City
Wealth management firms in San Rafael, California
As of October 2, 2026, 38 wealth management firms, including broker-dealer firms, with their main office in San Rafael, California reported $12.2 billion in regulatory assets under management; the largest by assets was Ohana Advisors, with $2.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 38
- Regulatory assets under management
- $12.2 billion
- Average per firm
- $320.1 million
- SEC-registered, of those listed
- 20 of 38 (52.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ohana Advisors | SEC | $2.8 billion | 22 |
| 2 | Fiduciary Financial Group, LLC | SEC | $1.1 billion | 1,607 |
| 3 | HCM Wealth | SEC | $941.7 million | 779 |
| 4 | Stonebridge Financial Group | SEC | $896.0 million | 1,871 |
| 5 | Westhill Financial Advisors, Inc. | SEC | $789.4 million | 1,272 |
| 6 | Ridgecrest Wealth Partners, LLC | SEC | $705.1 million | 744 |
| 7 | Meritas Wealth Management, LLC | SEC | $618.9 million | 949 |
| 8 | Stewart Wealth Management, Inc. | SEC | $581.5 million | 1,593 |
| 9 | O'Donnell Financial Services, LLC | SEC | $427.1 million | 999 |
| 10 | Capital Trust Advisors | SEC | $402.6 million | 514 |
| 11 | Shira Ridge Wealth Management | SEC | $366.4 million | 841 |
| 12 | Spectrum Financial Management | SEC | $278.1 million | 150 |
| 13 | Madrone Investment Advisory, LLC | SEC | $254.3 million | 375 |
| 14 | Hutchinson & Ziegler Financial Advisors, Inc. | SEC | $235.4 million | 215 |
| 15 | Lyle & Forsyth Investment Managers | SEC | $221.2 million | 134 |
| 16 | Sheridan Capital Management, LLC | SEC | $217.2 million | 275 |
| 17 | The Putney Financial Group LLC | SEC | $205.4 million | 948 |
| 18 | Redwood Grove Wealth Management | SEC | $151.3 million | 265 |
| 19 | Wulff, Hansen & Co. 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. | SEC | $144.8 million | 143 |
| 20 | Awr Investment Management, LLC | SEC | $131.6 million | 172 |
| 21 | Cypress Praxis, LLC | State | $94.5 million | 119 |
| 22 | McClurg Capital Corporation 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 | $92.9 million | 112 |
| 23 | Marin Wealth Advisors LLC | State | $76.1 million | 213 |
| 24 | Lava Creek Capital Management, LLC | State | $75.1 million | 137 |
| 25 | Ritter Wealth Counsel | State | $68.6 million | 19 |
| 26 | Pinnacle Retirement & Financial Planning | State | $65.2 million | 143 |
| 27 | KS Global Advisors, Inc. | State | $47.1 million | 28 |
| 28 | Madden Creek Advisors | State | $45.8 million | 72 |
| 29 | Csuite Investment LLC | State | $45.1 million | 64 |
| 30 | Attune Financial Planning, LLC | State | $32.2 million | 117 |
| 31 | Brunger Financial | State | $19.0 million | 11 |
| 32 | Redwood Financial Advisors, Inc | State | $15.0 million | 9 |
| 33 | Kelly Jones Investment Services, Inc. | State | $10.0 million | 18 |
| 34 | Steven William Sherman | State | $5.0 million | 25 |
| 35 | Integrous | State | $3.9 million | 36 |
| 36 | Cayman Capital Management, Inc. | State | $0 | 0 |
| 37 | Clarity Wealth Partners | State | $0 | 0 |
| 38 | Purpose Capital Advisors | 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.