City
Independent RIAs in Sausalito, California
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Sausalito, California reported $1.6 billion in regulatory assets under management; the largest by assets was Westend Capital Management, LLC., with $436.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $124.1 million
- SEC-registered, of those listed
- 4 of 13 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Westend Capital Management, LLC. | SEC | $436.2 million | 470 |
| 2 | Delta Accumulation, LLC | SEC | $332.1 million | 7 |
| 3 | Verity Wealth Advisors, LLC | SEC | $278.5 million | 52 |
| 4 | Macroclimate LLC | SEC | $210.1 million | 103 |
| 5 | Abunda Financial, LLC | State | $103.1 million | 124 |
| 6 | Baker Street Asset Management, LLC | State | $91.6 million | 227 |
| 7 | Gridley Associates Inc | State | $85.9 million | 29 |
| 8 | The Investment and Philanthropy Corporation | State | $28.0 million | 38 |
| 9 | Balanced Financial Advisors | State | $22.6 million | 43 |
| 10 | JFD Capital, LLC | State | $18.0 million | 7 |
| 11 | Stafford Capital Management LLC | State | $4.4 million | 4 |
| 12 | Paolo Bernardi Advisor | State | $3.1 million | 11 |
| 13 | Core Asset Management Company | State | $44,561 | 16 |
Independent RIAs 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.