City
Wealth management firms in Mill Valley, California
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Mill Valley, California reported $5.5 billion in regulatory assets under management; the largest by assets was Private Wealth Partners, LLC, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $5.5 billion
- Average per firm
- $263.1 million
- SEC-registered, of those listed
- 9 of 21 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Private Wealth Partners, LLC | SEC | $1.9 billion | 601 |
| 2 | Sivia Capital Partners, LLC | SEC | $1.2 billion | 521 |
| 3 | Gordian Wealth Advisors, LLC | SEC | $488.7 million | 362 |
| 4 | Rational Investment Management, LLC | SEC | $402.6 million | 409 |
| 5 | Assembly Wealth | SEC | $336.7 million | 455 |
| 6 | Miller Avenue Advisors LLC | SEC | $281.2 million | 459 |
| 7 | Aspirean Wealth, LLC | SEC | $233.2 million | 452 |
| 8 | Davenport Capital Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $140.0 million | 1 |
| 9 | Schmitz Capital Partners, LLC | SEC | $132.0 million | 288 |
| 10 | Shelton Financial Advisors, LLC | State | $89.9 million | 84 |
| 11 | Wasi | State | $70.9 million | 445 |
| 12 | Olesky Capital Management, LLC | State | $63.7 million | 85 |
| 13 | Financial Solutions | State | $32.4 million | 53 |
| 14 | Rising Capital Inc. | State | $30.1 million | 6 |
| 15 | Anvik Advisers LLC | State | $27.0 million | 6 |
| 16 | Freedom Capital Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $12.0 million | 45 |
| 17 | Bray Financial Advisors LLC | State | $8.7 million | 39 |
| 18 | Austin Creek Capital, LLC | State | $7.5 million | 38 |
| 19 | On Keel Capital | State | $7.3 million | 8 |
| 20 | Boldin Advisors | SEC | $0 | 0 |
| 21 | Katy Song Financial Planning, Inc. | State | $0 | 0 |
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.