City
Wealth management firms in Larkspur, California
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Larkspur, California reported $1.3 billion in regulatory assets under management; the largest by assets was Kennicott Capital Management LLC, with $323.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $144.7 million
- SEC-registered, of those listed
- 6 of 9 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kennicott Capital Management LLC | SEC | $323.9 million | 197 |
| 2 | Tamalpais Asset Management | SEC | $262.5 million | 689 |
| 3 | Broadwing Capital Advisors, Inc. | SEC | $148.0 million | 66 |
| 4 | Warm Springs Advisors Inc. | SEC | $131.3 million | 47 |
| 5 | Shepherd Street Advisors | SEC | $126.2 million | 182 |
| 6 | PMB Advisors | SEC | $117.2 million | 232 |
| 7 | Robert Horowitz Wealth Management | State | $100.9 million | 139 |
| 8 | Proprietor Wealth Management Inc. | State | $84.2 million | 114 |
| 9 | Girton Capital Management, Inc. | State | $7.9 million | 10 |
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.