City
Wealth management firms in Greenbrae, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Greenbrae, California reported $8.2 billion in regulatory assets under management; the largest by assets was KCM Investment Advisors, with $6.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $8.2 billion
- Average per firm
- $1.6 billion
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | KCM Investment Advisors | SEC | $6.0 billion | 3,432 |
| 2 | Fairview Capital | SEC | $2.0 billion | 730 |
| 3 | Fairlead Financial Advisors, LLC | State | $99.8 million | 112 |
| 4 | Barbara S. Gault | State | $14.2 million | 33 |
| 5 | Farid Consulting | State | $1.0 million | 7 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.