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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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All of our partners are advisors who hold the proper designations from FINRA
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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in San Rafael, CA
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Financial Advisor Close to San Rafael, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in San Rafael, CA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near San Rafael, CA
We evaluated over 13,000 RIA firms to bring you the best of the best San Rafael financial advisors.
How Retirement-Friendly is San Rafael, CA?
- Population: 58,775
- % of Population 62 Years and Over: 22.7%
- Average Home Value: $957,100
- Average Monthly Housing Cost: $2,189
- Average Household Income: $138,751
- California Total Tax Burden: 9.48% (10th Highest in U.S.)
- California Property Tax: 2.64% (19th Lowest in U.S.)
- California Individual Income Tax: 3.78% (4th Highest in U.S.)
- California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)
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The Top Financial Advisor Firms in San Rafael, CA
SHERIDAN CAPITAL MANAGEMENT, LLC
(415) 694-20766 Mt. Tenaya Court
San Rafael, CA 94903
SEC#: 801-72189
Years in Business: 11 years
FARADAY CAPITAL, L.P.
(415) 747-820377 Mark Drive
Suite 22
San Rafael, CA 94903
SEC#: 801-119890
Years in Business: 1 years
RPA FINANCIAL, LLC
(415) 526-27534340 Redwood Highway
Suite B60
San Rafael, CA 94903
SEC#: 801-113540
Years in Business: 3 years
POLARIS EQUITY MANAGEMENT, INC.
(415) 263-5600824 E Street
San Rafael, CA 94901
SEC#: 801-114092
Years in Business: 3 years
MARIN WEALTH ADVISORS LLC
(415) 458-5880899 Northgate Dr., Suite 300
San Rafael, CA 94903
SEC#: 801-113162
Years in Business: 3 years
SPECTRUM FINANCIAL MANAGEMENT
(415) 472-7300899 Northgate Drive
Suite 305
San Rafael, CA 94903
SEC#: 801-62255
Years in Business: 18 years
OHANA ADVISORS
(415) 226-4710101 Lucas Valley
Suite 202
San Rafael, CA 94903
SEC#: 801-75431
Years in Business: 10 years
O'DONNELL FINANCIAL SERVICES, LLC
(415) 758-63311101 Fifth Ave.
Suite 150
San Rafael, CA 94901
SEC#: 801-110717
Years in Business: 4 years
GLOBAL RETIREMENT PARTNERS LLC
(415) 526-27534340 Redwood Highway
Suite B-60
San Rafael, CA 94903
SEC#: 801-80074
Years in Business: 7 years
San Rafael, CA Financial Advisor FAQs
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