Find a Financial Advisor in San Rafael, CA

 

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We did the hard work of finding trustworthy partners in San Rafael, CA.

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We Only Work With The Best San Rafael Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

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

  • Financial Advisor Close to San Rafael, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top Financial Advisor Firms in San Rafael, CA

 

SHERIDAN CAPITAL MANAGEMENT, LLC

Website

(415) 694-2076

6 Mt. Tenaya Court

San Rafael, CA 94903

SEC#: 801-72189
Years in Business: 10 years

FARADAY CAPITAL, L.P.

Website

(415) 747-8203

77 Mark Drive
Suite 22
San Rafael, CA 94903

SEC#: 801-119890
Years in Business: 0 years

RPA FINANCIAL, LLC

Website

(415) 526-2753

4340 Redwood Highway
Suite B60
San Rafael, CA 94903

SEC#: 801-113540
Years in Business: 3 years

POLARIS EQUITY MANAGEMENT, INC.

Website

(415) 263-5600

824 E Street

San Rafael, CA 94901

SEC#: 801-114092
Years in Business: 3 years

MARIN WEALTH ADVISORS LLC

Website

(415) 458-5880

899 Northgate Dr., Suite 300

San Rafael, CA 94903

SEC#: 801-113162
Years in Business: 3 years

SPECTRUM FINANCIAL MANAGEMENT

Website

(415) 472-7300

899 Northgate Drive
Suite 305
San Rafael, CA 94903

SEC#: 801-62255
Years in Business: 18 years

OHANA ADVISORS

Website

(415) 226-4710

101 Lucas Valley
Suite 202
San Rafael, CA 94903

SEC#: 801-75431
Years in Business: 9 years

O'DONNELL FINANCIAL SERVICES, LLC

Website

(415) 758-6331

1101 Fifth Ave.
Suite 150
San Rafael, CA 94901

SEC#: 801-110717
Years in Business: 4 years

GLOBAL RETIREMENT PARTNERS LLC

Website

(415) 526-2753

4340 Redwood Highway
Suite B-60
San Rafael, CA 94903

SEC#: 801-80074
Years in Business: 7 years

 


San Rafael, CA Financial Advisor FAQs

A Financial Advisor helps you establish financial goals, proposes ways to reach them, and educates you on managing your finances.
You should choose a financial advisor based on the types of services they provide. Your needs will determine the level of service you require from your advisor.
A financial advisor can be a great way to create a tailored plan for your finances. This is especially true if you have large sums of money that you want to invest in the short term, or if you anticipate having an inheritance or an inheritance coming your way in the near future.
Financial advisors use a combination of commission-based pay and fee-only strategies. Commissions are paid primarily for transactions like buying or selling stocks, bonds, mutual funds, or other securities. Fee-only financial advisors are not compensated with commissions on sales because their compensation is based on periodic client fees that are typically linked to the size of an individual's account balance.


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