounts. The firm offers financial planning services at no additional charge. The Private Fund aims to grow capital through a broad spectrum of securities trading strategies. Separate Account clients can choose from three investment mandates: Core Growth Portfolio, Equity Income Portfolio, or Custom Portfolio. WestEnd acknowledges conflicts of interest arising from providing financial planning services but ensures clients are under no obligation to act on recommendations. The firm manages approximately $348 million in regulatory assets under management. Fees include a 1.5% Management Fee for the Private Fund and a 0.375% Asset Based Fee for Separate Account clients. WestEnd acts as a fiduciary, providing investment discretion and full proxy voting authority for the Private Fund. The firm's Code of Ethics ensures fair treatment of clients, and it engages in soft dollar arrangements for research services. Clients receive regular account reviews and statements. WestEnd maintains custody of client assets and has a clean disciplinary record. The firm's proxy voting procedures prioritize the best interests of clients, and it has no financial impairments or bankruptcy history.
$174,329,015 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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Avondale Conquest, LLC
Avondale Conquest, LLC, based in Sausalito, CA, is a financial advisor firm established by Tim Kelly, CFA. The firm specializes in investment management services, primarily focusing on the Conquest I Fund, a Delaware limited partnership investing in US-listed equity securities. Avondale Conquest aims to generate positive absolute returns by diversifying across industries and securities, with a lower volatility profile than the market. The firm also serves as a Sub-Advisor to the Prelude Opportunity Fund, LP, employing a similar investment approach tailored to client goals and risk tolerances. Avondale Conquest charges an annual management fee of 1% of assets under management for the Conquest I Fund, along with a performance allocation of 20% of net profits. For Prelude, the firm may receive a performance allocation of up to 55% of net profits. The minimum investment in the Fund is $500,000, with exceptions made at the firm's discretion. Avondale Conquest utilizes security analysis methods such as fundamental analysis and sources information from various research providers. The firm emphasizes risk management, highlighting potential risks including interest-rate, market, inflation, currency, and liquidity risks. Avondale Conquest maintains a Business Continuity Plan to address various disaster scenarios and an Information Security Program to safeguard client information. Tim Kelly, the Chief Investment Officer, oversees the firm's operations, with no reported disciplinary events or additional compensation arrangements.
$45,000,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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Abunda Financial, LLC
Abunda Financial, LLC is a private, independent financial services firm established in 2007 by Janet L. Campbell. The firm specializes in offering investment and personal financial advisory services under a fee-only compensation arrangement. Clients include senior corporate executives, entrepreneurs, non-profit entities, and individuals with substantial portfolios. Abunda Financial provides both discretionary and non-discretionary advisory services for equity and fixed income portfolios, as well as financial, retirement, and tax planning services. The firm's investment philosophy focuses on maintaining a long-term horizon and maximizing total return while managing risk. Clients have the option to engage in limited discretionary investment management services. The firm's fee structure includes flat fee retainer arrangements and discretionary management fees based on a percentage of assets. Abunda Financial actively seeks to avoid conflicts of interest and does not accept commissions or recommend funds with 12b-1 fees. The firm's principal owner, Janet L. Campbell, holds certifications as a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Enrolled Agent (EA). Abunda Financial emphasizes ethical conduct, client confidentiality, and information security. The firm has a Business Continuity Plan in place and maintains an information security program to safeguard client data. Janet Campbell also provides tax return preparation services and occasionally serves as an instructor in personal finance courses. The firm has no disciplinary events to disclose and operates under the supervision of Janet Campbell, who is the Chief Compliance Officer.
$11,955,418 under management
2 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
Educational Seminars/workshops
See full profile
Stafford Capital Management LLC
Stafford Capital Management, LLC (SCM) is a California-based investment supervisory firm founded in 1986 by Robert Stafford, who serves as the CEO and Chief Investment Officer. SCM is a state-registered investment adviser that manages approximately $5.2 million on a discretionary basis for high-net-worth individuals, families, trusts, and small corporations. The firm specializes in separate account management and primarily invests in equity and equity-related securities, focusing on growth at a reasonable price (GARP) strategy. SCM charges management fees ranging from 0.50% to 1.00% based on the asset value, payable quarterly in advance. The firm does not charge performance-based fees. Clients typically have a minimum initial investment requirement of $1,000,000, which may be waived at SCM's discretion. The investment strategy is based on fundamental analysis, company and industry expertise, and a balanced-growth approach. SCM constructs portfolios one stock at a time, with a focus on quality, valuation, and growth potential. SCM's investment philosophy aims to generate above-market returns with below-market risk by building concentrated portfolios of high-quality stocks. The firm emphasizes continuous investment supervision, long-term focus, and a client-centric approach. SCM also discloses potential risks associated with investing, such as market volatility, company-specific risks, and economic conditions. The firm's Code of Ethics prioritizes clients' interests and addresses conflicts of interest related to personal trading by employees. SCM provides detailed information on its brokerage practices, supervision, and custody arrangements to ensure transparency and compliance with regulatory requirements.
$5,197,041 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
See full profile

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Methodology

Top advisors in California

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